Setting up Branded Cover Sheets for Next-Generation Dashboards
Legal Tracker supports the ability to include your exported next-generation dashboards in a PowerPoint presentation. You can set up custom cover and end sheets with your company's branding. When exported, your dashboard exports will be presentation-ready without having to manually add them to a PowerPoint presentation.
Branded cover and end sheets are only applicable to Legal Tracker’s next-generation (Power BI) dashboards. Only PowerPoint format files are supported for branded pages, but can be used with dashboards that are exported to PDF as well as PowerPoint format.
Example
note
Administrator access is required to upload cover and end sheets.
Once the setting is enabled, all users with access to Power BI dashboards will be able to use the branded cover sheets. When exporting a Power BI dashboard, users will have the option to select a checkbox
Apply Branded Cover Sheet
on the export options panel and select the pages to include. The standard title section in the PowerPoint file will be replaced with the name of the dashboard.note
The option to apply the branded cover sheet is by default not selected.
Before you can enable branded cover sheets, a PowerPoint file with your custom cover and end sheets must already be set up and saved to your computer.
- SelectSettingsin the left navigation.
- In theFeatures Setupsection, selectReporting and Dashboards.
- In theReport/Dashboard Files Settingssection, next toBranded cover sheets (Next Generation Dashboards only)selectCustom.
- A new section appears to allow you to browse for the first page and last page to add to your exported dashboards. Select the Browse buttons next toFirst pageandLast Pageand navigate to the location of the PowerPoint file on your computer.
- On the toolbar, selectSave & close.