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An agency report is a project that lives at the account level — no client scope. Use them for internal dashboards, pitch decks, or cross-client rollups.
1

Open the Agency screen

Click Agency in the left sidebar. This lists every account-level project.
2

Click + New Agency Report

Opens the create dialog — no client picker since agency reports aren’t scoped to a client.
3

Name your project

The name appears on the shared link, in PDF exports, and in automation email subjects.
4

Pick the type

Report (paged) or Dashboard (single-scroll).
5

Start blank or from a template

Templates work the same way they do for client projects — see Apply Template.
6

Create

Oviond opens the editor.

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Data sources

Agency reports pull from the agency’s shared integrations — data sources connected at the account level rather than to a specific client. Connect them under Data Sources and they become available to every agency report.