Your brand on reports

Give shared reports, embeds and PDFs your colors, logo and fonts, adjust one report's theme, and see when the Powered by Halo badge shows.

Public reports, embeds and PDFs wear your organization's brand, not Halo's. You set it once, and every report picks it up. Try a color here:

A brand color applied to buttons, links, focus and a chart.

Set your brand

A website in Halo CMS that follows your brand takes its logo and fonts from here too, the next time it's published.

Open Settings, Brand. You need to be an Owner or Admin (org.manage). The preview on the page draws your choices the way reports will. Colors and fonts apply when you choose Save brand, and the logo saves as soon as you pick it.

Under Logo, pick an Organization logo from the asset library, or upload it there first. It shows on public links and their archive of editions. Embeds show your organization's name as text, and PDFs don't carry it. SVG, or PNG with transparency, looks sharpest. A crop and focal point set in the library apply here too. See Text, images and live values.

Colors

Start from a theme gives you a palette that already passes the checks. Pick one, then make it yours.

Under Colors, set each of these for light mode, then for dark:

ColorUsed for
BackgroundWhat the report sits on
TextHeadings and body text
Muted textCaptions and labels
AccentLinks, focus and selection

Without a dark version, dark mode keeps Halo's colors. The pickers show contrast against your background, so you can see if text would be hard to read.

Chart palette

Chart palette sets the colors series take, in order. Keep neighbors apart, so readers with color vision deficiency can tell them apart. Halo Data's own charts use this palette and your fonts too.

Type and corners

Under Type and corners, set Headings, Body and charts and Corners.

Font sourceWhat you enter
Halo's (Geist)Nothing. It's the default
Google FontsA font's name, such as Fraunces
Font kitA hosted kit's id, such as one from Adobe Fonts

You can't upload font files. Corners runs from Square through Slightly rounded and Rounded to Very rounded.

Start over

Reset to Halo's theme returns reports, embeds and PDFs to Halo's colors and fonts, and removes your custom brand. You can build it again from any theme.

One report's own theme

A report can differ from your brand, say for a campaign. In the builder, with nothing selected, open Theme in the inspector. What you set there sits over the organization's brand, and what you leave alone follows it.

SettingChoices
ModeFollow reader, Light or Dark
ColorsAccent, Background, Text and Muted text, or the organization's
Chart colorsThe organization's, a preset, or custom
Headings font, Body fontThe organization's, Google Fonts or a font kit
CornersThe organization's, Square, Small, Medium or Large
DensityLike the page around it, Comfortable or Compact

A report's theme is part of its draft, so readers get it when you publish. Your organization's brand is different: it reaches published reports as soon as you save, with no new publish.

An embed's mode can also come from the page around it. See The <halo-report> element.

The Powered by Halo badge

Public links and embeds show a small "Powered by Halo" badge, unless your plan removes it. There's no switch for it: it follows your plan. Settings, Usage lists what your plan includes, where it reads No Halo badge.

Halo Data itself always looks like Halo, whatever your brand. Your brand applies to what you share and to charts.