Settings & Themes
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Last updated
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The Settings & Themes section at the top of the editing panel is where you can modify the basic settings for your report (title, description, icon), as well as the color and typography themes. Here you can also delete or duplicate a report.
To do this, first expand the Settings & Themes section. Make changes as needed, and then click Save.
The title appears on the home page and app header. Aim to keep this short, ideally 1-2 words.
The description appears on the home page and app header. Here's where you add a bit more detail about your report. Aim to keep it at a sentence or a few phrases in length.
The icon appears on the home page and app header. Each report starts with a basic icon.
Choose the color theme to use for your report. You can select from pre-designed color themes or create your own. The color in the circle will be the color used in charts. The three additional colors will be used automatically as the header and section backgrounds and will be available for selection as the background color for the header, sections, and slices.
You can switch color themes at any time. If theme colors are used as backgrounds, these will be switched to the new theme colors. (If a non-theme color is used as a background, this color will not change when the theme changes.)
Choose a font theme for your report.
To delete a report, click the Delete Report button. Then confirm that you want to delete the report.
To duplicate a report, click the Duplicate Report button at the top of the editing panel. Next, give your new report a title and select Duplicate. Once the new report is created it will open as a draft version, ready for you to edit and share.
