Getting Started

Create an account

How to create an account within Swydo

Written by Michiel Vermeulen
Updated over a week ago

Custom Metrics

What are custom metrics and how do they work?

Written by Tiana Sweeney
Updated over a week ago

Quick Start (Read time: 3 min.)

How to quickly get started using Swydo

Written by Sarah Marouan
Updated over a week ago

Create a report

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

Written by Tiana Sweeney
Updated over a week ago

Add a connection

How to add connections with our integrations

Written by Tiana Sweeney
Updated over a week ago

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

Clients

What is a client, and how to create and archive them

Written by Tiana Sweeney
Updated over a week ago

Report templates

What they are and how they work

Written by Tiana Sweeney
Updated over a week ago

Brand templates

Branding your report

Written by Tiana Sweeney
Updated over a week ago

Edit the report header/cover page

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

Scheduling

How to schedule your reports

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

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

Create a project dashboard

Written by Tiana Sweeney
Updated over a week ago

Task management

How to create, manage and delete tasks

Written by Sarah Marouan
Updated over a week ago

Tasks: Sync with your calendar

How to sync tasks with your calendar

Written by Sarah Marouan
Updated over a week ago

Edit your profile

Change your picture, name and signature.

Written by Andrea
Updated over a week ago

Report Automation: Setting Up Swydo

Written by Andrea
Updated over a week ago

Why Swydo?

What is Swydo and why is it something for you?

Written by Michiel Vermeulen
Updated over a week ago

Can I get a demo?

I want to have a live demonstration of Swydo

Written by Andrea
Updated over a week ago

Getting Started FAQ

Frequently asked questions

Written by Andrea
Updated over a week ago

Crea un Reporte

Crea un reporte en blanco o con plantilla

Written by Andrea
Updated over a week ago