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Custom Report Themes

How to Set Up and Manage Custom Report Themes

Updated over a week ago

Program Administrators can create and edit custom Report Themes to be used in reports in their programs.


Create a New Theme

  1. Go to Program SettingsReport Branding.

  2. Click Create New Theme.

  3. Choose your Primary and Secondary Background Colors:

    • Primary Color: Use a darker color (font will be white).

    • Secondary Color: Use a lighter color (font will be black).

  4. Enter your program’s hex color codes or use the built-in color picker.

  5. Name your theme.

  6. Click Create New Theme to save.

  7. It is now available for all jobs and job templates in your program!

Edit an Existing Theme

  • You can edit custom themes anytime, but changes will apply to all jobs currently using that theme.

  • To edit:

    1. Go to Program SettingsReport Branding.

    2. Click the three-dot menu next to the theme you want to edit.

    3. Click Edit/View

    4. Make your changes and click Save theme.

Archive a Theme

  • Archiving removes the theme from your program’s job's available report options.

  • Existing jobs using the archived theme will not be affected.

  • To archive:

    1. Go to Program SettingsReport Branding.

    2. Click the three-dot menu next to the theme.

    3. Select Archive.

  • If you change your mind and want to Unarchive the theme, simply click the three-dot-menu of the archived theme and select Unarchive

Using Custom Themes in a Job

Once you create a custom theme for your program, it becomes available for all jobs within that program.

Apply a Custom Theme to a Job

  1. Open the job where you want to use the custom theme.

  2. In the report header, click Theme.

  3. Select your custom theme from the list.

Set a Custom Theme as Default in Job Templates

To make the custom theme the default for all new jobs (assuming everyone is using the job template when creating jobs):

  1. Go to your program’s job template.

  2. Apply the custom theme in the template settings.

  3. Save the template.

✅ All jobs created from this template will automatically use the custom theme.

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