If you need to change or update information that appears at the top of every PropertyBoss report, follow these instructions.
To change the content - such as updating the address or phone number - go to Setup Preferences > Company Information.
To change the layout, go to Setup Preferences > Report Headings > Customize Report Headings
- Choose “Portrait for Management Company” or “Landscape for Management Company” from the drop down menu at the top, left of the screen.
To add, change, or remove the logo, highlight Image 1
- Image 1 - If you already have a logo, click on Image 1. You can use the Position box to adjust the placement of the logo. This part takes patience and some trial and error. You can also drag and drop the logo by placing your mouse error on the logo and then moving it to the desired location.
- Image 1 - If you need to upload a logo, click on Image 1 and then create the file path on your local computer or the X drive to your logo image (jpg, jpeg, png files only).
- Image 1 - If you need to remove the logo, uncheck the Visible checkbox or delete the file path of the logo.
The other elements of the report header can also be adjusted by clicking through the options on the left and editing them as needed.
- Elements can be resized and moved by dragging and dropping the component to a new area in the header.
- If you do not want an element to appear on your report, highlight it and uncheck the Visible box.
- Font, text size, color, and appearance can be adjusted in the editor box.
- Font, size, and data alignment can be changed in the editing box on the lower half of the screen.
- Click Save Settings at the bottom, right corner of your screen when you have the logo and other report header fields where you want them.