In this article, you will learn how to create custom overviews to your insights with the use of dashboards, how to use widgets, export the custom dashboards and how to schedule these automatically.
Info: This feature is included in our Medium-, Large- and Custom-packages. You can find more details on the packages and the included features here.
The Explorer section of your Swat.io Insights is also available in the Small plan, allowing you to export your custom insights manually even when using the Small plan of Swat.io.
What are Dashboards?
With Dashboards, you can combine multiple widgets into a single overview. These overviews are exportable and plannable versions of your individual insights data, that can either be downloaded as PDF or Excel files or be sent automatically via email in a timeframe you select.
Important: Exporting and scheduling reports will only be possible in the new Dashboards area going forward. The “Automated Reports” menu section will be removed in 2026.
Overview of the Dashboard
Setup & configuration
By clicking the plus icon next to the name "Dashboard", you can create a new dashboard. A dashboard consists of one or more widgets and a maximum of 8 widgets can be added to a single dashboard. This is done via the "Add widget" button. After configuration, the dashboard will automatically display the custom metrics you selected, which can be individually sorted at any time.
Info: Only our Large- and Custom-plans support creating multiple dashboards. Our Medium-Plan is restricted to only one individual dashboard.
In order to get an overview of all widgets available in Swat.io Insights, follow this link.
You can find a detailed explanation of each metric in Swat.io.
Adjusting the view
After a widget has been created, you can modify it's appearance:
The names of the widgets can be customized (e.g. you can create a widget for the ‘Top 3 performing posts by reach’);
Widgets can be expanded and collapsed;
The layout can be adjusted via drag & drop - each individual tile can be resized.
In addition, individual widgets can be duplicated and individual metrics within a widget can be shown or hidden. The filter functions are explained in detail below.
Filter functions
There are two filter levels available:
Top filter (global): These settings apply by default to all widgets in a dashboard.
Widget filter (per widget): These settings apply only to the respective widget and override the top filter if set.
Note: If you add a top-level filter that isn't available for a specific widget, this will be indicated directly on that widget (e.g. the post-type filter on the follower-growth widget).
Schedule report
With the menu button at the top right, you can schedule and share your report. You can also select the format (PDF or Excel), the frequency (weekly, monthly, or quarterly), additional filters and recipients. Here, you can also display an email preview to see what the delivered information will look like.
Export reports
Under this menu item, you can also request a PDF or Excel export. The export is delivered via email and reflects the widgets visible in the dashboard.
Duplicate or delete a dashboard
Here you can also duplicate your dashboard and create an exact copy (incl. widgets, layout and filters). This lets you create a new similar dashboard quickly without having to set up all widgets again.
You can also delete your dashboard. This removes the dashboard from the workspace. Please note, that the deletion is irreversible and cannot be undone. You will be asked for a confirmation before proceeding though. Before deleting, always check whether you really no longer need the dashboard or if someone else on the team still uses it.
