Report branding presets vs organization logos

PDFs can use report branding presets and/or organization logos from whitelabel/branding settings. Presets are reporting-specific; org logos are shared agency marks.

What it is

• Organization logos / colors — set under organization branding; often default into reports and the app shell.
• Report branding presets — reusable PDF header/footer/logo choices you can reuse across client workspaces.

Align both so client PDFs match the portal experience.

Where to find it

Reporting configure steps (branding) and Organization settings → Branding (owners).

Related how-tos

• Set report branding presets
• Use organization logos in reports
• Align report branding with whitelabel