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Customize report templates

Updated June 10, 2026

Templates control the layout and branding of every report you export.

Edit a template

  1. Go to Reports then Templates.
  2. Open a template or create a new one.
  3. Upload your logo and set the cover details.
  4. Toggle the sections you want and save.

New reports will use the template automatically. You can keep several templates for different services.

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