Getting Started

Basic information to get you up and running with Swydo

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22 articles in this collection
Written by Tiana Sweeney, Andrea, Michiel Vermeulen and 1 other
Learn the basics

Create a report

How to create a report in Swydo and what settings are available
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Written by Tiana Sweeney
Updated over a week ago

Add a connection

How to add connections with our integrations
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Written by Tiana Sweeney
Updated over a week ago

Widgets 

What are they, how do you add them, and what are their options?
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Written by Tiana Sweeney
Updated over a week ago

Clients

What is a client, and how to create and archive them
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Written by Tiana Sweeney
Updated over a week ago

Report templates

What they are and how they work
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Written by Tiana Sweeney
Updated over a week ago

Brand templates

Branding your report
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Written by Tiana Sweeney
Updated over a week ago

Edit the report header/cover page

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Written by Tiana Sweeney
Updated over a week ago

Online dashboard

How to add an online dashboard?
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Written by Tiana Sweeney
Updated over a week ago

Scheduling

How to schedule your reports
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Written by Tiana Sweeney
Updated over a week ago

User management

How to invite and revoke users, what roles are available for them and how to transfer ownership of your team
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Written by Tiana Sweeney
Updated over a week ago

Export your report

What export formats are available
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Written by Tiana Sweeney
Updated over a week ago

Create a project dashboard

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Written by Tiana Sweeney
Updated over a week ago

Task management

How to create, manage and delete tasks
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Written by Sarah Marouan
Updated over a week ago

Tasks: Sync with your calendar

How to sync tasks with your calendar
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Written by Sarah Marouan
Updated over a week ago

Edit your profile

Change your picture, name and signature.
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Written by Andrea
Updated over a week ago

Report Automation: Setting Up Swydo

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Written by Andrea
Updated over a week ago