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A project is a named report or dashboard that lives inside a specific client’s workspace. Every project holds its own pages and widgets and can be shared publicly via a link.
1

Open the client

From your Clients list, click the client you want to create the project under. Everything you create from inside the client’s workspace is automatically scoped to that client — you don’t pick a client again.
2

Click + New Project

From the client’s Projects tab. Opens the new-project dialog.
3

Name your project

The name appears on the shared link, in PDF exports, and in the email subject when the project is automated.
4

Pick the type

Choose Report (paged report) or Dashboard (single-scroll live view).
5

Start blank or from a template

Starting from a template pre-populates pages and widgets you can customize. Otherwise start blank.
6

Create

Click Create. Oviond opens the project editor.
Need an account-level project that isn’t tied to a single client? See Agency → Add Project.