How do I add my logo and letterhead to reports?

Your logo and letterhead go on every report PDF your team signs. A team admin sets them once.

On the web (admins)

1. Open Settings, then Reports.
2. Scroll to Report look.
3. Under Team logo, select Upload logo and choose your file. Set Logo position to Left or Right.
4. Under Letterhead PDF, select Upload letterhead and choose a PDF.
5. Adjust the rest if you like:
   • Report style: Field or Classic.
   • Report font and Heading color.
   • Body size (pt), from 8 to 18.
   • Top margin (mm) and Bottom margin (mm), from 0 to 100, to clear your letterhead.
   • Report footer text.
6. Check the result with Preview with a past visit in a template.

Office copies

Under Office report recipients, add an Office email and choose Send a copy When a report is signed or When a report is generated, then Add recipient.

Good to know

• The logo must be a PNG or JPEG, up to 5 MB and 4096 pixels on each side.
• The letterhead must be a PDF up to 5 MB.
• There is one logo and one letterhead per team. Use Remove logo or remove the letterhead to change them.