Add your logo and contact details to reports on mobile

Report identity adds your company details to PDFs generated on your phone. It is separate from the customer’s information in the site visit file.

Open report identity

1. Open a project, then Overview → PDF report → View.
2. At the top of the report preparation screen, tap Report identity.
3. Under Logo, import an image or remove the current logo.
4. Enter the required Company name, then any useful contact details: contact person, phone, email and address.
5. Correct any highlighted fields, then tap Save. Wait for confirmation.

Check the appearance

The preview shows your logo and contact details. Use Test in a report to inspect them in a PDF. This action also saves your entered details before preparing the preview; it is not a preview without saving.

Check that the logo is legible and the contact details are correct before sharing the document.

Include the identity in the PDF

Return to report preparation and open Settings → Report identity. Enable Logo to include your configured company identity. Generate the PDF using View and check the result. An existing PDF does not change when you edit your identity: generate it again.

Access your settings

These settings are saved on the phone and can be reused for its other reports. Web portal identity is configured separately; do not assume the logo and contact details entered on mobile will appear there automatically. Check them when changing devices too.

See Report identity in the web portal, Prepare the PDF and Enter customer information.