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How to create a dashboard

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Updated over 2 months ago

Dashboards

A dashboard is an interactive report that you can share with your clients easily.

The dashboard lets your clients select different date ranges and interact with the charts.

These are some of the features:

  • Changes will update every time you make a change to the draft report:

    All changes you make to the draft report (add/remove metrics, widgets, etc.) will be automatically reflected in the dashboard. This way, you only have to share a single link with your client, which they can revisit whenever they want. 

  • Clients can change the date ranges (if you want):

    Another feature of dashboards is that, if you prefer, the viewer can change the date range and comparison date range of the dashboard. This way, they can see and compare the statistics with other time frames and the current one. You can toggle this option off when creating a dashboard.

  • Stop the Dashboard whenever you want:
    If you decide to stop the Dashboard from working for any reason, you can do so by going to the report's Share button, clicking on Dashboard, and turning it off.


Do you need help after reading this article?
Please explore our help center further or reach out to our support team through the bubble chat or at 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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