White-label reporting is a form of customized reporting that allows businesses to create their own reports using the data and templates provided by the software vendor. It allows businesses to present their data in a way that is specific to their needs and branding.
This type of reporting is helpful for businesses that want to track their performance over time or compare their data against industry benchmarks. It can also help businesses to identify trends and opportunities.
If you’re looking to make your white label reports more customized and unique to your brand, there are a few things you can do. Keep reading for some tips on how to make your reports stand out.
Add Your Branding
Adding your branding to your white-label report is a great way to customize it and make it your own. This can include your company logo, contact information, and any other branding that you wish to include. Adding your branding can also help to reinforce your company’s identity and help promote your products or services.
There are a few different ways to add your branding to your report. The first is to add your company logo. This can be done by inserting an image file into the report or by using a built-in logo feature. If you want to include additional contact information, you can add a text box to the report or use a built-in contact information feature. You can also add custom text to the report’s title.
Adding your branding to your report is a great way to make it unique and promote your company. It can be a quick and easy way to enhance your report’s appearance and make it more professional.
Choose a Custom Report Template
When you create a white-label report, you have the option to use a custom report template. This allows you to choose a layout that best suits your needs and the needs of your clients. There are many different templates to choose from, and you can customize them to include the information that you want to include.
This is a great way to create reports that are tailored specifically to your needs. You can choose the layout, the fonts, and the information that’s included. This can make your reports look professional and polished, and it can help you to stand out from the competition.
Choosing a template is a great way to add a personal touch to your reports. It can also make them more user-friendly, and it can help you to communicate information more effectively.
Use Custom Headers and Footers
Most people are familiar with the concept of headers and footers. They’re the bits of text that appear at the top and bottom of every page of a document. They can be used to display a variety of information, such as the document’s title, the author’s name, the document’s page number, and so on. They can also be used to include formattings, such as a special font or a different color.
They can be a great way to add additional information to your white-label report. For example, you can use them to include your contact information, or a disclaimer stating that the report is for informational purposes only.
To add a header or footer to your report, click on the ‘Header & Footer’ tool in the ‘Layout’ tab, and then select ‘Header’ or ‘Footer’. Next, enter the text that you want to appear, and then select the formatting that you want to use.
If you want to include the document’s page number, select the ‘Page Number’ option, and then choose the format that you want to use. You can also choose to include the date and time, or the document’s filename.
Once you’ve entered the text and formatting that you want to use, click on the ‘OK’ button to add them to your report.
Customizing Your Reports
Overall, customizing your reports can be important to make sure that the reports you produce are accurately reflecting the data you’re looking at. Additionally, it can be helpful to use these tools to customize the reports in a way that makes them easier to read and understand. So, consider adding your company branding, choosing a custom report template, and using custom headers and footers.
