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A brand package is a named look for client-facing reports. It sets the colors, fonts, logo, cover image, background pattern and title page style used on a Full Report title page and on its presentation slides (cover, section and closing slides, and the tint behind content slides). Manage brand packages in Settings > Reports on the Brand packages tab. You can also open the page from Reporting through the page actions menu (Page settings).

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Before you start

  • Managing brand packages needs Manage access to Reporting.
  • Your organization can keep up to 12 brand packages. Delete one to add another.
  • Build with AI needs AI turned on for your organization and enough AI credits.
  • Brand packages style Full Reports and the presentations built from them. Block-based reports from the builder use the Company Logo, Custom Image, Heading and Text blocks for branding instead. See Reporting.

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Create a brand package

1

Open the Brand packages tab

Go to Settings > Reports and choose Brand packages.
2

Start a package

Choose New package. The editor opens with your tenant brand color filled in. You can also open a card’s actions menu and choose Duplicate to start from an existing package.
3

Name it and set the look

Enter a Name, then set the options below. The Preview shows a report title page and presentation slides as you change them.
4

Save

Choose Save. Nothing is stored until you save, and Cancel discards the draft.
Enter colors as hex values such as #0d9488, or use the color picker.

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Build a brand package with AI

AI can propose a package from your existing brand material, such as a brand guide, a past report or a screenshot of your website.
1

Open Build with AI

On the Brand packages tab, choose Build with AI.
2

Add your sources

Drop in up to four PDF, Word, PNG, JPG or WebP files, 20 MB or smaller each. Leave Use our logo on to include your reporting logo. You can build from the logo alone.
3

Build the package

Choose Build package. AI reads the files and proposes colors, fonts and a layout.
4

Review and save

The proposal opens in the editor as a new package. Check every option against your brand and the preview, change what you need, then choose Save. The card shows Built with AI.
The uploaded files are deleted once the package is built. If a color from your documents is hard to read, MSPortal adjusts it to a readable shade, so compare the colors with your brand guide before saving.

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Choose the default package

The first package you save becomes the Default. New full reports start with the default package selected. To change it, open another package’s actions menu and choose Make default. To stop preselecting a package, choose Remove as default on the current default. New reports then start with None (your brand colors). These changes save immediately.

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Use a brand package in a full report

1

Start a full report

In Reporting, choose New Report > Full Report.
2

Open Appearance & output

In the report options, expand Appearance & output.
3

Choose the package

Under Visual theme, pick a Brand package. The default package is already selected. Choose None (your brand colors) to use your tenant brand colors and reporting logo instead.
4

Adjust the report if needed

The package sets the report’s cover style and accent color. You can still change Accent color for this report only.
Manage brand packages under the picker opens Settings > Reports for people who manage reporting. When the report is generated, MSPortal copies the package’s look into the report. Editing or deleting the package later does not change reports that already exist, and a locked report keeps the look it was published with. Presentations built from the report use the same look.

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Edit or delete a package

Open a package card’s actions menu:
  • Edit opens the editor. Choose Save to keep your changes. Reports created earlier keep their original look.
  • Duplicate opens a copy named “(copy)” in the editor. It is saved only when you choose Save.
  • Delete asks you to confirm, then removes the package. Reports already created with it keep their look. If it was the default, new reports start with None (your brand colors).

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Troubleshooting

Reporting

Build, export and share reports.

Present reports as slides

Build a presentation from a finished full report.

Tenant settings

Upload your reporting logo and set brand colors.

Settings overview

Find every settings page.