Oviond helps marketing agencies build branded client reports and dashboards without rebuilding the same reporting work every month.
This article is for agency owners, account managers, and reporting teams who are new to Oviond and want to understand what the platform does before setting up their first client.
You do not need to connect anything yet.
It helps to know:
which client you want to report on first,
whether that client needs a report, a dashboard, or both,
which marketing platforms that client uses,
who at your agency will build or manage the report.
Oviond is a white-label marketing reporting platform for agencies.
You use it to organise client reporting in one place: clients, report and dashboard projects, connected data sources, pages, widgets, branding, templates, users, and scheduled delivery.
The point is not to make reporting look fancy for the sake of it. The point is to make client reporting more dependable, repeatable, and easier to manage across your agency.
A client is the workspace for the business you are reporting on.
Use this when you want to keep one client’s reporting separate from another client’s reporting.
After the client exists, create a project for that client.
A project in Oviond is either a report or a dashboard.
A report is useful when you want a structured, page-based client report.
A dashboard is useful when you want a live view that is easier to check regularly.
Data sources are the marketing platforms you report on, such as ad platforms, analytics tools, social channels, and other reporting sources.
In the app workflow, you add the client first, then add the report or dashboard project, then connect or select the data sources needed for that project.
Inside a project, you add pages and widgets. Widgets are the charts, tables, KPIs, text blocks, images, and other content blocks that make up the report or dashboard.
Oviond is built for white-label reporting. That means the client-facing report can use your agency’s brand instead of looking like a third-party reporting tool.
Depending on your setup, branding can include your logo, colours, themes, email settings, and client-facing domain.
Once a report or dashboard is ready, you can share it with the client or schedule delivery.
Scheduled delivery is useful for recurring reporting, such as weekly performance updates or monthly client reports.
After the setup flow, your agency should have a client workspace with at least one report or dashboard project, the right data sources connected inside that project workflow, and a reporting view that can be shared with the client.
For recurring reporting, the end result should be a report your team can send again without manually rebuilding the same layout each time.
A small agency might create a client for a dental practice, create a monthly report project, connect the client’s ad and analytics data sources inside that project workflow, add the most important metrics, apply the agency’s branding, and schedule the report to send before the monthly client call.
That is the core Oviond workflow: organise the client, create the reporting project, connect the data, build the reporting view, brand it, then deliver it consistently.
Account: your agency workspace in Oviond.
Client: the workspace for the business you are reporting on.
Project: a report or dashboard.
Report: a structured, page-based reporting project.
Dashboard: a live reporting view.
Data source: a connected marketing platform or profile used inside a project for reporting.
Page: a section inside a project.
Widget: a chart, KPI, table, text block, image, or other content block inside a project.
Theme: styling used to control the look of reports and dashboards.
Template: a reusable reporting structure.
Automation: scheduled delivery of a report.
Use Oviond when your agency needs to:
send regular client reports,
reduce manual reporting work,
keep client reporting consistent,
combine data from different marketing platforms,
present reporting under your own agency brand,
give clients clearer access to performance updates.
Oviond is not meant to replace your strategy, client communication, or campaign work. It is there to make the reporting layer cleaner and more repeatable.
Start with one client and one report or dashboard project. Do not try to set up every client, template, and automation on day one.
Create the client and reporting project first. Connect the data sources inside the project workflow once you have the correct account access.
Use a report when the client expects a structured update, such as a monthly performance report. Use a dashboard when the client or your team needs a live view that can be checked more often.
Check that the correct client, project, data source, profile, widget, and date range are selected. If the data still looks wrong, contact support with the details below.
Send Oviond support:
the client name,
the report or dashboard project name,
the data source you are working with,
what you expected to happen,
what happened instead,
a screen capture if there is an error message.
