Apply your logo to reports & flyersContent also available for tax entities or on our global site.
At Sharesight, we understand the importance of a brand to an organisation. That’s why we enable Sharesight Pro clients to add their logo to our PDF reports and marketing flyers. You also have the ability to add your own footer text to the reports.
Embedded content: Applying Company Logos to Reports and Marketing Materials Note: The design of the marketing flyer has changed since this video was recorded.
Applying your logo to reports
As a Sharesight Pro partner, you have the ability to add your company logo to the Sharesight reports you run and present to clients.
To add your brand logo to the PDF reports:
1 - From any page within Sharesight, click ‘Account’ from the top right of the screen.
2 – From the dropdown menu, select ‘Account preferences’.
3 - At the bottom of ‘My Details’ page, click ‘Choose a file’ button to upload your logo
Sample of PDF reports will a personalised logo:
Last modified on January 9, 2023 UTC