Multiple Company logos for reporting

This article explains how to create and manage multiple custom report headers and footers in Cubit Estimating, allowing you to display different company logos on reports without manually editing each one.
 

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Details

If you are currently editing each report manually to change logos, there is a more efficient way to manage multiple company logos by creating custom report headers in Cubit Estimating.

Using the Report Designer, you can create and save different header templates, each featuring a unique logo to suit various companies or branding requirements.

For general instructions on inserting a logo into your Cubit Estimating reports, refer to:
Inserting a logo into Cubit Estimating reports

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Steps to Create Custom Headers with Different Logos

• Open a Cubit Estimating Job.

  • Click the Data tab from the menu bar.

  • Click the All Reports button from the Reports ribbon.

• Access the Default Header.

  • In the Reports window, next to the Default header, click the “...” button.

• Select the Header to Modify.

  • In the Report Headers window, choose the report header you want to edit.

  • Click Customise.

• Open the Report Designer.

  • The Report Designer will open with your selected report header.

• Adjust the Area & Add your Logo.

  • Click the top section of the report. Adjust this section to make room for your logo.

  • Insert your logo, ensuring there is no overlap between other features.

• Resize the Node

  • Hover your mouse over a node until a double-headed arrow appears, then click and drag to resize as needed.

  • You cannot have overlapping boxes in a report. If a section overlaps, it will highlight in red. Adjust all sections until no red areas remain.

• Save Your Custom Header.

  • Click the arrow under the Save button in the ribbon and choose Save As.

  • Enter a new name for the header, e.g. “Company A Header”.

  • Click Save.

• Close the Report Designer.

  • Click the X on the top right-hand side of the Report Designer to close it.

• Apply the New Header.

  • Back in the Report Headers window, your new custom header should now appear.

  • To make this new header the default for all reports, click the drop-down arrow beside Default header and select the header name you created.

• Tip:
  If you only want to apply the new header to specific reports, you can select the header per report by using the Header column in the Reports window.
   

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Example Use Cases

• Different company branding for separate business entities.

• Custom report layouts for client-specific presentations.

• Distinct headers for internal vs. client-facing reports.
   

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Need more help?

Contact Buildsoft Support:

• Create a support ticket: help.buildsoft.com.au
• Email: [e-mail]