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. The logo file is uploaded by division and can be .jpg, .bmp, .png, or .gif.

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

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

For Advantage-Only subscribers, Comsense only has the Advantage location, which is the logo source 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

Advantage Only Subscribers

Advantage > Tools > System Administration > Report Management

Uploading the Logo File

Under the Division header:

1. Click Address Settings

In the Logo field:

2. Click the Magnifying Glass icon

In the File Explorer:

3. Select the logo file
4. Click Open

In the Report Management window:

5. 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.

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 Divison window.

Enterprise > System Options > Division

Uploading the Logo File

In the Division window:

1. Open the division

In the Logo field:

2. Click the Magnifying Glass icon

In the File Explorer:

3. Select the logo file
4. Click Open

In the Division window:

5. Click Save & Close

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