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How to reuse one branding preset across many client workspaces

Reuse one report branding preset across many client workspaces for consistent agency PDFs.

Prerequisites

  • Reporting permissions (read / run / schedule / branding as needed)

Agencies should maintain a small set of presets (agency default, maybe co-branded) and reuse them when scheduling each client workspace.

reuse one branding preset across many client workspaces
reuse one branding preset across many client workspaces

Steps

  1. Create the master branding preset in Reporting branding.
  2. Switch to a client workspace and configure/schedule a report.
  3. Select the same preset in the branding step.
  4. Repeat for other client workspaces.
  5. Update the preset once when the agency rebrands — then regenerate samples per key client.

Outcome

Consistent PDF chrome across clients with one place to update marks.