> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oviond.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Build Your First Report

> A complete walkthrough from creating a client to publishing a shared link.

This guide takes you from a fresh Oviond account to a live, shareable report for your first client. Expect it to take \~20 minutes end-to-end.

## Before you start

* You've signed up for Oviond and completed [onboarding](/onboarding/overview) — your name, company, website, client count, and first client.
* You have OAuth access (or an API key) to at least one data source, such as Google Ads, Google Analytics 4, or Facebook Ads.

## 1. Add a client

Everything in Oviond is scoped to a client. See [Add Client](/clients/add). At minimum, enter the **Client name** and **Client website**. Oviond auto-generates a thumbnail from the website URL.

## 2. Create the project

A **project** is the report or dashboard you build inside the client. See [Add Project](/projects/add).

<Steps>
  <Step title="Open the client">
    From your **Clients** list, open the client. Everything you create here is scoped to that client.
  </Step>

  <Step title="Add a project">
    On the client's **Projects** tab, click **Add Project**.
  </Step>

  <Step title="Choose how to start">
    Pick **Start from scratch** or **Start from a template**. A [template](/templates/apply) pre-populates pages and widgets you can customize.
  </Step>

  <Step title="Pick the type">
    Choose **Report** (a point-in-time report for a specific date range) for your first build. **Dashboard** is a live, single-screen view.
  </Step>

  <Step title="Name and create">
    Name it something like *Acme — Monthly Performance*, then click **Create project**. Oviond opens the project editor.
  </Step>
</Steps>

## 3. Connect a data source

You wire up data inside the project editor, in its **Data sources** tab. See [Connect](/data-sources/connect).

<Steps>
  <Step title="Open the Data sources tab">
    In the editor sidebar, click **Data sources**.
  </Step>

  <Step title="Connect the platform">
    Search for the platform — e.g. Google Analytics 4 — and click **Connect**. Name the connection profile, then run the OAuth flow (or enter an API key). Oviond requests read-only access.
  </Step>

  <Step title="Link an account to this client">
    Under **Select Profile**, choose the connection and click **Link**. Then under **Select Account**, pick the specific account, property, or page for this client and click **Save**.
  </Step>
</Steps>

<Note>
  Each connection shows a **Token Valid** or **Token Expired** badge. If a token expires, click **Refresh** to re-authorize. See [Connect](/data-sources/connect).
</Note>

## 4. Add pages and content

<Steps>
  <Step title="Add a page">
    A report starts with one page. See [Add a page](/pages/add) to add and rename pages.
  </Step>

  <Step title="Open the Add Content tab">
    In the editor sidebar, open the **Add Content** tab.
  </Step>

  <Step title="Drag in a data widget">
    Drag a **Data Query** onto the canvas. Pick the data source you linked, choose a metric (e.g. *Sessions*) and an optional dimension, then pick the chart type — a single-value KPI is a quick win.
  </Step>

  <Step title="Add a trend chart">
    Drag in a second **Data Query**, set it to a line chart of *Sessions* over the last 30 days, and place it next to the KPI.
  </Step>
</Steps>

<Note>
  Oviond auto-saves the editor as you work and saves the whole project — every page and widget — in one operation. See [Add a widget](/widgets/add).
</Note>

## 5. Apply a theme

To make the report feel on-brand:

<Steps>
  <Step title="Create a theme">
    See [Add Theme](/themes/add). Set your client's primary color — Oviond auto-derives the full chart palette.
  </Step>

  <Step title="Apply it to the project">
    See [Apply Theme](/themes/apply).
  </Step>
</Steps>

## 6. Share it

See [Share Project](/projects/share). Click **Share** in the top-right of the editor to open the Share dialog.

<Steps>
  <Step title="Copy the link">
    On the **Link** tab, keep **Link is Active** on and click **Copy**. The link points to `/shared/{nano_id}` on your share host.
  </Step>

  <Step title="Set the options">
    Toggle **Show Date Selector**, **Allow PDF Download**, or **Enable Password** as needed.
  </Step>

  <Step title="Send it">
    Send the link to your client. They open it in any browser — no Oviond account needed.
  </Step>
</Steps>

## Next steps

* [Schedule a Monthly Report](/guides/monthly-report) — automate delivery to your client's inbox.
* [Connect Google Analytics 4](/guides/connect-ga4) — the full GA4-specific setup.
* [Templates](/templates/add) — save this report's layout so you can spin up the same thing for your next client in minutes.