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Using a template creates a brand-new report from its pages, widgets, and settings, then wires the widgets to the client you choose.
1

Open the template

From the Templates screen, open the template you want. This shows a preview of its pages and widgets.
2

Click Use template

In the preview, click Use template to open the slide-over.
3

Choose a client

Pick the Client the new report belongs to. You can only create a report for a client you have permission to edit.
4

Name the report

Enter a Name for the new report. It’s pre-filled with the template’s name.
5

Create report

Click Create report. Oviond copies every page and widget into a new report, applies the client’s theme, and opens the report so you can finish wiring its data.

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What happens on create

  • A new report is created and assigned to the chosen client.
  • Pages and widgets are copied from the template.
  • The new report inherits the client’s theme (theme_id) when the client has one set.
  • Widgets that need a data connection use the new report’s client.
Set a Client theme in the client’s settings before you create reports from templates, and every new report starts on-brand automatically. See Apply Theme.