Reports

Learn the basic of creating reports

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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

Widgets

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

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