Adding a Logo to Report Headers

How to: Add your logo to report headers.

Environment: Comsense Advantage & Enterprise

In this article:

Understanding Logos in Comsense

Comsense has the option to customize external-facing reports with your company logo. The logo displays in the top left header of any external-facing report and is uploaded by division. The image requirements are:

  • File size: 2.5"W x 1"H
  • File type: .jpg, .bmp, .png, or .gif
Click image to enlarge
Bid Summary Report; shows the logo in the top left corner.
Image 1: Logo Example

For Opening Suite subscribers, Comsense has two logo file locations:

  • The Advantage location
    • The logo source location for external Advantage reports such as change orders
  • The Enterprise location
    • The logo source location for external Enterprise reports such as purchase orders

For Advantage-Only subscribers, Comsense only has the Advantage location, which is the logo source location for all external reports.

Adding Your Logo to Advantage Reports

External Advantage reports include Bid Proposals and Change Orders. For Advantage-Only subscribers, external Advantage reports also include purchase orders, packing slips, and invoices etc. The Advantage logo file location is in Address Settings in the Reports Management window.

Accessing Report Management

*Note: Only users with Report Management permissions can access the Report Management window.

Opening Suite Subscribers

Enterprise > Reports > Report Management

Click image to enlarge
Enterprise Navigation menu; shows the location of Reports and Report Management.
Image 2: Enterprise Left-Hand Navigation Menu

Advantage Only Subscribers

Advantage > Tools > System Administration > Report Management

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Advantage Today window; shows the pathway to Report Management from the Tools menu.
Image 3: Advantage Report Management Pathway

Uploading the Logo File

Under the Division header:

  1. Click Address Settings
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Report Management window; shows the location of Division 1's Address Settings.
Image 4: Address Settings

In the Logo field:

  1. Click the Magnifying Glass icon
Click image to enlarge
Report Managemenmt window, Address Settings page; shows the location of the Logo field's search button.
Image 5: Magnifying Glass Icon

In the File Explorer window:

  1. Select the logo file
  2. Click Open

In the Report Management window:

  1. Click Save & Close

The logo will now display on external Advantage reports for this division.

*Note: The Show Logo checkbox must be checked.

Hiding the Logo

If you want to hide the logo from external Advantage reports, Uncheck the Show Logo checkbox and Click Save & Close.

Click image to enlarge
Report Managemen window, Address Settings page; shows an unchecked Show Logo checkbox.
Image 6: Show Logo Checkbox

Adding Your Logo to Enterprise Reports

*Note: The procedures below do not apply to Advantage-Only Subscribers.

Enterprise reports with logos include purchase orders, packing slips, invoices, etc. The Enterprise logo file location is in the Division window.

Accessing Division

*Note: Only users with Division window permissions can access the Division window.

Enterprise > System Options > Division

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Enterprise Navigation menu; shows the location of System Options and Division.
Image 7: Enterprise Left-Hand Navigation Menu

Uploading the Logo File

In the Division window:

  1. Open the division
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Division window; shows the location of the Open button.
Image 8: Open Button

In the Logo field:

  1. Click the Magnifying Glass icon
Click image to enlarge
Division window; shows the location of the Logo field's search button.
Image 9: Magnifying Glass Button

In the File Explorer window:

  1. Select the logo file
  2. Click Open

In the Division window:

  1. Click Save & Close

The logo will now display on external Enterprise reports for this division.

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