How do I set up my report template and letterhead?

Before your first visit, a team admin can make the report look like yours. Everything is in Settings, then Reports, on the web.

On the web

1. Open Settings and select Reports.
2. Under Report templates, open the default template with Edit.
3. In Sections, add or rename sections with Add section. For each one, set Section title and What goes here, and pick Paragraph, List or Table.
4. In How Propel writes, set the Report title, Tone and who you are Writing for. Use Always remember for standing instructions.
5. Select Save changes.
6. Scroll to Report look. Use Upload logo for your logo and Upload letterhead for a letterhead PDF.
7. To test it, open Preview with a past visit in the template and select Generate preview.

Good to know

• Only team admins can change templates. Members see Only team admins can change templates.
• A team can have up to 5 templates with up to 20 sections each.
• The logo must be a PNG or JPEG up to 5 MB. The letterhead must be a PDF up to 5 MB.
• If you work with several kinds of clients, see the article on report templates to pick a template by place status or category.