Step-by-step guidance
Who can do this: Configuration requires organization-administration or designated report-configuration permission.
Before you begin
- Approved organization and contact details
- A suitable logo and brand colors
- Preferred date, number, and currency formats
Steps
- Open Company settings and Report branding.
- Add organization identity, contact details, logo, colors, header, and footer.
- Choose date, number, and currency presentation.
- Save and generate a preview to confirm accuracy.
Expected result
Supported reports consistently represent the organization and regional format choices.
Next action
Generate representative internal and client-facing reports before wider use.
Common problems
- Use a higher-resolution logo if it looks blurry.
- Shorten long headers to leave more room for report content.
- Check the preview if dates, numbers, or currency use the wrong format.