Reports

Learn the basic of creating reports

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15 articles in this collection
Written by Tiana Sweeney, Andrea, Sarah Marouan and 1 other

Create a report

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

Written by Tiana Sweeney
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

Archive a client

Written by Sarah Marouan
Updated this week

Data sources

Remove a data source

Removing a data source

Written by Sarah Marouan
Updated this week

Add a data source

How to add a data source in the client section

Written by Sarah Marouan
Updated this week

Add a connection

How to add connections with our integrations

Written by Tiana Sweeney
Updated over a week ago

How to: Replace a data source

Replacing a data source

Written by Lucia Barrios
Updated this week

Reports

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

Templating

Report templates

What they are and how they work

Written by Tiana Sweeney
Updated this week

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