There are two ways to create a report in Swydo:

  • From scratch
  • Using a report template

In this article you'll find more info about both workflows and what settings are available for reports.

How to create a report from scratch

First, go to the Reports overview by clicking Reports in the left-hand menu. There, click on the green Create a report button to start creating your report.

Note: If you just created an account, you might want to follow our Quick Start guide before continuing!

A pop-up will appear with the following fields to enter details about the report:

  • Name: Give the report the name that you like
  • Client: If you already created a client, you can select it in here to make sure the report is connected to it.
  • Project: This appears after selecting a client. Use this to divide your reports in projects to have more structure in your account. 
  • Template: If you already have a report template, you can choose to apply it to the report directly.

Once you've setup everything you want to setup, click Create report to create your report.

Note that all of these fields are optional, so you don't have to fill them in at this point. You can also add them at a later moment.

Client report

You can also create a report from a client's details page so it's automatically linked to the correct client! To do this, go to the client you want to create a report for.

If you don't have any reports for the client yet, click the blue report text:

If you do have a report for the client, click on Create a report above the listed reports:

You'll see the same popup as when adding a report from scratch, but with the correct client already filled in:


The next step is to add widgets to your report. Don't know how? Read more about it here!

How to create a report from a report template

If you don't have a report template yet, read here how to create one. Once you've done that, or if you already have a report template, go to that template and click on Create a report at the top right:

A pop-up will appear with the following fields to enter details about the report:

  • Name: Pre-filled in with a generated name based on the report template's name, but this can be overwritten with a custom name.
  • Client: If you already created a client, you can select it in here to make sure the report is connected to it. (Recommended)
  • Project: This appears after selecting a client. Use this to divide your reports in projects to have more structure in your account. 
  • Template: The current template is pre-filled, but if you want to use a different template for the report you can still alter it.

Once you've setup everything you want to setup, click Create report to create your report.

Note that all of these fields are optional, so you don't have to fill them in at this point. You can also add them at a later moment.

As you're working from a template, the report will already contain all of the widgets! If you've setup the widgets to use a client data source, and connected a client with data source to your report, your report will automatically be filled in! Want to know more about how to setup your client and report template like this? Read more here!

Report settings

Once you've created your report, the following settings are available:

  • Preview: Switch the cover preview to see how it looks for Online reports and PDFs.
  • Add a logo: Add a logo to the cover page. You can choose between your account logo, client logo or uploading one manually.
  • Edit the header: Choose to show/hide fields on the cover page/header for PDFs/online reports. More info about this can be found here!
  • Create Online Report/PDF: Export your report to Online report or PDF. Read more about these exports here.
  • Send by e-mail: Export the report and send it by e-mail.
  • Schedule report: Schedule the report so it's automatically sent out through e-mail with a time interval, e.g. every month. Read more about scheduling here.
  • Save as template: Save the current report as a report template, so you can create more reports similar to this. Click here to read more about report templates.
  • Copy report: Create a copy of the report.
  • Report language: Change the language of the report. This influences the widgets and metrics in the report. Read more about this here
  • Date range: Change the date range of the report. The date range will automatically roll with the current date, so if you set your date range to "Month to date" the date range will update so the report always shows the current month until today.
  • Compare date range: Change the comparison date range of the report. More info on the available options and how this influences the widgets in your report can be found here
  • Main author: The main author of the report. This is automatically set to the person that created the report, but can be changed to the account manager of the client in each report afterwards.
  • Client: The client connected to your report. Don't have a client yet? Click here to read more on how to create them!
  • Project: The project connected to your report. This option will show up if you've selected a client for the report. Projects are a great way to organise the work for your client.
  • Brand template: The brand template used for the report. Read more about brand templates and how to use them here.
  • Shareable link: Generate a shareable linked report. Read more about this export format here.

Still need help after reading this article?
Please explore our help centre 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

Did this answer your question?