GuardsPro allows you to customize your reports by adding your company logo, a personalized header, and a footer. These options help maintain consistent company branding and give your reports a professional appearance when sharing them with clients or other recipients.
You can upload your company logo through the Company Profile settings and customize the report header and footer through Global Settings. Once configured, these details will appear on your reports according to the options you have enabled.
π Prerequisites
Before customizing your reports, ensure that you have the following:
Access to the GuardsPro Back Office Dashboard with the necessary permissions to update company settings.
Your company logo available in a supported image format.
Complete and accurate company profile information.
The desired header options and footer text, if applicable.
π Note: Ensure that your company logo is in JPG or JPEG format and has a square aspect ratio for proper display.
β This guide will walk you through the steps to add your company logo to reports on the Back Office Dashboard:
βοΈ Step 1: Navigate to Company Settings
Log in to the GuardsPro Back Office Dashboard.
Click your company name in the top-right corner of the dashboard.
Select Settings from the drop-down menu.
π’ Step 2: Upload Your Company Logo
On the Settings page, open the Company Profile tab.
Locate the camera icon in the company logo section.
Click the camera icon to upload your company logo.
Select the appropriate logo image from your device and complete the upload.
Ensure that your company profile information is filled in completely and accurately.
Note: Once uploaded, your company logo will automatically appear on your reports.
π Step 3: Customize the Report Header and Footer
Navigate to Global Settings in the Settings section.
Open the Report tab.
Review the available header customization options and enable the details you want to display in the report header.
Locate the footer configuration section and enter the custom text you want to display at the bottom of your reports.
Review your selections and save the changes, where applicable.
Open a report to verify that the company logo, selected header details, and footer text appear as expected.
π Important Notes
Ensure that your company profile is completed in full so that the relevant company information can appear correctly on reports.
The company logo is uploaded through the Company Profile tab, while the report header and footer are configured under Global Settings β Report.
Only the header options you enable and the footer text you configure will be displayed accordingly on your reports.
π― Thatβs it! Adding your company logo and customizing report headers and footers in GuardsPro helps maintain consistent branding and gives your reports a professional look. By updating your Company Profile and configuring the available options under Global Settings, you can personalize your reports to suit your organization's requirements.
For further assistance, feel free to contact the GuardsPro Support Team anytime.
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