1
Create your account
Go to app.oviond.com and click Sign up. Enter your email address — there’s no password to set at signup. Oviond emails you a confirmation link. Click it to finish creating your account, then sign in.
If you’re joining an existing account, ask your admin to send you an invitation instead of signing up directly.
2
Complete onboarding
On your first sign-in, Oviond opens a six-step setup flow: your full name, company name, company website, how many clients you report for, and your first client. The final step finalizes your workspace automatically. See Onboarding for what each step does.
Onboarding creates your first client for you, so if you complete it you can skip the next step.
3
Add a client
Go to Clients in the left sidebar and click Add Client. Enter the required Client Name and Client Website, and optionally set currency, timezone, and manager. A client is the top-level container that groups all of its data sources, dashboards, and reports together. Every project belongs to a client.
4
Create a project
Inside a client, go to Projects and click Add Project. Choose to start from scratch or from a template. If you start from scratch, pick a project type: a Dashboard (a live view that always shows the latest data) or a Report (a point-in-time report for a specific date range). Then name your project and pick a theme.
5
Connect a data source
With the project open, go to the Data sources tab in the editor sidebar. Search for a platform (for example, Google Ads or Facebook Ads) and select it to start the connection wizard. Connect with OAuth or an API key, depending on the platform.You can review and manage connected data sources later under Settings → Data sources. See Connecting Data Sources for the full list of supported platforms and connection steps.
6
Add widgets
In the editor, drag widgets onto the page from the Add Content panel. Each widget is tied to a metric and the data source you connected.
7
Share with your client
Click Share in the top toolbar to open the share dialog. Use the Link tab to copy a public link your client can view without logging in — you can toggle the link active, require a password, or allow PDF download. Use the Email tab to send the report by email, or the Download tab to export a PDF.To send reports on a recurring schedule, set up an automation instead. To apply your branding, see White Label Overview.
Next steps
Connect more data sources
Add Google Analytics, Facebook, LinkedIn, and 60+ other platforms.
Set up white labeling
Use your own domain and branding for client-facing reports.
Automate report delivery
Schedule recurring PDF or email reports for your clients.
Invite team members
Add your colleagues to collaborate on reports.