Users can personalize the colors used in their PDF reports to align with their branding or preferences. Follow the steps below to customize these settings:
- Access the PDF Generator
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Open the PDF generator for any portfolio/model.
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Navigate to Color Settings
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Within the Style section, select Colors to open the customization options.
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Available Customization Options: You can adjust the colors for the following elements:
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Color Theme: Sets the header color on each page of the report, establishing the overall theme colors.
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Header Text Color: Changes the color of the header text across the report.
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Portfolio A Chart Color: Adjusts the color used for Portfolio A in charts.
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Portfolio B Chart Color: Adjusts the color used for Portfolio B in charts.
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Benchmark Chart Color: Customizes the color for the benchmark data in charts.
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Global Settings
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Any changes made here apply globally and will be reflected in all future PDF reports.
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Note: Different templates cannot have unique color settings at this time; the selected colors are consistent across all templates.