First Look: Creating Detailed Reports in Oviond
In this video, you'll learn how to create comprehensive reports in Oviond. We'll guide you through setting up a new report, customizing cover pages, table of contents, and thank you pages, and adding detailed content using pre-built assets. Discover how to navigate and manage multiple pages within a report, and efficiently share your reports via link, email, download, or embed.
This tutorial is ideal for users who want to enhance their reporting capabilities with detailed, structured reports.
Step-by-Step Instructions
Log in to Your Oviond Account
Navigate to Oviond's login page and enter your credentials.
Select a Client
On the home page, select the client you want to start a new project for.
Click 'New Project'
Click the 'New Project' button at the top right-hand side of the screen.
Select 'From Scratch' and then click 'Next'
Choose Project Type
Select Report for project type.
Click 'Next'
Name Your Project and Select a Theme
Enter a name for your project and select a theme that suits your preferences.
Create the Project
Click 'Create New Project' to begin your new project.
Open Project Workspace Editor
Your new project will automatically open in the project workspace editor.
Summary
By following these steps, you can start a new project in Oviond, allowing you to efficiently manage and analyze your marketing data.
Related Resources
Part 8: Adding Your Brand, Colors, and Domain
Customize your brand in Oviond with white label features. Learn to set themes, adjust styles, and create a professional look for your projects.
How to start a new project
Learn how to start a new project in Oviond with this step-by-step guide for effective marketing data management and reporting.
Overview: How to connect data sources
Learn how to connect clients' marketing data sources to Oviond with this step-by-step guide. Set up integrations, troubleshoot issues, and maintain accurate data updates efficiently.