Creating Reports

Learn the basic of creating reports

12 articles in this collection
Written by Tiana Sweeney, Andrea, and Sarah Marouan

Create a report

How to create a report in Swydo and what settings are available

Written by Tiana Sweeney
Updated over a week ago

Report Automation: Setting Up Swydo

Written by Andrea
Updated over a week ago

Adding Clients

Clients

What is a client, and how to create and archive them

Written by Tiana Sweeney
Updated over a week ago

Adding Data sources

Add a connection

How to add connections with our integrations

Written by Tiana Sweeney
Updated over a week ago

Creating a Report

Report templates

What they are and how they work

Written by Tiana Sweeney
Updated over a week ago

Widgets

What are they, how do you add them, and what are their options?

Written by Tiana Sweeney
Updated over a week ago

Targets in KPIs

What is a target and how to set it up

Written by Sarah Marouan
Updated over a week ago

Brand your Report

Edit the report header/cover page

Written by Tiana Sweeney
Updated over a week ago

Brand templates

Branding your report

Written by Tiana Sweeney
Updated over a week ago

Export your report

How to export your report and what export formats are available

Written by Andrea
Updated over a week ago

Scheduling

How to schedule your reports

Written by Tiana Sweeney
Updated over a week ago

Online dashboard

How to add an online dashboard?

Written by Tiana Sweeney
Updated over a week ago