Swydo

Learn how to link or unlink reports from a master template

How to manage linked reports

How to use Alerts

How to create a dashboard

We explain the different Date Ranges in reports, widgets, and schedules

How to Use Date Ranges

How to Add Your Agency Markup Using Custom Metrics

How to monitor metrics & set up targets with alerts

How to Track KPIs Using Monitoring and Alerts

Learn how to add and monitor Goals in Swydo

How to create Goals

Learn how to add, customize, and resize widgets, including changing background and chart colours.

All about Widgets

Step by step guide on setting up your overview

How to set up your Metrics Overview

How can I combine (blend) sources from multiple platforms into a single widget?

How to combine Data Sources in widgets or KPIs

The Scheduled Overview page allows you to efficiently manage your scheduled reports with a streamlined interface.

How to Manage Your Scheduled Reports in the Schedule Overview Page:

Where to find the send log (as a tab page under reporting)

How To Manage The Send Log

Glossary

Report Filters - Learn how to apply a report filter

Save time, uncover insights faster, and improve the quality of your reporting.

How to use Swydo AI: your Reporting Assistant

Learn to create and customize reports, build dashboards, and set up monitoring boards and KPI alerts.

Reporting & Monitoring

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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