Report colours and logo
Set your workspace's report colours and logo once under Settings, and override them on a single report when it needs its own look.
Reports draw in your colours. You choose them once for the workspace, every report follows, and a single report can pick its own when it needs to (a board pack in the board's colours, say). Nothing else about a report's design changes: colours are the accent that charts and kpis are drawn in, the two colours a kpi's change uses, and your logo.
What the colours do
A report theme has three colours and a logo.
| Setting | Where it shows |
|---|---|
| accent · charts and kpis | Bars, lines, the header block's bar, a selected block's outline on the canvas, and the tints derived from it |
| up · a good change | A kpi's change when it is an increase, such as +4.1% vs previous period |
| down · a bad change | A kpi's change when it is a decrease |
| Logo | The header block, on the canvas, on a shared link, on the portal and on the PDF you print from the canvas |
The up and down colours follow the direction of the number, not whether the change is good news. A fall in overdue debtors is a decrease and is drawn in the down colour. Choose colours you are comfortable reading that way.
The theme applies to the report itself. The console around it keeps its own colours.
Set the workspace colours
Only an owner or admin can change these.
- Open the panel. In the console, go to Settings · Workspace. The panel is called Report colours, under the workspace name.
- Pick a starting point. Choose one of the presets: salmon (sanda's own and the default), cherry, navy, ocean, forest, plum, amber, slate or ink.
- Adjust if you need to. Click any of the three colour swatches to set an exact colour. The preset changes to a custom one.
- Add your logo. Press upload and choose a PNG, JPEG, WebP or SVG. Keep it under 146 KB. If it is larger, sanda says how big it is and asks for it smaller: export it smaller or as an SVG. Press replace to swap it and remove to take it off.
- Check the preview. A small kpi and a bar chart are drawn with the colours you have chosen, using the same drawing the report uses.
- Save. Press Save colours. Every report that has not picked its own follows at once.
Until you save something, the panel says using sanda's own colours.
Give one report its own colours
Anyone who can edit a report can override the colours on it.
- Open the report. Go to Activate · Reports and open it.
- Open the colours. Press the palette button in the toolbar. Its label is report colours, and it shows a dot in the report's current accent.
- Choose. Pick a preset, adjust the swatches or upload a logo, exactly as in the workspace panel. The change saves as you make it.
- Go back if you change your mind. Press workspace colours to drop the override and follow the workspace again.
A per-report theme is part of the report's history, so restoring an older version restores its colours too. A copy of a report, and a template made from it, keep the colours.
Where your colours travel
| Place | Colours | Logo |
|---|---|---|
| The canvas | Yes | Yes, in the header block |
| A shared link | Yes | Yes |
| The reports portal | Yes. The portal itself draws in the workspace colours. A published report keeps the colours it had of its own when it was published, and follows the workspace's if it had none. | Yes, in the portal's top bar and the report's header block |
| An emailed report | Yes. Its charts and kpis use the report's colours. | No |
| A printed PDF from the canvas | Yes | Yes |
An emailed report and its PDF and PNG attachments are drawn without your logo, because inboxes do not reliably show embedded images.
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