Branding your reports
Your account's branding settings control the visual appearance of all your report templates - including your logo, heading colours, and font. These settings are configured once and apply across all templates for your account.
Accessing branding settings
Navigate to Settings > Branding from the main menu.
Logo
Your logo appears in your report headers and/or footers, depending on your template's document settings.
To upload a logo:
- Click the upload area or drag and drop an image file.
- Your logo preview will appear.
- Click Save branding to apply.
To remove your logo, click Remove logo below the preview, then save.
Recommended size: 400 x 400 pixels. Accepted formats: PNG, JPEG.
Colours
You can customise the background and font colours for each heading level in your reports, as well as the default body text colour.
The available colour settings are:
- Heading 1 Background and Heading 1 Font - used for section headings (the top-level headings in your report)
- Heading 2 Background and Heading 2 Font - used for group headings
- Heading 3 Background and Heading 3 Font - used for item headings
- Heading 4 Background and Heading 4 Font - used for metadata headings (Comment, Location in Contract, Recommendation)
- Default Font - the body text colour used throughout the report
Click on any colour swatch to open a colour picker and choose your preferred colour.
Font
Choose the font used throughout your reports. The selected font applies to all text - headings and body content.
Available fonts include Arial, Calibri, Garamond, Georgia, Helvetica, Palatino, Tahoma, Times New Roman, Trebuchet MS, Verdana, and Aptos.
Saving your changes
After making changes to any branding settings, click Save branding at the bottom of the page to apply them.
Branding changes take effect for all new reports generated after saving. Existing reports that have already been generated are not affected.
Your branding settings (colours, font, logo) are reflected in both the on-screen report preview and the downloaded Word document.