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Customize Report Branding

Admins can brand client-facing reports so every export reflects your firm’s identity — without redesigning each report by hand.

Written by Vincent Turk

What you can customize

From the Report Branding page in the Admin Portal, you can configure:

  • Logo

  • Colors

  • Fonts

  • Footer

A live preview shows how branding will appear on reports before you save.

How to set up report branding

  1. Sign in with an account that has admin access.

  2. Open the Admin Portal.

  3. Go to the Report Branding page.

  4. Upload or update your logo and adjust colors, fonts, and footer as needed.

  5. Review the live preview.

  6. Save your changes.

How branding is applied

Branding settings are stored for your organization and automatically applied to client-facing reports (such as the Project Summary Report). You do not need to reapply branding each time someone generates a report.

Who can change branding

Only users with admin access can edit report branding. Other users generate reports as usual; the saved brand settings are applied for them.

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