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.

To configure report logos for a project:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click the Report Settings tab.
    If the Report Settings tab is not visible, click more to display all available tabs.
  3. To set the logo for a particular report type, do the following:
    1. Click for the report type that you want to assign a logo image to.
    2. On the Document Picker window, click the document pool that contains the logo image, and then select the checkbox of the image that you want use.
    3. Click Continue.
  4. To remove a logo for a particular report type, click , and then click OK to confirm.
  5. To view the details of a logo image, click .