Skip to main content
Planview PortfoliosGlossary Language Selector
  1. Deutsch
  2. English
  3. Español
  4. Français
  5. Italiano

  6. Other Languages

    (machine translation)

Planview Customer Success Center

FastTrack Analytics - Report Logo Configuration

  1. Last updated
  2. Save as PDF

Configuring a Custom Report Logo
If a customer wishes to use their own logo, in place of the Planview logo, the following configuration entry must be updated FastTrack Report Configuration Structure with the location of the desired image 
  • customer_logo=
This can be either:
  • A URL to an image hosted online
  • The file path of an image stored on a Planview Server
Review the following information to understand how this is achieved.

TOPTIP: ☑ Added in RPM Analytics v2.2.1.

Entries in the configuration structure are limited to 50 characters for the entire syntax entry including 'customer_logo=' which leaves 36 characters for the Filepath/URL.  This can cause issues when referencing long file paths or URLs.  

It is possible to break up large Filepaths/URL addresses in to segments to get around this character limitation.

Add multiple configuration entries in sequence and Planview will concatenated the text to form a longer string.  The following example shows a Filepath which exceeds the character limit, and solved by breaking the URL up in to two configuration entries:
  • Filepath:
    • /PVC14.PVCLOUD.COM/reports/images/companylogo.png
  • Configuration Entries:
    • customer_logo=/PVC14.PVCLOUD.COM/reports
    • customer_logo=/images/companylogo.png
Image Hosted Online
One method of identifying a custom logo image to use in reports is to reference an image that’s on the Internet.
  1. Update the FastTrack Report Configuration Structure with the correct syntax
    • customer_logo=URL
1a. To set the Custom Report Logo for all Reports by Default:
  • Add the appropriate syntax under the Global Defaults node of the FastTrack Report Configuration Structure
1b. To set the Custom Report Logo for a specific Report (Overrides the Global Default):
  • Add the appropriate syntax under the Global Default Overrides Section of the relevant report node under the FastTrack Reports branch of the FastTrack Report Configuration Structure

Advantages:
  • Changes to the image online will immediately impact all reports across all databases
  • The logo will work for Report Subscriptions
  • The logo can be changed without accessing the Reporting Server or Analytics and Reporting Portal
  • This method is resilient to any impact from changes to the reporting portal
 
Disadvantages:
  • Entries in configuration structures are limited to 50 characters so it is likely that a URL shortener (such as bit.ly.) will have to be used in the configuration entry
    • Example: The Planview logo can be referenced using the following entry:  customer_logo=http://bit.ly/2bRPvOy
    • Also see concatenation TOPTIP in the section above
  • If the image URL is ever removed/changed the logo will stop appearing in the report
Image stored on Planview Reporting Server
Another Method of identifying a custom logo is to upload the image directly to the Planview Reporting Server

For Planview Enterprise 12 and earlier versions, this is achieved in the Analytics and Reporting Portal
For Planview Enterprise 13 and later, this is achieved in the Reporting Server


Planview Enterprise 13 and Later

Planview Enterprise 13 saw a move to the new SSRS 2016 Reporting Platform, with each customer having their own secure, segregated reporting area for files and data sources.  This means the configuration entry must include the production server name before the image filepath. 
  1. Open the Report Server
    • Access to the Report Server is restricted to the customer’s Planview Enterprise login credentials PVMASTER account.
    • See Connect to the Report Server for more information on accessing the server.  
  2.  Open the Reports Folder and in here you should add the required custom report logo image file
  3. The final step in the process is to update the FastTrack Report Configuration Structure with the appropriate syntax (as noted in step 4 below).
    • To set the Custom Report Logo for all reports by default, add the appropriate syntax under the Global Defaults node of the FastTrack Report Configuration Structure.
    • To set the Custom Report Logo for a specific report (Overrides the Global Default), add the appropriate syntax under the Global Default Overrides Section of the relevant report node under the FastTrack Reports branch of the FastTrack Report Configuration Structure.
  4. The appropriate syntax to use is as below:
    • customer_logo=/servername/reports/filename.filetype
    • Example: customer_logo=/PVC13.PVCLOUD.COM/reports/IMG1.png

We strongly recommend using the image hosted online process for Planview Enterprise 13 customers if possible


TopTip:
Always add the image into the root of the Reports folder and not in a FastTrack subfolder. This ensures that the custom logo is not moved when the FastTrack Analytics are upgrade to a new version.



Planview Enterprise 12 and Earlier Versions

  1. Open the Analytics and Reporting Portal and Navigate to:
    • Site Actions > View All Site Content
  2.  Open the Reports Folder and in here you should add the required custom report logo image file
  3. The final step in the process is to update the RPM Report Configuration Structure with the correct syntax
    • customer_logo=Reports/filename.filetype
    • Example: customer_logo=Reports/filename.png
3a. To set the Custom Report Logo for all Reports by Default:
  • Add the appropriate syntax under the Global Defaults node of the RPM Report Configuration Structure
3b. To set the Custom Report Logo for a specific Report (Overrides the Global Default):
  • Add the appropriate syntax under the Global Default Overrides Section of the relevant report node under the RPM Reports branch of the RPM Report Configuration Structure
Global_def_1.png
 

Access Recommendations
This information is only relevant to customers on Planview versions 11.5 & 12 who are using the reporting portal to host their custom logo images.

In Planview v11.5, it became possible to drive all reporting through report tiles and as such, access to the reporting portal should be disabled by the removal of the the Analytics and Reporting link through the Menus and Ribbons Configuration.

However, in order to update or replace the custom image file used for the custom logo, the portal administrator will require access to this part of the application.  We recommend using a required feature to restrict access to the portal instead of removing it completely. 

Administration > Menus and Ribbons > Menus

Custom Report Logo Set Feature.png

The custom report logo image will not display on reports when viewed inside a Planview tile (11.5+) but will appear on export or if the tile is configured to open in a separate window.

Note: In Planview v13, the reporting portal was deprecated

 

Removing Report Logo
If the logo needs to be removed completely then it is recommended that a dummy white box logo is uploaded and the configuration entry updated to reference this dummy logo using the same method as stated above.