Brand identity
7 answers
How do I change the name shown on my client reports?
In Settings, go to the Reports tab, Organization section. Enter your Trade name and click Save. That’s the name shown on reports sent to your clients. Leave the field blank to use your company name instead.
How do I add or change my agency logo?
On the Reports tab, in the Organization section, click Upload a logo (or Change logo) and choose a PNG, JPG, SVG or WebP image up to 2 MB. The logo then appears on your client reports.
How do I remove my logo from reports?
Under the logo preview, click Remove and confirm. Once it’s removed, it no longer appears on client reports.
How do I choose the brand color for my reports?
On the Reports tab, in the Brand color section, choose a suggested color or enter your own color code, with a live preview on a sample report. It’s used as an accent on titles, metrics and charts. Pick one that matches your logo, then click Save.
How do I remove “Created with Pulzeo” from my reports?
White-label reports (your logo and colors, with the Pulzeo credit hidden) are included starting with the Business plan. On the Individual plan, the Pulzeo credit stays at the bottom of the report.
Where do I enter my company name and VAT number for my invoices?
In Settings, go to the Account tab, Billing information section. Enter your company name, address and VAT number, which then appear on your invoices. Only the organization’s owner can see this section.
Who can change the brand identity and report branding?
The trade name, logo and brand color are set on the Reports tab, which the owner and administrators can access. The billing identity (company name, address, VAT) is reserved for the owner alone.
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