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

Open the client

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

Click Add Report

On the client’s Reports tab, click Add Report to open the new-report panel.
3

Choose how to start

Pick Start from scratch or Start from a template. Starting from a template pre-populates pages and widgets you can customize.
4

Pick the type

When starting from scratch, choose Dashboard (a live view that always shows the latest data) or Multi-Page Report (a paged report for a specific date range).
5

Name your report

The name appears on the shared link, in PDF exports, and in the email subject when the report is automated.
6

Choose a layout

A blank Multi-Page Report asks how its pages are laid out:
  • Free canvas — place widgets anywhere on the page, at any size. This is the default.
  • Grid — widgets snap to rows and columns.
Dashboards and reports started from a template skip this step. A dashboard is always a grid, and a template keeps the layout it was saved with.
7

Create

Click Create report. Oviond opens the report editor.
A Multi-Page Report is paged and has a Pages tab; a Dashboard is a single full-screen view with no pages.
You choose the layout once, when you create the report — it can’t be changed afterwards. Widget positions are stored differently in each layout, so switching would move everything. To change layout, create a new report.