Frequency and send time
Daily, weekly with a day of the week, or monthly with a day from 1 to 31. Set the hour and minute, and the schedule is evaluated in your account's timezone.
Feature
Automated client reporting
Automated client reporting means you set a report's schedule, recipients, and sender once — then Oviond renders it fresh and emails it on every cycle, with no manual rebuild.
Why automated client reporting
Reporting day stops being a task
Recurring reporting is mostly repetition. An automation does the repeating.
Set the cadence once
Choose daily, weekly, or monthly delivery, pick the day and the send time, and the next run is scheduled for you.
Fresh data on every run
The reporting period is stored as a preset, so a monthly report set to last month always covers the most recent complete month.
Nothing left to remember
Recipients, sender, and email template all live on the automation, so no one has to chase the send.
How it works
How scheduled delivery works
An automation ties one report to a schedule, a recipient list, a sender address, and an email template. On each run, Oviond renders the report for the configured date range and emails it out.
Oviond checks for due automations every minute, so a run starts shortly after its scheduled time rather than exactly on the second.
A date range that re-resolves
The period is saved as a preset such as Last Month and resolved fresh on every run, so the report always covers the right window without anyone editing it.
Recipients and sender
Add one or more recipient addresses and choose the From sender. Senders can sit on your own verified sending domain or on your own SMTP server.
Email templates
Pick a saved template or compose a custom message inline. Placeholders for client name, report name, and date range fill in from the real report, and a custom message is saved as a reusable template.
Test before you trust it
A test send delivers the report immediately, to the saved recipients or a different address. It does not advance the schedule, and it is logged as a Test run so you can tell it from a real delivery.
Pause, resume, and run history
Suspend an automation without losing its configuration, and review every past run — scheduled or test — as Success, Failed, or Skipped, per report or across the whole account.
What changes on reporting day
Three recurring jobs an automation takes off the team.
Rebuilding the same report every month
One automation that renders it fresh on every run.
A calendar reminder to send the report
A schedule that fires whether or not anyone remembers.
Guessing whether a report actually went out
A run history with the status of every send.
What an automation carries with it
The schedule is the easy part. These three decide what lands in the inbox.
Deliver a link or a rendered report
Scheduled email sits alongside live links, embeds, and PDF downloads, so each client can have the format they prefer from the same report.
Scheduled reports go out as yours
Every automated send carries your theme and can leave from your own verified address, so the automation is invisible to the client.
Every metric recalculated, not just resent
Because the report is rendered again on each run, the metrics, filters, goals, and calculated KPIs you configured are recalculated for the new period.
Automate reporting on every channel
Any of the 70+ marketing data sources Oviond connects can sit inside a scheduled report — paid media, analytics, search, social, email, CRM, and e-commerce.
Template it, then schedule it
Build the report from a ready-made template once, attach an automation, and that client's reporting is handled from there.
Digital marketing dashboard
Track conversions, revenue, traffic, and customer engagement across your client's full marketing stack in one branded dashboard.
Google Analytics 4Google AdsMeta Ads (Facebook Ads)+4
Google Analytics 4
Track sessions, users, and traffic sources with insights by country, device, age, gender, and channel performance analysis
Google Analytics 4
E-commerce
Analyze e-commerce sales, conversions, and traffic insights with interactive, real-time performance metrics.
ShopifyWooCommerceStripe+1
Website performance
Monitor website traffic, user demographics, and page performance with insights from Google Analytics 4, Search Console, and Page Speed Insights.
Google Analytics 4Google Search ConsoleGoogle PageSpeed Insights+2
PPC dashboard
Track and compare reach, clicks, impressions, and CTR across Google, Facebook, Instagram, LinkedIn, and Twitter Ads over time.
Google AdsMeta Ads (Facebook Ads)Microsoft Ads+7
Social media ads
Track impressions, clicks, CTR, and ad spend across Facebook, Instagram, LinkedIn, TikTok, and Twitter Ads with insights on engagement & conversions.
Meta Ads (Facebook Ads)Instagram AdsLinkedIn Ads+3
Automated reporting FAQs
Schedules, senders, test sends, and delivery history — the practical details.
What is automated client reporting?
Automated client reporting is recurring report delivery configured once and run on a schedule. In Oviond an automation holds the report, the frequency, the reporting period, the recipients, the sender, and the email template, and re-renders the report on every run.
How often can Oviond send a report?
Daily, weekly, or monthly. Weekly automations take a day of the week, monthly automations take a day from 1 to 31, and both take a send time evaluated in your account's timezone. Those three frequencies are the full set.
How do I set up an automation?
Open Automations in the sidebar and click New automation, or use the Automations tab inside a report to start with that report selected. Name it, set the frequency and send time, pick the client, report, and date range, then add recipients, a sender, and an email template.
Which period does an automated report cover?
Whichever preset you chose, resolved fresh on every run. A monthly automation set to Last Month always sends the most recent complete month, so the range moves with the calendar on its own.
Can automated reports come from my own email address?
Yes. Choose a sender on your own verified sending domain, or one backed by your own SMTP server. If an automation has no usable sender it is flagged on the Automations list and will not deliver until you set one.
Can I test an automation before it goes live?
Yes, and it is worth doing. A test send renders and emails the report immediately, exactly as a scheduled run would, and you can point it at a different address. It leaves the schedule untouched and is recorded as a Test run in the history.
How do I know a report was actually delivered?
Every run is logged with its source, time, reporting period, and status — Success, Failed, or Skipped. You can review the runs for one report or a single timeline across the whole account.
Can I pause an automation?
Yes. Pausing suspends sending without losing the configuration, and runs that fall due while it is paused are logged as Skipped. Test sends are disabled until you resume it.
Can clients get a PDF as well as an email?
Yes. PDFs are generated on demand from a report's Download tab in A4 or Letter, portrait or landscape, and clients can download one themselves from a shared link when you allow it.
Where to go next
Automation handles the delivery. For the rest, see marketing reporting for the deliverable itself, marketing dashboards for the weeks between sends, the drag-and-drop report builder for building what gets sent, and the reporting API and MCP server to create and schedule automations programmatically. Comparing options? See all comparisons.
Let client reporting run itself
Set the schedule, the recipients, and the sender once — then reporting day takes care of itself.