If you clicked on this article, you probably just created an account with Swydo, and for that, I say: Welcome!
We prepared the following list of steps we consider are the best and easiest in order for you to create a great report:
Create a client
Connect a data source
Create a report or dashboard
Add a widget
Fine-tune the widget
Share the report or dashboard
Step 1: Create a client
Click on the Clients tab on the left-hand menu. There, click on Add a client.
A client is just a bucket to nicely organize, you guessed it, clients! Clients can be Agency clients, internal clients, Franchisees, you name it. Fill the Client's information in the pop-up window:
Step 2: Connect the default data source
A data source is a source from which Swydo gets the data. It usually has two parts: the data provider, like Google Ads, Google Analytics, Facebook, etc, and the actual source, like a specific Google Analytics profile. On the right side of your screen, you'll find the following box:
In there, click on the New a data source button. You can choose from the drop list what platform to connect:
Follow the provided steps and make sure you accept all permissions asked for!
Step 3: Create a report or dashboard
You can create a report by clicking on the blue "create" button on the left side panel or at the client's page.
A pop-up will appear, and you'll be asked to create a Blank Report or use a Template. The template will give you an advantage with preset tables and charts that you can later customize.
Step 4: Add a widget
If you created the report from scratch or a template, you can add new elements to it at any point in any part of the report.
There are two types of widgets:
Widget: Table or chart to show one or more metrics.
KPI: Key Performance Indicator, which shows a single metric.
Click on the PLUS icon anywhere in the report to choose whether to add a widget or KPI.
Choosing a widget or KPI will open the right-side panel, showing the data sources you have already added. Later, make sure to choose from the list what metric you want to include.
Step 5: Set up the widget correctly
In the widget settings that show after selecting a widget, you'll see the following tabs appear:
Date range: Set up a custom date range and (optional) compare date range for the widget.
Presentation: Here, you can change the title of the widget and the visualization.
Dimensions & Metrics: Select the dimensions and metrics you want to show in your widget and change the way the widget is sorted.
Filters: Choose to filter the data shown in your widget.
Target (only for KPIs): Add a target to your KPI so you can show your client the status of the target.
Once you're done, click Save settings and you'll see your widget appear in your report.
Step 6: Share the report
After you have added all widgets and KPIs to make your report look perfect, you can share the report as a Dashboard, an Online Report, or as a PDF and send it directly to your client. To do this, click on the share button at the top right of the report:
Swydo has many other features, like sending from your own domain. Did you know you can even share dashboards with a customized URL?
Do you need help after reading this article?
Please explore our help center further or reach out to our support team (support@swydo.com). You can also schedule a demo to get an answer to all your questions
Happy reporting,
- The Swydo team