Branding & Photos
The cover, logos and authors on a client report, and how photographs — including before and after pairs — are added.
Two things make a client report look like it came from your company rather than out of a system: the cover, and the photographs. Both are set inside the composer.
Cover & Branding
The branding editor sits at the top of the composer, above the section list. Most of it is filled in for you when the report is created — from the project's own name, code, client and address — so you are usually confirming rather than typing.
| Field | Notes |
|---|---|
| Cover image | The photograph on the front page. A wide site shot works better than a close-up |
| Company logo | Yours |
| Client logo | Theirs |
| Client name | Who the report is prepared for |
| Company name | Who prepared it. It also appears in the document footer |
| Project name / Project code | Pre-filled from the project |
| Project address | Pre-filled from the project |
| Report authors | Added from the project's members. The person who created the report is added automatically |
| Show authors on cover | A switch. On by default |
Branding saves itself
There is no save button on the branding editor — changes are written automatically a moment after you stop typing. The Save Draft button in the toolbar is for the sections, not the cover.
Photographs
Photos live inside the Photos & Progress section, which offers up to five sub-sections depending on the detail level:
| Sub-section | Use it for |
|---|---|
| General Photos | Anything that sets the scene |
| Progress Photos | Before-and-after pairs |
| Safety Documentation | Toolbox talks, PPE, controls in place |
| Quality Documentation | Finished work, inspections, samples |
| Site Overview | Wide shots of the whole site |
Open a photo sub-section
Each one has its own photo manager. Files are uploaded to the report itself. Once a report is sent, its photos cannot be added to, deleted or re-captioned. A draft made with Revise starts with the sent report's photos; those stay as the client received them, so add new ones rather than editing them.
Upload and describe
Each photograph takes a Caption, a Label — the zone, activity or subject — and a Photo date. The date can only fall inside the report's period, so a photo cannot be dated outside the window it is reporting on.
Build before-and-after pairs
Progress Photos works differently: each entry is a pair with a label and two slots, Before and After, each with its own date. This is the section clients read first — one pour, one elevation, one fit-out, shown twice.
Fewer, better
A client report is not an album. Three or four well-captioned photographs per section carry more than twenty untitled ones, and the captions are what get quoted back to you in the meeting.
What the Finished Document Looks Like
The document opens on the branded cover, then runs the sections you included, numbered in your order — 1. Executive Summary, 2. Progress & Schedule, and so on. Sections you switched off are not numbered and do not appear. The footer carries the generation date and your company name.
Related
Questions
If I rename the project, does the cover change?
No. The project's details are copied onto the cover when the report is created. Change them in the branding editor.
Why can't I change the cover on this report?
It has been marked sent, so it's locked. Press Revise to start a new draft, and change the cover there.
What happens to a report's photos if I delete the report?
They're deleted with it, unless a revised draft of that report still uses them.