Create a simple client report in Oviond by adding a client, creating a report project, connecting the data source inside the project workflow, then checking the report before sharing it.
This article is for agency teams building their first client-facing report in Oviond.
Use it when you want one working report before setting up templates, automations, or multiple clients.
You will need:
access to your Oviond account,
the client name,
access to the client’s marketing account for the data source you want to use,
an idea of what the report should show,
your agency branding details if the report will be client-facing.
Do not start by connecting every data source. Start with the client, then the report project, then connect or select the data source inside that project workflow.
Open Clients and choose Add Client.
Create the client workspace for the business you want to report on.
After the client exists, create a project for that client.
Choose a report if the client expects a structured update, such as a monthly performance report.
Inside the report project workflow, connect or select the marketing data source needed for the report.
Choose the correct platform, complete the authorization flow if required, and select the correct profile or account.
Build the report with only the sections the client needs first.
Add widgets for the important KPIs, charts, tables, text, or other reporting blocks. Keep the first version focused so you can check it properly.
Before sharing the report, check:
the correct client,
the correct report project,
the correct data source,
the correct profile or account,
the date range,
each widget’s metric and display.
If the client will see the report, check the logo, colours, theme, email sender, and any client-facing domain settings that apply to your account.
Share the report with yourself or your team first.
Only send it to the client after you have checked the data, layout, branding, and access.
You should have one client report project with the right data source connected or selected inside the project workflow, at least one useful page, checked widgets, and a tested share path.
Check the selected client, project, data source, profile, widget, and date range.
Check the data-source profile selected inside the project. One connected platform may contain more than one account, page, property, or view.
Check that you have permission in the original marketing platform. Oviond cannot pull data from an account you are not allowed to access.
Remove anything the client does not need. A useful first report is better than a crowded report that nobody trusts.
Send Oviond support:
the client name,
the report project name,
the data source and profile you selected,
the widget or metric that looks wrong,
the date range,
what you expected to see,
what happened instead,
a screen capture of any error message.
