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Customization (Report Builder) Settings

Customization settings allow users to rebrand and customize their reports in Report Builder. There are multiple customization options and we will go through each of them in this article.

 

Cover (+Background) Page:

Allows users upload (or remove) their company logo to be displayed on the cover page and background of the report:

cover_%2B_background.gif

 

 

Summary Header:

You can customize your summary header as well:

summary_header.gif

 

Customize Templates:

Here is how to create and customize report templates:

templates.gif

 

Milestone Indicators:

Users are entitled to customize what indicator types are displayed on the Chart Flow graph:

milestone_kpis.gif

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