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.
1. 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:
Connect the client's data sources
Head to the Template page
Select the template you need
Create report
Customize the report
Export the report
Report settings
Check out some of the report features:
Appearance:
Add your own colors for charts and upload images for your cover pages with the Brand template options.
Add your logo and your client's logo to the cover page at the Display option; there you can choose to show/hide fields on the cover page for all formats.
Share button:
CreateDashboard/PDF: Export your report as a Dashboard or PDF.
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.
More Options:
Save as template: Save the current report as a report template so you can create more reports similar to this.
Copy report: Create a copy of the report.
Report language: Change the report language. This influences the widgets and metrics in the report.
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.
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