White-label reports
What you can brand as your own, where the branding applies, and the one thing that stays visible by design.
Reports can go out as yours. You set a logo, a colour and a display name, at the agency level or per client, and it applies everywhere a client sees output.
What you'll learn
- What you can brand, and where it appears
- How agency defaults and per-client overrides interact
- What is not white-labelled, and why that is the right call
What you can set
| Setting | What it does |
|---|---|
| Logo | Appears on PDF reports, shared report pages and report emails. Upload a file or point at a URL |
| Brand colour | The accent used in report output |
| Display name | The company name shown on reports |
Set them at the agency level in branding settings, and override per client in that client's own branding settings.
Defaults and overrides
The agency default applies to every client unless that client has an override. So:
- You brand as yourself. Set the agency default and leave client overrides empty. Every client sees your agency.
- You brand as the client. Set an override per client. Useful where the client's own marketing team is the audience.
- Mixed. Both work at once. The override wins where it exists.
Where the branding shows up
- PDF exports
- Shared report pages, the link you send a client who does not have an account
- Report emails, including scheduled ones
What stays visible
The verification method is not hidden. A client reading a report can find out that citations are established by a judge model, audited by an independent verifier where the judge is uncertain, and that disagreements are not counted.
This is deliberate, and it is worth defending rather than apologising for. The value of the number is that it is conservative and checkable. A report that hides its method invites the one question you cannot answer: "how do you know?"
In practice this helps you. "My supplier's pipeline throws away citations that two models disagree about" is a stronger sentence in a client meeting than "our tool says 43 percent".
Practical notes
- Test with a real export. Logos that look fine in the settings panel can sit badly in a PDF header.
- Use a transparent PNG or an SVG. A white rectangle around a logo is the most common complaint.
- Set the display name deliberately. It is what appears on a report a client forwards to their board.
Try this in Outercite
Set your agency branding, then export one client report as PDF and read it as the client. Anything you have to explain over the top of it belongs in the report itself.
Related
Schedule client reports
Getting branded reports out on a cadence.
Send the weekly digest
The lighter, more frequent format.
How we verify citations
The method a client can look up.
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