To create and edit your own Report Theme, go to Customisation > Report Theme.

You can create your own Report Theme by cloning and then customising an existing report theme (pick the one that most closely resembles your own preferences).

To clone a Report Theme click Clone report theme, and a copy of the theme will be created.

Next, click Edit for the cloned theme and a new window will open where you can:

  1. Edit the Report Theme Name.
  2. Change how the Plan Summary tables come out in your reports.
  3. Customise the styles that make-up the Report Theme.

To edit a style click on its Edit icon and a new window will open.

You can change the colour of a style used within your theme using the colour picker or by entering the appropriate HEX or RGB colour code. A HEX code is a six digit code used in web design to specify a particular colour. 

If you don’t know the HEX codes of the colours used in your branding click here to be directed to a handy 3rd party website that will grab the HEX colours from your website simply by entering its URL.

To see an example of how all of the different styles are used in a report click here.

Once you’ve made all the changes you require to the individual styles, close the window and make sure you select your newly created Report Theme as the 'Active Theme'.