How do I add my logo / signature / color scheme to the Automated Email / Notification / PDF Reports ? Print

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To customize the templates used in Automated Reports, Downloaded PDFs from shared reports, PDF exports and Notifications:

• Go from the left sidebar to Reports Center -> Templates tab.

• At the top right click Add New Template to add a new template. 

You can add your custom texts and images to the header and footer boxes, add a cover letter, change colors (see how it looks in the live preview) and save when you're happy with the template content and style.

When you add a new Email Report task, set a new Notification or set PDF reports, you will be able to choose from templates you've saved by selecting them in the "Template" drop-down menu.


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