Report branding

Report branding is your organization's letterhead. It's set once per workspace and printed at the top of every report, whichever template the report uses.

Editing report branding needs the Sign Off Reports capability (admins). See Workspaces & roles.

Opening report branding

1. Click Settings in the left navigation.

2. Open the Report Templates tab.

3. Click Report branding.

What you can set

Organization

The laboratory named at the top of every signed report.

• Organization name (required).

• Address: one line per row. Blank lines are dropped.

• Logo text: saved with the branding, but not printed on reports yet.

Credentials

• CLIA ID and Accreditation: printed on the letterhead.

• Signer role: printed beside the signer's name in the report's sign-off, for example "Laboratory Director, PhD FACMG".

• Disclaimer: printed in the sign-off section of every report.

Logo

A PNG or JPEG, 512 KB or smaller. Choose a file to upload it, or click Remove logo to take it off.

The logo is saved as soon as you choose it. You don't need to click Save branding for logo changes.

Brand colour

The accent colour printed on the report, for example on the letterhead and table headers. Pick one of the presets (Navy, Teal, Indigo, or Violet), use the colour picker, or type a hex value such as #005589.

The page shows the colour's contrast against white. A colour below 4.5:1 is too light to print legibly, and you can't save it. You can save the branding without a colour, but a template can't be made the default until one is set.

Page furniture

What runs along the foot of every page:

• Footer text, for example the laboratory's name and CLIA number.

• Show page numbers: prints "Page X of Y" on every page.

Every page's footer also carries the word "Confidential".

Saving

The Preview card shows how the letterhead and footer will print. When you're happy with it, click Save branding.

You can save a partly finished letterhead. However, a template can only be made the default once the branding has both an Organization name and a Brand colour. See Report templates.

Branding activity

The Branding activity panel records who changed the organization's branding and when, for example "Uploaded a new logo" or "Set the CLIA ID".

A report's document, including its letterhead, is frozen when it's submitted for review. Branding changes apply to reports submitted after the change.