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Report Themes

Fine tune and customize your report by using color.

Open the homeowner report by clicking the Report button on the left sidebar.

At the top of the Report page, click on Theme.

As you can see, the page colors are very subtle. It is best to view each color on a full report to see the differences.

Custom Report Themes

Programs have the ability to create and edit custom report themes for reports. 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 Settings → Report 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 Settings → Report 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 Settings → Report 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.

A Note About Templates
Any of the report settings (pages, elements, themes) may be set in your templates, so all jobs have the same look and feel. If you make changes to the template(s), you still have the choice to change a setting for an individual job if needed.


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