How to connect a defaults 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 user in Swydo and will 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:
- Go to your Client's page
- Check out the right side of the screen. There's a box which looks like this:
3. Click on the gray button "Connect a data source"
4. A popup appears in which you can select a data source from one of the available providers.
From now on every report created in the context of this Client, the report will default to these data sources.
Also, the Report Templates will use these data sources in the reports for this Client.