The Insights Explorer included in all Publisher plans and provides predefined analysis pages with fixed layouts. If you want to dive deeper into your data and build fully customized analyses, we recommend adding one of our two paid Insights add-ons:
What are individual dashboards?
With Advanced Insights and Premium Insights, you can combine different widgets with various metrics into a single customized overview. Unlike the Insights Explorer, the focus here is not on predefined standard views but on freely configurable analysis components. Widgets can be added, removed and rearranged at any time, creating an analysis view tailored exactly to your needs or those of your stakeholders.
Advanced Insights
Our add-on for teams on Medium and Large plans in Swat.io, who want to build their own dashboards tailored to their needs:
Up to 5 individual dashboards with up to 12 widgets each: Freely combinable from all available categories;
Time aggregation configurable per widget: Day, week or month, ideal for identifying long-term trends instead of daily fluctuations;
Flexible visualization types: The chart type is freely selectable per widget and the selection is saved;
PDF or Excel reports make analysis much more flexible;
Up to 5 automatically scheduled reports delivered directly by email to team members, stakeholders or clients.
Premium Insights
Our premium add-on for agencies and large teams with our Custom and Agency plans, in order to support their extensive reporting requirements:
Includes everything from Advanced Insights;
Up to 50 individual dashboards with up to 24 widgets each;
Up to 50 automatically scheduled reports per workspace.
For an overview of current pricing, please visit our pricing page.
Practical examples:
You create a dashboard exclusively with inbox metrics and have it sent automatically to your team lead every Monday;
Combine post performance and comment sentiment on one dashboard and see at a glance which content drives not just reach but also positive reactions;
Switch the time aggregation to "month" and immediately spot in which months your community grew the most.
Creating a dashboard
Open the Insights section and select the menu item "Dashboards";
Click the option "New dashboard" in the top right corner;
Enter a name for your dashboard and save your selection.
Afterwards you can add widgets and configure your dashboard to your liking.
Adding widgets
After creating a dashboard, you can add individual widgets according to the limit of your booked plan:
Click the button "Add widget";
Choose a category and select the desired widget;
Click "Save".
Quick Tipp: An overview of all available widgets can be found in the article "Dashboard Widgets explained".
Configure widgets
Dashboards provide two filter levels. A detailed explanation of the available filter options can be found here:
Top filters (dashboard level): These filter settings apply to all widgets within the dashboard by default.
Widget filters (widget level): These filter settings apply only to the selected widget and override the top filter settings if configured.
Note: If you add a top-level filter that is not available for a specific widget, this will be indicated directly on the widget (e.g. the "post type" filter used in the "follower growth widget").
Different filter settings can be applied to widgets within the same dashboard. This means each widget can be configured independently from the others.
Adjust size, position & name
Widgets can be freely arranged and moved within the dashboard. Their position can be changed at any time via drag & drop. Each widget can also be removed individually and changes are saved directly.
This allows you to flexibly adapt your dashboard to your needs and to keep it up-to-date:
In addition the name of each widget can be customized individually. For example, you can assign a custom title to a widget such as "Top 3 posts by reach". This helps clearly define the displayed content and makes the focus of the analysis easier to understand.
Quick Tip: By hovering over the tooltip (i) in each widget you will still see the original name and the explanation of the data displayed.
Flexible Visualization Types
For chart widgets, you can freely choose the visualization type per widget. The selection is saved and reopened the next time you open the dashboard.
For time-based widgets (time series with a date axis), the following types are available:
Line chart: Tracks one or more metrics over time, default for most time-series widgets;
Area chart: Similar to line charts, but with the area below filled. This makes volume trends visually more prominent;
Stacked area chart: Areas stacked on top of each other. Shows how multiple channels and segments together build up a total over time;
Percent area: Like stacked area charts, but normalized to 100%. Shows the percentage instead of absolute values;
Column chart: Vertical bars per time unit, helpful for direct side-by-side comparison of a small number of values;
Stacked column: Bars stacked on top of each other showing the total volume and each segment's contribution;
Percent column: Like stacked column charts, but again normalized to 100% in order to visualize relative shares per time point.
For one-dimensional widgets (without time axis, e.g. grouped by channel or tag), the following types are available:
Bar chart: Displaying horizontal bars sorted by value. Good for ranking many categories (max. 20 entries);
Pie chart: Circular segments sized by share of the total value - works best for displaying up to 5 categories (max. 20 entries).
Note: Summary, table and top content widgets have a fixed visualization type and cannot be changed.
Time Aggregation
For time-based chart widgets, you can adjust the display using the "Group by" option. The setting is saved per widget and is independent of the selected time range. Available options:
Day: This is the default view, displaying each individual day within the selected time range;
Week: Groups data into weekly blocks ideal for smoothing short-term fluctuations and identifying weekly trends;
Month: Displays the monthly totals or averages, particularly useful for quarterly or annual reviews.
Automated Reports
With Advanced Insights and Premium Insights, reports can be scheduled directly from a dashboard and sent automatically, without any manual effort. For delivery, you can select up to 50 Swat.io users from the workspace directly and additionally add up to 20 external email addresses. This ensures that reports reach all relevant stakeholders regularly and without reminders, both internally and externally.
In addition, manual export is available at any time. Depending on the view, you can choose between PDF and Excel formats. The export includes all widgets currently displayed in the dashboard together with their applied filter settings. You can send the report at any time via the three-dot menu in the top right corner.
Note: Direct downloads of PDF reports to a local device are not supported. This is a deliberate security measure to ensure that sensitive data cannot be downloaded directly to unauthorized devices, even in the event of account compromise.
Duplicate or delete dashboard
Within the three-dot menu you also have the option to duplicate your dashboard and create a copy including widgets, layout and filters. This allows you to quickly save a modified version of a dashboard without having to reconfigure all widgets and filters.
You can also delete your dashboard via this menu. The dashboard will then be permanently removed from the workspace and you will be asked to confirm the deletion beforehand. Before deleting, make sure that the dashboard is no longer needed or that no other team members rely on it.
Good to know
Data basis of dashboards
All dashboard metrics are based on data provided by the social networks via their official APIs. Changes or limitations on the platform side may directly affect the displayed values.
Difference between time range and lifetime values
Depending on the metric, values may either refer to the selected time range or to the entire lifetime of a post. This can lead to differences when comparing dashboard data with platform numbers.