White-label your Liberty91 reports.
By default, the reports you share with your Stakeholders are Liberty91-branded. If your subscription allows it, you can fully customize that branding and white-label the platform's reporting for your own customers. White-labeling covers three areas, and you can also control how each Organization receives its reports.
The three areas you can customize
White-labeling depends on your subscription, and the sender, template, and branding changes are made by Admins and Owners.
Customize each area on its own page:
- Sender name and reply-to. Set the name and reply-to address on the emails your Stakeholders receive.
- Email templates. Change the design of the alert, Morning Report, and Intelligence Package emails.
- Report (PDF) branding. Customize the cover, body, back page, typography, and logos of the PDF reports.
Report delivery options
You decide, per Organization, how Intelligence Products are delivered. Some users prefer not to attach a PDF because the email already carries the report; others want a short email that points to the attached PDF. Open Report Delivery Options in the Organization settings and choose one of:
| Delivery option | What the recipient gets |
|---|---|
| Email body | The full report rendered in the email |
| PDF attachment | The report as an attached PDF |
| Both | The report in the email body and as an attached PDF |
You have to select at least one delivery option.
Once your reports are sent, every delivery stays trackable in the Mailroom.