Sharing reports with your clients using online reports and dashboards is a great way to serve your clients with more interactive reports. For optimal brand recognition and a fully white-labeled experience, you can use your own domain to deliver these links. This feature helps brand your agency or company even more towards your clients.
Configuring a custom domain for sharing is restricted to users with the administrator role. Not an administrator? Find out who is on the user overview, accessible from the left-hand menu.
To configure your custom domain, head over to the Settings Page on the left side panel and select the Custom Domain option under the White label category:
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Once in this page you'll see the button that says "configure", there you will find the steps required to set up your domain, but first, you'll need to decide on what domain you want your reports to be accessible. One option is "reporting.yourdomain.com", but you're free to pick any domain as long as you own it.
To use this domain with Swydo you'll have to add a DNS record with your hosting provider. This record (a CNAME record) points the domain you decided on to our domain, alias.swy.do.
The process of configuring DNS records is different for each provider and is on the more technical side of the spectrum. We've gathered help pages of some common ones below, but don't hesitate to contact your system administrator or hosting provider for help setting these values if needed.
In general, the process boils down to the following steps:
Sign in to your domain host (where you purchased your domain) to add the records.
After you are on your domain's host website go to your DNS records. You might find this page under "Advanced settings", "DNS configuration/management" or "Control Panel" depending on your hosting provider.
Select the option to add a new record of the type "CNAME".
Type the domain you decided on in the "name" field, usually, you'll just need to enter the first part of the subdomain (e.g. "reporting" in the case of "reporting.yourdomain.com".
Type "alias.swy.do" in the "content" field.
Save the changes
Once this is done type the entire domain (e.g. "reporting.yourdomain.com") in the input field and press the "enable custom domain" button.
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If everything is set up correctly the domain will be enabled for your team, existing shareable links will be updated in the next few minutes. Links you sent to your clients before setting up the custom domain will continue to work too!
Got an error? Don't worry, make sure everything is set up correctly and try again a little later. It can take a while for DNS records to propagate through the internet.
If you have any questions we can definitely help you further through our chat bubble on the right side of the page or write at support@swydo.com