Branding and scheduled email reports

Branding

Settings, section Branding (/app/settings#branding). Owners and admins only. The logo and colours belong to the whole account, not to one workspace.

1. Click Upload logo (or Replace when one is already set) and pick a PNG or JPEG file under 700 KB.
2. The logo appears in the card and, from then on, in the sidebar, on client review pages and in reports. Remove takes it away.
3. Under Brand colors, click the Primary or Accent swatch and pick a colour. It saves as soon as you choose. These colours are applied to client review pages, shared reports, PDF exports and emails.

If the file is too large or not PNG/JPEG you see "Logo must be a PNG or JPEG under 700 KB".

Scheduled email reports

Settings, section Scheduled email reports (/app/settings#reports). A white-labeled performance report of the open workspace, with an AI executive summary, is emailed on a recurring schedule.

1. Choose Weekly or Monthly.
2. Type the recipients' email addresses in the box, separated by commas.
3. Click Add schedule. If the box is empty you see "Add at least one recipient email."
4. Each schedule in the list has Send now (sends it immediately and says "Sent to N recipient(s)."), Pause / Resume, and a delete button.

Good to know

• Paused schedules are marked "paused" and send nothing until resumed.
• When a member is removed from the workspace their address is taken off its report schedules automatically.

Related

• The Settings page
• Analytics