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How to Edit Property Info Displayed on the Header of the Reports?

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Written by Pam Winslow
Updated over 2 years ago

Upon successful login, click Portfolio from the bar atop the screen. This reveals a list of options.

From these options, select Settings.

On the Settings screen, your workspace ID is displayed in the workspaceId field. You can copy it by clicking the copy to clipboard icon.

To choose a logo, click the Select Logo button. You can choose a logo from your system storage to be displayed alongside your portfolio.

The name of your organization is displayed in the Company Name field. This is also reflected on the header of the reports you generate in .PDF.

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