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A template is a saved report scaffold — its pages, widgets, date range, and presentation settings — that you can reuse to spin up new reports. Templates save you from rebuilding the same report or dashboard structure for every new client.

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Create from an existing report

You create a template by saving an existing report. There is no separate “new template” builder.
1

Open the client's Reports list

Find the report whose layout you want to reuse.
2

Choose Save As Template

Open the report’s three-dot menu — in the list, or the ⋮ menu in the report header — and click Save As Template. This is only available if you have permission to edit the report.
3

Name and describe it

In the Save Template dialog, enter a Name (e.g. Monthly SEO Report) and an optional Description so your team knows when to use it.
4

Review the data sources

The dialog shows the Data sources the template uses. Oviond derives these automatically from the report’s widgets — you don’t set them by hand.
5

Save Template

Click Save Template. The template appears in the Templates library and is available when you create new reports.

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What gets saved

  • Every page and its layout.
  • Every widget — its type, data source, metrics, dimensions, and display settings (live values are stripped, so widgets ship in a demo state).
  • The report’s date range, theme, orientation, and presentation settings (cover page, header, page numbers, thank-you page, and so on).
  • The list of datasources the template expects, derived from its widgets.

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What doesn’t

  • Live data and connections — widgets ship without a client data connection. When you use the template, each widget is wired to the new report’s client.
  • Cached chart values — the template holds the structure, not the data.
Oviond captures a thumbnail for the template automatically by rendering the source report. You don’t upload one in the save dialog.