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Instant Reports: With Lido's reporting solution you can create reports based on multiple templates or your own custom templates at the click of a button.
Easily Aggregate Data: You no longer need to pull data from multiple platforms each morning and collate the data in a spreadsheet, Lido can do all of this for you. Just select the platforms you want to use from our integrations list and click import. Lido will do the rest!
Automate your Workflow: If you are pulling the same data and aggregating it on a regular basis you can use Lido's reporting solution to automate this entire process and free up more time for other more important tasks!
Clients Love it: If you run a client facing company, you can use Lido as an on demand reporting solution. Your clients can select the KPIs they want to track and see the real-time data without needing to contact you at all.
Customizable: you can use existing templates or completely customize your reporting solution so you see only the most important data that is relevant to your decision making.
Lido allows you to seamlessly integrate data from different sources and then summarize them into formats you can define. Here are the steps, using Shopify data as an example:
Step 1: Click Data on the upper-left corner of Lido, then select the source from the list, then either input access details (such as API keys) or log in through another tab or window:
Step 2: After successfully connecting, you will be redirected to the Database Editor, where you can select tables, or even specific rows or columns, to import. Once you have finished selecting your data, click Save dataset & edit view in the top right corner.
The data is now loaded to your Lido spreadsheet.
Step 3: Define the KPIs by setting up the equations for calculating them. Lido has hundreds of features, with the names for functions in Google Sheets adopted to make it easier for you to start maximizing its features.
Step 4: Click the Dashboard on the top of the Lido spreadsheet. Click the Components tab on the right side and drag-and-drop components from the Components sidebar. Some of the components you can add are the charts, tables, metrics, and even maps!
Step 5: Connect the components to the data: click the dropdown below Selected Data, and choose the name of the table where the data you want to visualize is located. Once the table is read, a list of columns will appear under the Y-axis label. Select the column/s to display. If you are setting up a chart, click the drop-down box under the Chart type label.
Step 6: Once you are done, click Preview on the upper-right corner to see how it will look once deployed. If you are satisfied, click Share to share your visualized data with others!