There are three ways to export your report:

  • PDF
  • Online report
  • Online Dashboards

In this article, we'll go over all three of them and explain what they are and how they can best be used.

PDF

A PDF, or Portable Document Format, is mostly used when clients want to print the report to have a physical copy, or download the report so they can have a copy on their own computer. This format is added as attachment, and can also be downloaded from Swydo directly.

Click here to go to an example PDF report.

Online report

Online reports are web pages. When your clients hover over the charts, tooltips showing the values of the charts will appear, just like in draft reports! Besides this, due to not having the same width restrictions PDFs have, in some cases you can show more info on the same page. It is also possible to add Google Tag Manager to your online reports to track visits or even add a chat so your customers can instantly chat with you about the report! Read here how to set this up.

Click here to go to an example online report.

Online dashboard

Online dashboards are reports that are still linked to the draft report. Any changes you make to the draft report (add/remove metrics, widgets, etc.), will be automatically reflected in the dashboard. This means you only have to share a single link with your client which they can revisit whenever they want.

Another feature of this export type is that by default it will show data for "This month" compared to the previous period, but the viewer has the ability to change the date range and comparison date range of the export. This way they can choose to see and compare the statistics with other time frames as well as the current one. 

Click here to see an example dashboard.


Next steps

  • Learn how to embed your export in your own website!
  • Create a report template and use it to instantly create reports! Click here to read more.
  • Read here how to change the style of your reports so they use your company's brand.
  • Using your company email and want to send your emails from your company's domain (@company.com)? Find out how to do this here.
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