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An automation emails a report to a list of recipients on a recurring schedule — daily, weekly, or monthly. On each run, Oviond renders the report for the configured date range and emails it from the sender you choose, using the email template you select. You can create an automation two ways:
  • From the top-level Automations screen in the sidebar.
  • From the Automations tab inside the report editor, which pre-selects the current report.
1

Open Automations

Click Automations in the left sidebar, then click New automation. Inside the report editor, open the Automations tab and click Add automation instead.
2

Name and schedule

Enter a Name, then set the Frequency (daily, weekly, or monthly), the day, and the send time. See Scheduled delivery.
3

Choose the report and date range

Pick the Client and Report to deliver (the report is fixed when you start from the editor tab), then choose a Date range such as Last Month. The report is rendered fresh for that range on every run.
4

Configure the email

Add Recipients, choose the From sender, and pick an Email template — or select Custom message to compose a new template inline. See Email delivery.
5

Create

Click Create. The automation is saved and the next run is scheduled automatically.
Always test a new automation before relying on it — the test send bypasses the schedule and emails the report immediately so you can verify it looks right.