Themes for Custom Reports

December 11, 20241 min read

Using themes makes creating an easy-to-read and aesthetically pleasing report easy. This tool allows you to add branding and color to your reports, resulting in a cohesive and polished look that effectively communicates the state of your company. This raises morale, helps you reach investors, and makes data management interesting.

⭐️Why Is This Feature Beneficial To Your Company?

  • Easy Personalization: Use the prebuilt themes to add that custom touch to your report without a lengthy set-up, helping you keep their appearance in brand.

  • Increased Appeal: This allows for more dynamic and attractive custom reports increasing their legibility and enabling you to highlight information as needed.

  • Effective Communication: Themes apply seamlessly across the entire report and widget level resulting in a consistent look that increases readability, visual clarity, and an engaging experience.

⭐️How To Apply Themes for Custom Reports:

  1. Create or edit a report to access the Report Builder.

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  2. Click the + icon to open the left menu, and switch to the Theme tab.

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  3. Select a predefined theme or create your custom theme with the paint palette icon.

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  4. Save your changes, and your theme is applied!

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Themes aid you in creating branded, readable, and compelling reports that allows your team to view your achievements, simplify understanding areas of improvement, and increase productivity.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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