Oviond Dashboards Overview

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By Chris Irwin

updated 3 months ago



Oviond Dashboards Overview (Transcription)

1. Sign in to Oviond and select the client you wish to view.

2. Click on the “Dashboards” module in the toolbar on the left-hand side of the screen.

3. Create a custom dashboard by clicking the “Add Dashboard” button at the top right of the screen and select the “Blank Dashboard” template.

4. 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 dashboard.

5. Add a custom scorecard by clicking on the “Add Data Widget” icon in the toolbar on the right-hand side of the screen, and select “Custom Scorecard” in the “Search Integration” field.

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 dashboards by clicking on the “Save as template” icon in the toolbar on the right-hand side of the screen.

9. Change the dashboard name and access sharing settings by clicking on the “Dashboard Settings” icon in the toolbar on the right-hand side of the screen.

10. Share the dashboard by clicking on the “Share Dashboard” icon in the toolbar on the right-hand side of the screen. The dashboard can be shared either by copying a URL for the dashboard or via email.


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