Configure Project Reporting
You can configure the logo images that display on reports that users generate against a project. You can set individual report logos for each module type, including DCS, DLM, observation, and snagging/punch list reports. You can also set a general project logo, and this will be used in the absence of a logo for a particular module report type.
Note: This topic applies to configuring logos for project reports. For enquiry and organization reporting, see
Configure Enquiry Reporting or
Configure Organization Reporting.
When a user generates a project-based report, the system selects a logo based on the following precedence:
- The logo set for the particular module type for the project. For example, if you select a logo for DCS reports, it will be used when users run DCS reports against the project.
- The default entity logo set for the project.
- The logo of the organization of the user that runs a report.
- The system logo set for the organization. This is set in the Admin Zone, under Reporting and BI.
- If a logo does not exist at any of the above levels, then a logo is not displayed.
- Related Topics:
- Configure Project Report Logos
You can select the logos to display on project-based reports via the Report Settings tab on a project record. The entity logo is the general logo that is used for all report types. Alternatively, you can select different report logos to use for individual modules, and these override the entity logo when reports are generated.
Parent Topic: How to...