Reports

Learn the basic of creating reports

13 articles in this collection
Written by Tiana Sweeney, Andrea, and Lucia Barrios

How to: Create a report

Creating a report in Swydo and the available settings

Written by Andrea
Updated over a week ago

Clients

How to: Archive a client

Written by Lucia Barrios
Updated over a week ago

Data sources

How to: Delete or replace 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 Andrea
Updated over a week ago

Reports

How to: Export your report

How to export your report and what export formats are available

Written by Lucia Barrios
Updated over a week ago

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

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

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

Branding your Swydo reports

Brand Templates

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 Andrea
Updated over a week ago