With brand templates, you can customize the style of your reports, giving them the look and feel of your company. In this article, we'll touch on the following subjects about brand templates:
Creating and editing a brand template
Selecting a default template
Changing the brand template used for a report
Create a brand template
To start creating a brand template, go to the left-hand menu and then click on Brand templates. You'll find all the brand templates in your account there. If you've never created a brand template before, a single brand template, "Tulip," will be available as the default for your reports.
To edit an existing brand template, click on the template you want to edit. To create a new brand template, click the green Add a Template button. A new page will show where you can edit the following details of your new brand template:
There are more settings that can be customizable here:
General:
Template NameFont: Choose a font for the whole report
No need to scroll through a long list — simply type the font name to search. You can also explore the full collection here: https://fonts.google.com/
Cover:
Text Color: Change the text color only for the header
Background color only for the banner
Banner image (Min. 1500 x 840px, max. 5MB)Content:
Text color for titles and report text
Show Provider Icon: Example: Google Ads icon
Show widget subtitle: The name of the data source
Chart Color: Choose the color of the charts
Comparison and target colors
Comparison and Target Colours
Change the color of the comparison targets. A positive percentage change can be green or change it to blue! You can also change the red negative change to orange.
Report Style: Change the color of a report's background:
- No borders white background
- Light grey borders, white background
- Grey borders, grey background
Customize PDF: Change the colors of the page header, footer, and content on each side.
PDF Settings:
A4-sized cover: Add a cover page by uploading an image
Text Color
Change the background color
Change the content of the header and footer.
Selecting a default template
Marking a brand template as "Default" means that every new report that's created will automatically use this brand template. To make a brand template the default, hover the mouse over your new Brand Template and click on the "Default" ribbon that appears in the top right corner.
The ribbon will change color, indicating the template is now the default and will be used in all reports you create from that moment on.
Changing the brand template used for a report
If you created a new brand template and now want to use it in an existing report, go to the report. Look for the Brand template in the upper-right corner. Your available brand templates will be shown. Click the one you want to use, and the draft report's style will be updated instantly to reflect the new brand template.
Edit the Cover page information at the palette icon as well:
Add or remove the cover options you want.
Let us know if you have questions at the bubble chat or at support@swydo.com