How Swydo Works: From Raw Data to Automated Client Reports in Under 2 Minutes

Описание: If you're still pulling data manually from five different platforms every month, this video is for you. Here's how to go from zero to a complete client report in under two minutes with Swydo. 🚀

In this video, we walk you through connecting your data sources, building a branded report, and setting it up to send automatically so you never have to do it manually again.

📊 WHAT YOU'LL LEARN IN THIS VIDEO:
✅ How to create a client profile and connect your first data source in minutes
✅ How to build reports from scratch or start from a ready-made template
✅ How to link one template to multiple clients so you update once, not ten times
✅ How to edit charts, dimensions, date ranges, and filters inside a report
✅ How to add custom widgets and manual KPIs like agency fees
✅ How to brand reports with your own colors, logos, and images
✅ How to export as a PDF or a live interactive dashboard clients can access in real time
✅ How to schedule reports to go out automatically daily, weekly, or monthly
✅ How to use the AI bot to generate summaries and answer questions about the data
✅ How to combine data from up to five platforms into a single widget
✅ How to monitor performance across your client portfolio without logging into each platform

🔔 WHO IS THIS FOR?
Whether you are a marketing agency managing multiple clients or an in-house marketer who needs clean, consistent reporting without the manual work, this video shows you exactly how Swydo handles it from start to finish.

CHAPTERS:
[0:00] Introduction and main dashboard overview
[0:30] Creating a client and connecting a data source
[1:20] Building a report from a template
[2:10] Editing charts, dimensions, and date ranges
[3:30] Adding widgets, KPIs, and filters
[5:00] Branding your report with colors and logos
[5:45] Exporting as PDF or live interactive dashboard
[6:30] Enabling the AI bot for automated summaries
[7:10] Scheduling automatic report delivery
[8:00] Combining data from multiple platforms in one widget
[9:30] Monitoring all clients in one view
[10:30] Monitoring boards, goals, and alerts

🔗 Learn more about Swydo: https://www.swydo.com
📅 Start your free trial: https://app.swydo.com/signup

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