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How to: Create a report
How to: Create a report

Creating a report in Swydo and the available settings

Andrea avatar
Written by Andrea
Updated over a week ago

There are two ways to create a report in Swydo:

  • From scratch: Adding widgets and KPIs one by one

  • Using a report template: From the template gallery

Note: Before you continue, make sure to create a client and connect your active data sources so that when you create your first report, everything is connected properly.
If you need help creating your clients, click here!

How to create a report from scratch

1. Click on the "New Report" button :

2. Choose the "New blank report" option

3. Clicking on the plus sign will show you the options for the report.

4. Click on Widegt or KPI

5. Select the source you will use (Google ads, Facebook, Klaviyo, etc)

6. Scroll or select the widget needed

7. When finished, Save the settings

*(If you need more instructions on how to add a widget click here)

8. When finished with the report, click on the export button on the upper part

of the report to share it as a PDF, Dashboard or Online report.


2. How to create a report from a report template (also in a minute)

Follow these simple steps to create a beautiful report from a template:

  1. Connect the client's data sources

  2. Head to the Template page

  3. Select the template you need

  4. Create report

  5. Customize the report

  6. Export the report


Report settings

Check out some of the report features:

  • 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 and client logo or upload 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!

  • Share button:
    - Create Online Report/PDF: Export your report as an 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.

  • Export button:
    - Create Online Report/PDF: Export your report to Online Report or PDF. Read more about these exports here.

  • More button:
    - 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 who created the report but can be changed to the account manager of the client in each report afterward.

  • 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 organize 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.

Still 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

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