Create beautiful, professional reports that match your brand with the all-new Theme Builder. Design new themes or customize existing ones using a live preview, so you can see every change before applying it to your report.
Why You'll Love the New Theme Builder
Your reports should reflect your brand as effectively as your data. The new Theme Builder gives you complete control over your report's appearance with an intuitive editing experience and real-time previews.
With the new Theme Builder, you can:
Create fully customized report themes.
Personalize colors, fonts, charts, tables, widgets, icons, and more.
Preview every change instantly before saving.
Create client-specific themes or reusable themes for all clients.
Maintain a consistent brand identity with automatic color synchronization.
A change to your primary theme color automatically updates related elements throughout the report, making it easy to create a cohesive design without manually editing each component.
Note: Changes are applied to your report only after you click Save.
Where to find it
Open any report. The right-side panel now includes a Theme Preview banner that replaces the previous Themes and Font dropdowns.
From here, you can:
View All Themes
Customize Theme
Add New Theme
📷 Image 1: Theme Preview banner showing all three actions.
Creating a new theme
Click Add New Theme from the Theme Preview banner or select New Theme from the View All Themes page.
Step 1: Name Your Theme
Enter a meaningful name so you can easily identify it later.
Example:
Marketing Reports
Agency Dark
Client Brand Theme
📷 Image 2: New Theme dialog with Theme Name field.
Step 2: Configure Theme Settings
Choose the basic settings for your theme.
Theme Visibility
Choose where the theme will be available.
All Clients – Makes the theme available across all reports.
Only This Client – Makes the theme available only for the selected client.
Theme Style
Select either:
Light
Dark
Primary Theme Color
Choose your brand's primary color. This color automatically updates related report elements to maintain a consistent look.
Theme Font
Select the font family to use throughout the report.
📷 Image 3: Theme Details panel showing Visibility, Style, Color, and Font options.
Step 3: Customize Your Theme
Further personalize your report by configuring:
Typography
Colors
Charts
Tables
Widgets
Icons & Shapes
Backgrounds
Additional design elements
Every change is shown instantly using a live preview.
📷 Image 4: Theme Builder customization panel with live preview.
Step 4: Save Your Theme
Once you're satisfied with your design:
Click Save to apply and store the theme.
Click Cancel to discard all changes.
Nothing is permanently updated until you click Save.
Customize an Existing Theme
Want to personalize one of the standard themes?
Apply the theme to your report and click Customize Theme.
This ensures the original standard theme always remains unchanged while you edit your own version.
📷 Image 5: Customize Theme option with duplicated theme.
Live Preview
The Theme Builder provides a live preview while you edit.
As you make changes:
The report updates instantly for preview purposes.
Your original theme remains unchanged until you click Save.
Clicking Cancel removes all unsaved changes.
This lets you experiment confidently before applying your design.
📷 Image 6: Side-by-side view showing theme edits reflected in the report preview.
All themes that you create or customize are automatically saved in the Custom section of your Theme Library.
From there, you can quickly reuse your themes across future reports.