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