Rova Software

Our training and help center, including a software tour, in-depth feature articles, how-to's and all your FAQs.

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45 articles in this collection
Written by John Oerter, Brooke Heck, and Matthieu Lynch and 3 others
Software Tour

Rova User Roles & Privileges

Learn more about each individual user roles and their capabilities.
Written by John Oerter
Updated over a week ago

Getting Started

This is a great spot for beginners to gain the basic knowledge needed to get successfully get started using Rova.
Written by Brooke Heck
Updated over a week ago

Customizing Your Profile

Looking to complete your profile? Look no further. Learn how to edit your information or upload a profile picture and more here.
Written by Matthieu Lynch
Updated over a week ago

Navigating Rova

An easy, how-to-navigate guide to help you find your way around Rova.
Written by John Oerter
Updated over a week ago

Navigating Your Plan

Learn everything you need to know about navigating your plan here.
Written by Megan Moore
Updated over a week ago

Category Details Screen

Written by Megan Moore
Updated over a week ago

Dashboard Screen

The dashboard is a quick and easy way to see how all of your plans are performing and what's coming up. Learn more about the Dashboard here.
Written by Brooke Heck
Updated over a week ago

Tactic Details Screen

The Tactics Details screen gives an in-depth of a chosen tactic. Learn more about the Tactics Details screen and what to expect here.
Written by Matthieu Lynch
Updated over a week ago

Measurements Details Screen

The Measurement Details screen gives an in-depth look at any measurement. Learn more about the Measurement Details screen here.
Written by Matthieu Lynch
Updated over a week ago

How to Use the Matching Tool

Matching tactics to measurements and vice versa is an imperative part of using Rova. Learn how to use the matching tool here.
Written by John Oerter
Updated over a week ago
Building Your Workspace

How to Insert Your Agency's Logo

Administrators can Swap out Rova's logo to customize their workspace.
Written by Megan Moore
Updated over a week ago

How to Change Rova's Terminology

Learn about how to make Rova fit into your lexicon.
Written by Megan Moore
Updated over a week ago

How to Assign Measurements

Learn how to assign reporters to measurements to ensure activity is being entered into the system.
Written by Brooke Heck
Updated over a week ago

How to Manually Add Tactics

Entering tactics into Rova is easy. Learn how here.
Written by Matthieu Lynch
Updated over a week ago

How to Bulk Import Tactics

Do you have a lot of tactics to enter into Rova? Bulk importing is the most effective option. Learn how here.
Written by Brooke Heck
Updated over a week ago

How to Manually Add Measurements

Entering measurements into Rova is simple. Learn how to manually add measurements here.
Written by Matthieu Lynch
Updated over a week ago

How to Bulk Import Measurements

Once the Plan is in the system, the next step is to enter your measurements. Learn how to bulk import measurements here.
Written by Matthieu Lynch
Updated over a week ago

How to Add a Plan

Adding a Plan into the software is simple. There are three components to a Plan: the summary statements, measurements and tactics.
Written by Brooke Heck
Updated over a week ago

How to Edit a Client

Editing a client's information ranges from editing the name and logo to team members. Learn more about editing a client and what to expect.
Written by Matthieu Lynch
Updated over a week ago

How to Add a Client

Learn how to add a client and assign team members here.
Written by Matthieu Lynch
Updated over a week ago

How to Edit a User's Role

Only Administrators can edit a user's role. Learn more about editing a user's role and what to expect when doing so here.
Written by John Oerter
Updated over a week ago

How to Add Users & Assign Roles

One of the first things you'll want to do is add users and assign roles. Learn more about doing this and what to expect here.
Written by John Oerter
Updated over a week ago

How to Set-up Your Client Dashboard

Publishing reports to your clients has never been easier. Learn more here.
Written by Megan Moore
Updated over a week ago
Frequently Asked Questions

Can I Integrate with Google Analytics?

You can integrate with Google Analytics to create measurement activity in Rova.
Written by Jonathan Tvrdik
Updated over a week ago

What is the agency sentiment?

Written by Megan Moore
Updated over a week ago

What is the Strategic Success Value?

The term Strategic Success Value (SSV) shows up frequently in Rova. Learn more about the term and how it's used here.
Written by Matthieu Lynch
Updated over a week ago

How are the ID codes generated? Can I assign my own?

Each measurement and tactic has unique ID codes. Learn more about where they come from and how they're used here.
Written by John Oerter
Updated over a week ago

What happens if I delete a measurement or tactic after it's been matched?

There are a lot of ties in Rova. It's good to know how these ties are affected when items are deleted from the system.
Written by John Oerter
Updated over a week ago

If I edit my plan information, will any other information be affected?

It's good to know how altering specific items will affect the rest of your plan.
Written by Joe Olsen
Updated over a week ago

How do I export a plan?

Need to export data in a hurry? We've got you covered. Learn how here.
Written by Matthieu Lynch
Updated over a week ago

How many statuses are there and what do they mean?

Learn about the three measurement statuses inside Rova and what they mean for you.
Written by Megan Moore
Updated over a week ago

How many Plans can I create within a client?

It's always beneficial to know what limits you have as a user.
Written by Joe Olsen
Updated over a week ago

Will I get email notifications from Rova?

It's good to know how your inbox will be affected when you start using a new software. Learn about our emails and what you can expect here.
Written by John Oerter
Updated over a week ago

How do I archive a Plan?

Only administrators can archive a Plan. Find out how here.
Written by Matthieu Lynch
Updated over a week ago

How can I customize my agency's experience?

Written by Megan Moore
Updated over a week ago