2. The sections in red are where you can add firm details and your logos. "Company Logo" will appear on the front page of the report and in the client portal, and "Mini Logo" is used in the header of each report page. Be sure to click "Update" and "Save Logo" accordingly.

3. Next to add your clients details to the front of the report access that clients portal from your client list.

4. From the client portal click on "Profile" on the left hand side in the navigation bar.

5. Outlined in red is the section to fill out, you can add the clients details as well as add their company logo.

6. After completing both your and your clients profiles and saving you will want to update the report or "create a new report" in the reports tab to see the changes reflected. For more info on updating reports please click here.