How to Add Your Brand Logo to MProfit Analytics Web & PDF Reports

Modified on Fri, 8 May at 12:01 PM

Make your reports and analytics your own by uploading a custom logo in MProfit. Branding your workspace adds a professional touch and makes sure your identity appears in Analytics Web and all PDF reports.

Step 1: In the Classic view, click Tools on the top menu.

Step 2: In the drop-down menu, select Branding.

Step 3: On the Branding page, click Upload Logo.

Step 4: Choose your logo style from the available options. (Note: The default adds a white background, or you can pick the alternate style if your logo already has a background you prefer.)

Step 5: Click Select File and pick your logo file from your computer.

Step 6: Click Open to upload. A message will confirm your logo uploaded successfully.

Step 7: Refresh the page. Your logo now appears in the top left corner of the Classic view.

Using Your Logo in Analytics Web and Reports

Step 1: From Classic view, go to Analytics and click Analytics to open the analytics interface in a new tab.

Step 2: Look for your uploaded logo at the top left of the Analytics Web interface.

Step 3: To see your logo in PDF reports, select the Performance tab and scroll to Performance by Portfolios. Click View Table.

Step 4: Click the PDF download option for the table.

Step 5: Open the downloaded PDF. Your custom logo is displayed at the top of the report.

Seeing Your Logo in Classic View Reports

Step 1: Return to Classic view and generate any report of your choice—for example, the Group XIRR Summary across all assets.

Step 2: Click Generate Report.

Step 3: The PDF and Excel versions of your report will feature your uploaded logo, such as the Mehta Family logo in this example.

Step 4: Click Download PDF / Download Excel to obtain the report files with your logo.

Branded logos in your reports help deliver a unique and professional look in both Analytics Web and Classic view downloads. Try adding your logo to make your reports stand out!