Report branding puts your agency's details on the PDF and PowerPoint reports you download from Daylytix, and on the links you send to clients, so a client sees who prepared the report. You set it once and it is used on every report after that. Branding works on every plan.
The four branding fields
Open Settings (top right) and choose the Branding tab.
| Field | Example |
|---|---|
| Agency / Company Name | Northwind Digital |
| Website URL | https://northwind.example |
| Tagline | SEO and GEO for local businesses |
| Report Footer / Disclaimer | Confidential - prepared for the client named above. |
Click Save Settings. Every report you download after that uses the new details. A new account starts with Daylytix and daylytix.com in these fields, so change them before your first client report.
Where it appears in the PDF
| Place | What is shown |
|---|---|
| Cover | Agency name, tagline and website; the footer or disclaimer at the bottom of the cover. |
| Every page | Agency name on the left of the page footer, website on the right. |
| Priority roadmap page | "Prepared by" with name, website and tagline. |
Where it appears in the PowerPoint deck
PowerPoint export is part of the Pro and Agency plans.
| Place | What is shown |
|---|---|
| Title slide | "Prepared by" with your agency name, and a bar with name and website. |
| Other slides | Agency name in the footer. |
| Closing slide | Your website, or your name if no website is set. |
The deck does not use the tagline or the footer text.
Share links and the client portal
When you share an audit with a link, the shared page shows your agency name, linked to your website.
On the Agency plan you can also send a client portal link (Agency → Client Portal). The portal page shows your agency name at the top, and in the footer your name again, linked to your website. It reads the same branding fields, so there is nothing extra to fill in. If you change your name or website later, the portal shows the new details the next time it is opened. See Giving clients and colleagues access.
Client details for one report
Branding is about you. To name the client on a report, open Client info on the New Audit form before you run the audit:
- PDF: the cover shows a Client line and your Notes.
- PowerPoint: the client name becomes the subtitle of the title slide, with the first 140 characters of the notes.
Common questions
Can I upload my own logo? Not yet. The cover carries the Daylytix logo on every plan.
Can I change the report colours? No, the colours are fixed.
Is branding only for agencies? No. Anyone can fill in the fields, on any plan. A business auditing its own site can enter its own name.
What else is in the reports? See white-label SEO reports for the PDF and PowerPoint formats, with real pages from a sample report.
Do old reports change? A report already downloaded or emailed keeps the details it was made with. Download it again to get the new ones.