Themes and the report logo

A report can carry its own colour theme and logo. Use this page to set the report's theme and logo, choose your own colour theme as a viewer, and present the report full screen or as a wall display.

Set the theme and logo for a report

You need edit access to the report to change these settings.

  1. Open the report and click Edit in the header.
  2. Make sure no visual is selected. The Visualizations panel then shows the Report settings.
  3. Set Show logo, Default theme and Force default theme.
  4. Click Exit to leave edit mode. If you have unsaved changes, the report asks whether to save or discard them.
SettingWhat it doesDefault
Show logoShows your organisation's logo in the report footer.On
Default themeThe colour theme the report opens in when Force default theme is on. Viewers see it under Change theme as Report default. Choose None to have no default.None
Force default themeOpens the report in the default theme. A viewer's own pick wins while their theme is still available.Off

The info tip on Force default theme reads: "The first time someone opens the report it uses the default theme. If they change the theme themselves, their choice is kept. When off, the report opens in each viewer's current theme."

Force default theme needs a default theme before it can be turned on; until you set one, the control reads Pick a default theme first. Choosing None for Default theme turns Force default theme off as well.

When the stored theme is no longer available, for example because it was deleted, Default theme shows Unavailable theme. The report then falls back to viewer picks and current themes.

Your administrator uploads the logo itself in Branding and themes.

Let viewers change the theme

A viewer's pick changes the report for that viewer only.

  1. Open the report in view mode.
  2. In the report header, open the More actions menu and choose Change theme.
  3. Choose a theme from the list.

When the report has a default theme, the list starts with Report default and the theme's name in brackets. The other colour themes come next. Reset clears the viewer's pick and is greyed out when there is no pick.

A pick is saved to the viewer's account for that report, and it stays until the viewer changes it or clicks Reset. If the pick cannot be saved, DataMind shows Theme not saved.

Note

Change theme is offered in view mode only. Leave edit mode first.

Present a report

Present fills the screen with a report, for reading or for a wall display. It is not offered in edit mode.

  1. Open the report in view mode and click Present.
  2. In the Present mode popover, choose one of the two options:
    • Just present: the report fills the screen straight away, and you turn the pages yourself.
    • Wall display: set Refresh data and Cycle pages, then click Start wall display. The popover notes "Press Esc to leave".
SettingWhat it doesDefaultRange
Refresh dataRe-runs every chart on the page at the interval you set.On, every 60 seconds5 to 300 seconds, in steps of 5
Cycle pagesTurns to the next page at the interval you set.On, every 30 seconds5 to 300 seconds, in steps of 5

Dragging a slider turns that timer on. Switch a timer off and its readout shows Off. Your wall display settings are remembered in this browser and used the next time you present. Cycle pages stays off for a report with one page; its row then reads This report has one page.

While a session runs, a control bar sits at the bottom of the screen:

ControlWhat it doesKey
Previous pageGoes back one page.Left arrow
Next pageGoes forward one page.Right arrow
Pause wall display (Resume wall display when paused)Holds the timers and starts them again.Space
Zoom outZooms the page out.-
Zoom inZooms the page in.+
Fit to pageFits the whole page on screen.0
Fit to widthFits the page width to the screen.W
Fill the whole screenSwitches the report to full screen.-
Exit present modeEnds the session.Esc

During a wall display, the bar shows a countdown to the next refresh or page change, or Paused while the session is held. Updated shows the clock time the numbers last loaded, so a stalled screen is easy to spot, and No data yet appears before the first load. The bar dims after a few seconds without pointer movement or key presses; move the pointer or press a key to bring it back.

Note

If your browser does not allow full screen, the report fills the browser window instead, and every control still works. Click Fill the whole screen to try full screen again.

Permissions

ActionWho can do it
Set Show logo, Default theme and Force default themePeople with edit access to the report
Change themeAnyone who can open the report
PresentAnyone who can open the report

Access to a report itself is set in Share a report.

Limits and edge cases

Questions, answered

Where are the theme and logo settings for a report?

In edit mode, in the Visualizations panel. Click Edit, make sure no visual is selected, and the panel shows the Report settings. They are not shown in view mode.

Why does the report not open in its default theme?

A default theme on its own does not change what viewers see. The report opens in the default theme when Force default theme is on, and the theme is offered under Change theme as Report default. Without forcing, the report opens in each viewer's current theme.

Which theme does a report open in for a viewer?

The viewer's own pick for that report, while that theme is still available. Otherwise, the report's default theme when Force default theme is on. Otherwise, the viewer's current theme.

A viewer changed the theme. Will the report's default override it?

No. A viewer's own pick is kept while the theme they chose is still available. Force default theme applies to viewers who have not picked a theme.

How do I go back to the default theme after changing it?

Open Change theme and choose Reset. Reset clears your pick for that report and is greyed out when you have no pick. After a reset you see the report's default theme when Force default theme is on, or your own current theme.

Why does the theme list show "Unavailable theme"?

The stored theme no longer exists, for example because it was deleted. Choose another theme, or None. While the field reads Unavailable theme, the report falls back to viewer picks and current themes.

Why is Force default theme not turning on?

It needs a default theme before it can be turned on; until you set one, the control reads Pick a default theme first. Choosing None for Default theme also turns Force default theme off.

Can I hide the organisation logo on a report?

Yes. In edit mode, switch Show logo off in the Report settings. Your administrator uploads the logo itself in Branding and themes.

Does my theme pick change the report for everyone?

No. A pick under Change theme is stored for you, for that report, and other viewers keep their own themes. The report's Default theme and Force default theme settings change what others see, and they save with the report.

What does a colour theme change?

It colours the report canvas, its visuals and their charts. Changing the theme repaints the report; the visuals are not reloaded.

Are exported and emailed copies themed?

PowerPoint and PDF copies carry the report's colour theme. If the theme is not available to the export, the built-in Light colours are used instead.