What can I benefit from the white label feature?
With the white label feature enabled, you will be able to re-brand your automated reports, shared reports, using your own brand name, company logo, and website domain. It shows to your customers and sub accounts your own company's brand.
- Automated reports sent to your clients will have your company's name
- Automated reports will be sent from your own email address, like
- Shared reports can be viewed from your own domain, like
- Sub accounts can login and use the dashboard from your own domain, like
- Sub accounts will see your brand when using the dashboard
How to set white label settings?
White Label menu from the left sidebar. Then, fill in your
company name you want to display to your users, fill in your own
domain and upload your
company logo. At last, click
Save Changes button.
Custom domain setting up guide
Custom domain setting up should be done at your domain or hosting provider. The steps include: locate your domain DNS settings, and create a
CNAME DNS record for your domain (such as
reports.yourdomain.com), and target to
How to send automated reports from my own email address?
Automated reports can be sent from your own email address, if you provide your
email SMTP settings.
At the Customize Email page, fill in your email SMTP settings, and click
Save Changes button. Before saving your settings, you can click the
Test SMTP settings button, this will send a test mail to you, using the currently filled in settings, to check if it's correct.
Take Gmail for example, the SMTP settings will be:
- Host (SMTP Server):
- Email address:
<your gmail address>
<your gmail password>
- Display name:
<your display name>
You can read Use IMAP to check Gmail on other email clients guide from Google for more details.
I've provided the SMTP settings, will reports be sent from my email address now?
One more step is required, after you fill in the SMTP settings, you need to edit your existing
Automated Reports, at the
Sender Email option, select your own email account and save reports. After this your automated reports will be sent from your own email address.
It's suggested to fill in SMTP settings first and then schedule automated reports.