How do I change the top banner image on a report?

Advisor users can change the banner image shown at the top of reports (e.g., to add firm branding to your reports). Note the image you set will be used for all of your firm's reports.

When viewing any report, hover over the current image at the top of the report and select the "Change image" pencil icon at the top right.

A window will pop open. Upload a JPG or PNG image or click on one you uploaded previously, then click the "Update report banner" button.

If you'd like to reposition the image, hover over the image and click the "Reposition image" icon at the top right of the image.

Once you have repositioned the image, click the "Save image" button at bottom right.

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