Before you start
- You have a project — report or dashboard — ready to send.
- You’ve configured a sender so the email comes from your own domain (optional — Oviond falls back to a default address).
- You’ve tested the project’s widgets with live data.
1. Verify the report is ready to send
1
Open the project
Make sure every widget is configured against the right data source and date range.
2
Use a relative date range
Plan to set the automation’s date range to a relative period such as Last Month. Relative dates are essential for automations — each monthly run pulls its own month’s data.
3
Preview a PDF
Open the project’s Share dialog, switch to the Download tab, and click Generate New PDF. Generation runs in the background; check that the rendered report looks clean. See PDF export.
2. Create the automation
You can create an automation from the top-level Automations screen or from the project editor’s Automations tab. See Add an automation.1
Open Automations
Click Automations in the left sidebar, then click New automation. (From the project editor’s Automations tab, click Add automation instead, and the project is pre-selected.)
2
Name and set the schedule
Enter a Name. Set Frequency to Monthly, Day of month to
1, and Send at to a morning hour. The schedule is evaluated against your account timezone. See Scheduled delivery.3
Pick the project and date range
Choose the Client and Project you validated, then set Date range to Last Month. The report is rendered fresh for that range on every run.
4
Configure the email
Add the client contact under Recipients (you can add several). Choose the From sender, and pick an Email template — or choose Custom message to compose a Subject and Message inline. Placeholders like the client name and date range fill in from the project. See Email delivery.
5
Create
Click Create. The automation is saved and the next run is scheduled automatically.
3. Test before going live
Always test before relying on an automation:1
Open the automation
From the Automations list, use the row menu or open the details slide-over.
2
Click Test
A test send bypasses the schedule and emails the report immediately. The recipient dialog is pre-filled with the saved recipients — edit it to send the test to yourself. See Test an automation.
3
Check the email
Subject, sender, body copy, and the rendered report should all look exactly how the client will see it.
A test send doesn’t advance the schedule, but it does appear in run history flagged as a Test run.
4. Monitor the first real run
After the first scheduled delivery (on the 1st of next month):1
Open run history
From an automation, click Executions, or open the project’s run history. See Run history.
2
Check the status
Success — the run rendered and sent. Failed — a rendering or delivery problem; the error detail is stored with the run. Skipped — the run was skipped, e.g. the automation was paused when it was due.
3
Check email delivery
See Email logs for per-recipient delivery events.