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Reports
Learn the basic of creating reports
+1
18 articles in this collection
Written by
Tiana Sweeney,
Andrea,
Sarah Marouan
and 1 other
How to: Create a report
Creating a report in Swydo and the available settings
Written by
Andrea
Updated over a week ago
Clients
Clients
What is a client, and how to create and archive them
Written by
Tiana Sweeney
Updated over a week ago
How to: Archive a client
Written by
Lucia Barrios
Updated over a week ago
Data sources
How to: Remove a data source
Removing a data source
Written by
Lucia Barrios
Updated over a week ago
How to: Add a data source
How to add a data source in the client section
Written by
Sarah Marouan
Updated over a week ago
How to: Replace a data source from report
Replacing a data source
Written by
Lucia Barrios
Updated over a week ago
Reports
WidgetsÂ
What are they, how do you add them, and what are their options?
Written by
Lucia Barrios
Updated over a week ago
How to: Rerun failed reports
What to do when reports failed
Written by
Lucia Barrios
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
Hubspot Integration: the KPIs
Which KPIs are available through our Hubspot Integration?
Written by
Lucia Barrios
Updated over a week ago
Templating
How to: Unlink a Report from a Template
Unlinking a report from a report template
Written by
Lucia Barrios
Updated over a week ago
Report templates
What they are and how they work
Written by
Tiana Sweeney
Updated over a week ago
Edit the report header/cover page
Written by
Tiana Sweeney
Updated over a week ago
How to: Convert your Report to a Template
Creating templates from existing reports.
Written by
Lucia Barrios
Updated over a week ago
Brand templates
Branding your report
Written by
Andrea
Updated over a week ago
Share your Report
How to: 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