Use this glossary to understand the main words you will see while setting up client reports in Oviond.
This article is for agency owners, account managers, and reporting teams who are new to Oviond and want the product language to make sense before building reports.
You do not need to set anything up yet.
The most important workflow to remember is:
add a client,
add a report or dashboard project,
connect or select data sources inside the project workflow,
add pages and widgets,
share or schedule delivery.
Your account is your agency workspace in Oviond. It contains your clients, reports, dashboards, users, billing, branding, API keys, and settings.
A client is the business you are reporting on.
Create a client before creating that client’s report or dashboard project.
A project is either a report or a dashboard.
You create the project after the client exists. Data sources are then connected or selected inside the project workflow so the report or dashboard can show the right data.
A report is a structured, page-based reporting project. Use a report when the client expects a regular update, such as a monthly performance report.
A dashboard is a live reporting view. Use a dashboard when the client or your agency team needs something that can be checked more often.
A data source is a connected marketing platform or account used by a project, such as an ads, analytics, or social platform.
In the app workflow, data sources are connected or selected inside the report or dashboard project, not before the project exists.
A profile is the specific account, property, page, or view selected from a connected data source.
For example, one Google Analytics connection may contain more than one property. The profile tells Oviond which one to use.
A page is a section inside a report or dashboard project. Pages help organise the reporting view by topic, platform, channel, or client need.
A widget is a content block inside a project. Widgets can show KPIs, charts, tables, text, images, goals, embeds, and other reporting content.
A theme controls the visual style of a report or dashboard, such as colours and fonts.
A template is a reusable reporting structure. Use templates when you want to build reports faster without starting from a blank layout every time.
An automation is scheduled delivery for a report. Use automations when you want a report to send on a recurring schedule.
After reading this article, you should understand the basic Oviond setup order and the difference between clients, projects, data sources, pages, widgets, reports, dashboards, templates, themes, and automations.
Think of the client as the business you are reporting on. The project is the report or dashboard you build for that client.
The data source is the connected platform. The profile is the specific account, property, page, or view used for reporting.
Use a report for a structured client update. Use a dashboard for a live view that needs to be checked more often.
Send Oviond support:
the term you are unsure about,
the client you are setting up,
the project you are working in,
what you are trying to do next.
