How to Customize Your Reports in the App

Your marketing reports output all of the responses that you’ve entered into the app while you’re creating your marketing strategies and plans. Default reports include the Marketing MO logo, green table headers, and templated introduction language.

You have the ability to change all of these to customize your reports. Here’s how:

  • To add your own logo, go to My Account > Report Logo, and upload your logo.
  • You can also change the table header color in My Account > Report Accent Color.
  • The app doesn’t resize your logo or change any of its properties – but Abode and other PDF viewers may render it at different sizes or resolutions in your PDF. So, you may wish to adjust the PDF properties — do this using the Edit > Preferences option.
  • Adobe Reader 11.0 defaults to display documents at 110 pixels/inch, but some logos look better at 72 pixels per inch or 96 pixels per inch. Test it to see what works best for you.
  • Most of the report headers come with templated introduction language. To change them, click Edit in the activity in your project details screen and change the text in the Description field. Anything you type in here will display in your reports.

Here’s a quick demo:

CAMPAIGN PLANNING TEMPLATES / MARKETING PLANS / PROJECT MANAGEMENT

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