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Jhon-Alejandro Acevedo
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Add tittles and logo to the custom reports

Hi there

 

I have created custom reports, I want to add to the print page the logo and a tittle of the report, is this possible?

 

Thank you,

 

Alejandro

 

 

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

    Hi Alejandro,

    This is not yet possible using Insightly's built-in reporting feature. This would require manual intervention to export the report to your spreadsheet application and upload the graphic/title.

    Alternatively, you can build a custom report using a 3rd party tool such as Microsoft Power BI to include the graphic/title in the header straight in the report editor and print out the report without any manual intervention. 

    Let me know if you have any additional questions. 

    Thank you,

    Micah Feldkamp

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