PDF Exports Are Here! Your Guide to White-Label Branding Reports

The feature many of you have been waiting for: PDF exports are now live on Branding5!

You can now download your comprehensive brand reports as high-quality, presentation-ready PDFs. But that's not all. Alongside PDF exports, we're introducing powerful white-labeling features so you can customize every report with your own branding. This is a game-changer for agencies, consultants, and anyone presenting reports to clients.

White-Label Branding Guide

This guide will walk you through how to customize your reports for professional client presentations and agency use.

Overview

Branding5's white-label features allow you to completely customize your reports. Instead of showing Branding5 branding, you can apply your own logo, colors, and text. This is perfect for agencies, consultants, and businesses who want to present polished, professional reports under their own brand.

After customizing, you can easily download the PDF and share it with your clients or stakeholders.

Two Levels of Customization

To offer both convenience and flexibility, we've introduced two ways to manage your branding:

Default Branding Settings (Account-wide) Set up your standard branding once in Settings → Branding. These defaults will be applied to all your reports automatically, saving you time.
Per-Report Customization (Export-specific) Need to use a client's branding for a specific report? No problem. When exporting an individual report to PDF, you can override your account defaults with client-specific branding.

Setting Up Default Branding (Account-wide)

To set your default branding, navigate to your account settings and find the new "Branding" tab. Here you can:

Upload your company logo.
Set a default report title and subtitle.
Add custom text to the header and footer of every page.
Include custom content on the last page, perfect for a call-to-action or contact information.

Once saved, these settings will be the default for all future PDF exports.

Customizing Branding for a Specific PDF Export

When you're ready to export a report, you'll see a "Customize & Export PDF" option. Clicking this will open a modal where you can see a preview of your report. On the side, you'll find all the branding options. They will be pre-filled with your default settings, but you can override any of them for this specific export.

This is ideal for:

Adding a client's logo to a report.
Tailoring the title and subtitle for a specific project.
Adding report-specific notes in the footer or on the last page.

Best Practices & Tips

Use a high-resolution logo: For crisp and professional-looking PDFs, upload a high-quality version of your logo. SVGs are recommended for scalability.
Keep it clean: Don't overcrowd the header and footer. Use them for essential information.
Utilize the last page: The last page is prime real estate. Use it to add your contact details, a special offer, or a link to your website.
Check the preview: Always review the preview before exporting to make sure everything looks perfect.

Technical Specifications

Here are the technical details you need to know for customizing your reports.

File Format Support

We support the following formats for your logo:

JPG/JPEG
PNG (recommended for logos with transparency)
SVG (best for scalability and quality)
WEBP

Size Limits

To ensure good performance, please adhere to these file size limits:

Default settings logo upload: 2MB max
Per-report logo upload: 5MB max
Recommended: Keep logos under 1MB for faster processing.

Character Limits

Report Title: 100 characters
Header Text: 100 characters
Footer Text: 500 characters
Last Page Content: 2000 characters
Title Page Subtitle: No strict limit, but keep it reasonably concise for better layout.

We can't wait to see the amazing reports you'll create. As always, we'd love to hear your feedback! Head over to the Branding5 app to try it out.