Formatting Your Logo for Reports

Formatting Your Logo for Reports

When adding your logo to customize the appearance of AdvisorEngine CRM reports, the logo image must be formatted correctly to appear properly on your printed reports. The following guidelines will help you format your logo correctly.

The Aspect Ratio

In order to display correctly in the final reports, images uploaded as logos must have a 2:1 aspect ratio. This means the image must be twice as wide as it is tall and not look distorted. If your original logo image is not 2:1, you must add padding to the appropriate sides until it fits the aspect requirements.

For example, here is an original logo:

ReportLogo01.png

This image has a resolution of 473x296, which equates to about 1.6:1 aspect. Not quite wide enough. Because the height is 296, we need it to be double that wide, or 592. Since our image is 473px wide and we need to get to 592px, so we need to add 119 pixels of padding, or about 60px to each side. Doing so results in a logo looking like this:

ReportLogo02.png

Note that we have changed the image by adding white space on either side. Simply stretching the image to the size we need will not produce the correct results:

This would be the wrong way to fix a logo:

ReportLogo03.png

Once your logo is formatted correctly, you can use Report Customization to upload it to AE CRM for use in your printed reports.

    • Related Articles

    • Customizing the Appearance of Reports

      The Report Customization panel allows you to change various static features of printed AdvisorEngine CRM reports, such as the location and image for your Firm Logo, the font settings, page numbers, and your Firm Title. Customizing Report Appearance ...
    • Opportunity Reports

      From within the Opportunities Workspace, you may choose several reports that display data on your Opportunities. Open the Opportunities Workspace and select the Opportunities you wish to include in the report by clicking the checkboxes. (You may also ...
    • Pre-built Reports Overview

      AdvisorEngine CRM contains a number of pre-built reports that can be run to view relevant data. The content of many of these reports can be customized by the Records selected or the parameters specified in the report itself. Access these reports from ...
    • Viewing the Status of All Services

      AdvisorEngine CRM contains a global Service Monitor reporting Grid, allowing you to view the status, completion, and upcoming due dates of all active Services in the system. Navigate to the Record Workspace. In the upper right, click Reports > ...
    • Report Assistant

      The Report Assistant allows you to run PDF or Excel Reports for the firm from one of the five major categories of AdvisorEngine CRM data: Actions, Assets, Insurance, Opportunities, or Records. Reports are built on Advanced Searches. Advanced Searches ...