Advice and answers from the Rova Team

The client dashboard feature allows admin and client editor roles to share reports with clients without ever leaving Rova, as well as clients the ability to view their current Plan Snapshot report, as well as an archive of previously published in one central location.

Activate the Client Dashboard

The first step to using the client dashboard feature is activation. There are two ways to activate your client's dashboard. 

You can: 

  1. Click Admin in the top navigation. 
  2. In the dropdown, select and click Clients.
  3. On the Clients screen, click on the client's name for which you'd like to activate a client dashboard.
  4. Once you're on the client's page, scroll to the bottom. Locate and click on the Activate Client Dashboard button.

Or if you're ready to make and publish a report, you can:

  1. Click on the Plan overview for whichever client you'd like to activate an account.
  2. Find and click on the Reports button.
  3. In the dropdown, select and click the Plan Snapshot Report.
  4. Select the dates you'd like for your report.
  5. Edit and customize the report however you'd like and then click Preview.
  6. Once the report is ready and you are satisfied, click on the Publish to Client Dashboard button at the top of the screen.
  7. You client dashboard has been activated. In the success message, click "Click here to view" to be taken to the client dashboard.

Add a Client Account

  1. Click Admin in the top navigation. 
  2. In the dropdown, select and click Clients.
  3. On the Clients screen, click on the client's name for which you'd like to activate a client dashboard.
  4. Once you're on the client's page, scroll to the bottom. Locate and click on the Activate Client Dashboard button.
  5. You will see an Add Client Account button appear, click that button.
  6. A modal will pop up over the screen. Fill out the entry fields and then click Submit. 
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