Update or Edit Your Company Profile & Branding

This includes your Company Name, Company Email, Website, Main Phone Number, Fax Number, Address, City, Country, State, and ZIP Code and can be reference within any report using the report data tags of Company Name = {{ org_name }}, Company Email = {{ org_email }}, Website = {{ org_website }}, Main Phone Number = {{ org_phone_number }}, Fax Number = {{ org_fax_number }}, Address = {{ org_street_address }}, City = {{ org_city }}, Country = {{ org_country }}, State = {{ org_state }}, and ZIP Code = {{ org_postal_code }}

Step 1: Click Settings in the bottom left corner.

Step 2: Click Company Settings in the Settings menu

Step 3: Click Company Profile (if not already there)

Step 4: Edit the values in the Company Profile fields

Step 5: Click Save Changes button (if not visible, scroll down)

This includes your Company Logo and Primary Brand Color. Your Company Logo can be referenced within any report using the report data tag of {{ org_logo }} or {{ org_logo_size_[w]_x_[h] }}

Step 1: Click Settings in the bottom left corner.

Step 2: Click Company Settings in the Settings menu

Step 3: Click Company Profile (if not already there)

Step 4: Drag & drop your file into the box or click the box to select from your files (if not visible, scroll down)

Step 5: Update or edit the Primary Brand Color (if not visible, scroll down)

Step 6: Click Save Changes button