Connect a Default Data Source

Connect a data source on the Client level

Andrea avatar
Written by Andrea
Updated over a week ago

How to connect a default data source for your client. 

Connect your Data Source from inside your Client's page

The best way and the recommended way.
We recommend you do this because a data source connected on the client level will be available for any Swydo user and save you time. Only by creating a report and selecting the client, the report will pull the data source from the client. 

Follow these steps:

  1. Go to your Client's page

  2. On the Data Source tab, click on "New data source."

3. A popup appears where you can select a data source from one of the available providers.

From now on, every report created in the context of this Client will default to these data sources.
Also, the Report Templates will use these data sources in the reports for this Client.

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