Use Orova Insight
step by step.

Getting in

• 1

  Open your workspace. Sign in to Orova and pick your workspace at the top of the page. If you belong to only one workspace, Orova takes you straight into it.

  

• 2

  Pick Orova Insight in the module list. Click the Insight tile. Orova takes you straight to the report list. There is no sub-item to choose after that.

  

• 3

  Look at the tab row on top. There are five tabs: Recent, Shared with me, Owned by me, Trash, Templates. Next to each tab is a counter showing how many reports that tab holds.

• 4

  Read the table columns. The table has four columns: Name, Owner, Created, Last updated. The Owner column shows the creator's email, so you know exactly who built that report.

  

• 5

  Try the search box. Type part of a report name into the Search box. The list narrows as you type, you do not have to press Enter.

  

Use a template

• 1

  Click the Templates tab. In the tab row at the top of the report list, click Templates. The screen switches from a table to a grid of cards, each card a template with a preview image.

  

• 2

  Look at each template's preview. Use the image to guess what that template is good for. Templates with many big numbers suit an overview report. Templates with many tables suit a detailed per-campaign report.

• 3

  Click Use this template on the card you picked. Hover over the card and the Use this template button appears. Click it. Orova copies the whole layout into a new report of your own.

  

• 4

  See what just happened. Orova opens the report builder straight away. You see charts already laid out but without real numbers. That is because the template does not know where your data lives yet.

• 5

  Point your own data source at it. Select each chart and change the Data source field in the properties panel on the right. How to bring data in is covered in the next section of this page.

Six steps to create a report

• 1

  Click Create report. The button sits in the top right corner of the list screen. A dialog slides into the middle of the screen.

  

• 2

  Fill in the Report name. The Report name field takes up to 80 characters and has a character counter next to it. Name it after the job, for example your company name plus Marketing report. Leave it blank and Orova names it New report.

  

• 3

  Pick an avatar — the free way. Click Upload image and pick a picture from your computer. It appears immediately in the round preview. This does not use any quota.

  

• 4

  Or have AI draw the avatar. Click Generate image. AI draws an avatar and places it in the round frame. This uses quota; the screen shows the amount before you click. A few seconds later the image is there.

  

• 5

  Fill in a Description if you want. The Description field takes up to 200 characters. That line appears on the report title bar and helps colleagues know what the report is for.

  

• 6

  Click Start. Orova creates the report with one blank page and opens the builder directly. You are now in front of a white canvas, ready to drop your first chart.

  

Five steps to upload a file

• 1

  Download Orova's sample spreadsheet. In the Add data panel, open the Excel / CSV file tile and click the sample spreadsheet download link. Your computer receives an .xlsx file. Its content follows the language you are using.

• 2

  Fill in your own numbers using the same columns. Open the file in Excel or Numbers. The first tab holds sample data, the next one lists the filling rules. Delete the sample rows, enter your numbers, and keep the column names exactly as they are.

• 3

  Name the source. Back in Orova, the Name field in the file source panel is required and takes up to 120 characters. Use something obvious like a campaign name or a store name. Leaving it blank returns the error Name the source first.

  

• 4

  Upload the file. Pick the .xlsx or .csv file you just filled in and upload it. Orova reads the table structure in the background, which takes a few seconds to a few dozen seconds depending on the number of rows. Meanwhile the screen shows a loading state.

  

• 5

  Wait for the load to finish, then check it. When it is done, the source tile shows the source name, the number of rows loaded, the last load time and the list of fields it detected. Seeing all the columns from your file means it worked.

  

Create an API source

• 1

  Open the Custom API tile. In the Add data panel, the last group contains the Custom API tile. Click it and the source creation panel appears.

  

• 2

  Name it and pick a mode. The Name field is required. Pick the write mode that fits your data; the default mode suits event-style data where each row is one occurrence.

  

• 3

  Grab the secret key and the send command. Once created, Orova generates a secret key and an intake endpoint. There is a button that copies the whole send command; hand that command to your technical person.

• 4

  Choose which way the data flows. Both directions work. Your system pushes into Orova through the intake endpoint, or you declare a URL for Orova to pull from, optionally with an authentication header.

• 5

  Check the latest record to confirm it works. The source panel has a place to view the most recent record received. Real data there means the pipe is live. You can also re-declare the field structure if Orova read it incorrectly.

How to connect an account

• 1

  Pick the matching source tile. For example click the Google Analytics tile in the Google group. The panel on the right explains what permissions Orova is asking for, with a connect button.

  

• 2

  Click the connect button. A window from Google or Facebook opens, not an Orova screen. Sign in with the account that holds the data.

  

• 3

  Approve the read permissions. The provider lists the permissions Orova is asking for. They are all read permissions. Click approve, the window closes and you come back to Orova.

• 4

  Pick the right sub-account. One account usually manages several things: several Analytics properties, several Pages, several ad accounts. Orova asks you which one to use before pulling any numbers.

• 5

  Wait for the first pull. The first pull takes longer than later ones because it fetches the whole history. Wait for the done message before you build charts, otherwise the charts show up empty.

From blank canvas to a chart with numbers

• 1

  Make sure you are in Edit mode. Look at the toggle on the toolbar. If it says View mode, switch to Edit mode and the content buttons appear.

  

• 2

  Pick a content type and draw it on the canvas. Click the content type you want, for example a chart or Text. Drag on the canvas to set the frame; release and the widget is there.

  

• 3

  Open the properties panel. Click the widget you just created. The properties panel appears on the right of the screen. Every setting for that widget lives in this panel.

  

• 4

  Pick a Data source. The Data source field lists the sources you have connected to this report. Only after you pick a source do the metric and dimension lists fill up.

  

• 5

  Pick a metric, then a dimension. For example the metric is revenue and the dimension is day. The widget redraws immediately, no save button needed. Switch the dimension to channel and the chart splits differently.

  

• 6

  Set the date range. The Date range field decides which period the chart pulls numbers from. If the chart is empty, the date range is very likely outside the period that has data.

• 7

  Pick a Chart type and colors. The chart type field opens a grid of types. Try a few to see which one reads best with your numbers. The color field changes the widget's palette.

  

• 1

  Add a new page. Click Add page on the toolbar, or the add button on the page bar at the bottom. A new page tab appears and you click to switch between them.

  

• 2

  View and arrange the pages. The bottom bar has an all pages button plus two arrows to scroll left and right when there are many pages. Each page is built independently from the others.

  

• 3

  Set the zoom to a comfortable level. The zoom field on the toolbar accepts a typed number or a preset level. On a small screen, reduce the zoom to see the whole canvas.

  

• 4

  Made a mistake? Undo it. Click Undo to step back, Redo to bring it back. The report saves continuously, so you never have to look for a save button.

  

One AI request

• 1

  Connect at least one source to the report first. AI only sees the sources connected to this very report. With no source on the report, AI has nothing to draw.

• 2

  Click the draw a chart with AI button. The button is on the builder toolbar. An input box appears, with a line stating how much quota this costs.

  

• 3

  Write the request as specifically as you can. Say clearly which figure, broken down by what, over what period. For example: draw revenue by day, split by channel, over the last thirty days.

  

• 4

  Send it and wait a few seconds. AI reads the source structure and returns one widget. Orova places it on the page you have open. Each request draws one widget.

  

• 5

  Adjust it if it is not quite right. Click the widget and open the properties panel on the right. Change the metric, dimension, date range or chart type as usual. Editing by hand uses no quota.

  

Create a custom metric

• 1

  Open the metrics screen. Go to the Metrics section of Orova Insight. The screen lists the metrics your team has created, each row showing a name and a formula. An empty list means nobody has created one yet.

  

• 2

  Name the metric. Type a short name the whole team understands. This name appears in the metric list while you build charts, so avoid abbreviations people have to guess.

  

• 3

  Write the formula. Use the exact column names in your source, for example Revenue divided by Cost. A misspelled column name means the metric returns no value when you chart it.

  

• 4

  Save it. Click save. The new metric appears in the list right away. It costs no quota, because this step is pure calculation — no AI call.

  

• 5

  Use the metric on a chart. Go back to the report, select a widget and open the Metric box in the properties panel on the right. The metric you just created sits in the same list as the original columns.

  

Set a filter and a date range for one chart

• 1

  Select the chart you want to change. Click a widget once on the canvas. The properties panel opens on the right with the Data source, Metric, Dimension, Filter and Date range boxes.

• 2

  Open the date range box. Click Date range. Pick the period for this widget. The chart redraws as soon as you choose — there is nothing to save.

  

• 3

  Turn on the previous period comparison. In the same date range box, switch the comparison on. The chart adds the numbers from the period immediately before, so you can see the difference.

  

• 4

  Add a filter condition. Click Filter, pick the column to filter on, then pick the values to keep. For example one channel, one campaign or one branch.

  

• 5

  Check the result. Look straight at the canvas. If the chart is empty after filtering, no row matches the condition any more — loosen it.

Create a blended source

• 1

  Open the blend tool. In the report builder, click Blend on the toolbar. The blend tool opens and lets you pick from the sources already connected to this report.

  

• 2

  Pick the two sources. Choose the first source, then add the second. If the list is empty, go back and click Add data to connect a source to the report first.

  

• 3

  Pick the column to join on. Point out the column the two tables share. Both columns must hold the same kind of value: dates join with dates, channel names join with channel names.

• 4

  Save the blended source. Save it. The blended source appears in the Data source list of the properties panel and behaves like any other source.

Refresh your data

• 1

  Click Update. On the builder toolbar, click Update. The widgets switch to a loading state and redraw with the new numbers.

  

• 2

  Open the auto-sync settings. Click the small arrow next to the Update button to open Auto-sync settings. Pick the cycle you want and save.

  

• 3

  File sources: upload the new table. Open that file source again and pick a new file from your computer. Choose append if the new table continues the old one, or replace if the new table is the complete set.

  

• 4

  Wait for the load to finish before looking. Orova reads the file in the background. A large table leaves the source in a loading state for a few dozen seconds. Wait until the new row count appears before going back to the report.

Preview before you send

• 1

  Switch to view mode. On the title bar, flip the switch to View mode. Every editing button disappears and you see exactly what the recipient will see.

  

• 2

  Go back to editing. Flip the switch to Edit mode. The toolbar and the properties panel come back. Nothing is lost when you switch back and forth.

  

Share a report

• 1

  Open the sharing panel. Click Share on the title bar. The sharing panel opens in two parts: the general permission for the whole workspace, and per-person permissions.

  

• 2

  Set the permission for the workspace. Pick one of three levels: can edit, can only view, or cannot see it. This level applies to every member of the workspace.

  

• 3

  Add a permission for one person. Add a person to the list and pick their own level. Use per-person permissions when someone needs a different level from the rest of the team.

• 4

  Get the public view link. The sharing panel includes a public view link. Copy it and send it to people outside the workspace — they can view the report without an Orova account.

  

Roll back, duplicate, delete

• 1

  Open the version history. In the builder, open the version menu. The list shows the saved checkpoints with their timestamps, and each one has a restore button.

  

• 2

  Restore a checkpoint. Click restore on the checkpoint you want. The report returns to exactly that state. The open version is replaced by the older one, so check the timestamp carefully.

  

• 3

  Duplicate it to experiment. Use duplicate to make a copy. You can change whatever you like on the copy without touching the original report the team is watching.

  

• 4

  Delete a report. A deleted report does not vanish immediately — it lands in the Trash tab of the report list. The last column of that tab shows when it was deleted.

  

• 5

  Restore or delete permanently. From the Trash tab you can restore a report back to its old list, or delete it permanently to remove it for good.

  

Set up a schedule

• 1

  Open the scheduled reports screen. Go to the scheduled reports section of Orova Insight. The screen lists the schedules already set, each row showing the report, the recipients and the cycle.

  

• 2

  Pick the report to send. Choose from your workspace report list. Only reports you have permission to view appear here.

  

• 3

  Fill in the recipients. Enter each recipient's email address. Check the spelling carefully — a wrong address means the email goes astray with no clear error.

  

• 4

  Pick the cycle. Set the sending cycle to suit you, for example once a week. Save it and the schedule starts running from the next cycle.

  

• 5

  Test it with send now. Use send now to receive a test copy. Open your own inbox and check that the layout and the numbers are right.