Oviond Reporting Overview (Transcription)

1. Login and select the client you wish to view.

2. Click on the “Reporting” module on the toolbar on the left hand side of the screen.

3. Create a new report by clicking the “New Report” button at the top right of the screen and select a template.

4. Add a new page by clicking on the “ + New Page” button on the top left of the screen. Enter the page name and click “Create”.

5. Add a widget by clicking on the “Add Data Widget” icon in the toolbar on the right hand side of the screen. Select the integration, measures, widget name and chart type before clicking “Create Widget” to add a widget to the report.

6. Add text by clicking on the “Add Text box” icon in the toolbar on the right hand side of the screen. Text controls will appear in a toolbar at the top of the screen.

7. Add media by clicking on the “Add Media” icon in the toolbar on the right hand side of the screen. Both videos and images can be uploaded from this pop-up.

8. Save the dashboard as a template to be used on other reports by clicking on the “Save as template” icon in the toolbar on the right hand side of the screen.

9. Access automation by clicking on the “Report Automation” icon in the toolbar on the right hand side of the screen. Enter in an email address, automation name and sending frequency before clicking the “Save” button to complete the automation setup.

10. Share the report by clicking on the “Share Report” icon in the toolbar on the right hand side of the screen. The report can then be shared via email, URL, or downloaded as a PDF as is seen in the toolbar on the left hand side of the screen.

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