Once your Report parts are in place, you can customize how the Report looks and behaves in Display and Presentation modes. This article covers the layout and appearance settings that shape what your client sees.
Presentation and Display settings
These settings control what appears at the top of your Report and in your TSM presentations. Access them from Report Settings at the top of an open Report, or from your template under Settings > Templates > [Your Template] > Report Settings.
Logo
When checked, your MSP logo appears at the top of the Report. Upload your logo under Settings > General > Company Information.
Tip: If you're using a Cover Page part, uncheck the logo to avoid showing it twice.
Title
When checked, the Report title appears: - In Display Mode: on the first page (or after the Cover Page) - In Presentation Mode: at the top of every part
Configure the Report title under Settings > Templates > [Your Template] > Report Settings > Report Name.
Information bar
When checked, an information bar appears at the top showing the company name, prepared-by user name, overall Health Score, and Report date. This gives clients quick context at a glance.
Health Score display
When checked, group-level Health Scores appear next to item group names in the Assessment and Technology parts. This helps clients quickly see which areas are strong and which need attention.
Cover Pages
Cover Pages give your Reports a professional, branded look. They use template macros to automatically fill in client-specific information.
Setting up a Cover Page
Go to your template: Settings > Templates > [Your Template] > Parts
Add a new part with type Cover Page
Position it first in your part order using drag and drop
Click Configure Part (the gear icon) to open the editor
Design your Cover Page with your branding, layout, and content
Use the available macros to auto-fill client name, Report date, and preparer name
Click Apply Changes to All Drafts to push the cover to all open Reports
You can add multiple Cover Pages if needed, there's no limit.
Cover Page design tips
Keep it clean and professional. A logo, client name, Report date, and a clean layout is usually all you need.
Use your brand colors and fonts for consistency.
The text editor supports formatting, images, and basic layout. Use the macros for anything that changes per client.
Working with Report modes
Strategy Overview Reports have three modes, and parts can be configured independently for each:
Build Mode
Your working view. All parts, fields, and internal notes are visible. This is where you do the work of filling out Assessments, writing summaries, and configuring data. Clients don't see Build Mode.
Display Mode
The clean, client-facing view. Hidden items, internal notes, and build-only fields are removed. This is what clients see when they access the Report through the portal, and it's the view used for PDF generation.
Presentation Mode
The full-screen presentation view designed for walking through the Report during your TSM meeting. Parts are displayed one at a time, like slides. This mode is optimized for screen-sharing or in-person presentations.
Choosing which modes to enable per part: When configuring any part, you'll see checkboxes for Build, Display, and Presentation Mode. This lets you have parts that only appear in certain contexts, for example, an internal notes text part that's visible in Build Mode but hidden from clients.
Applying changes across Reports
When you configure parts and settings at the template level, changes apply to all new Reports automatically. For existing draft Reports, you have two options:
Apply to all drafts
From the template: Click Apply Changes to All Drafts. This pushes your current template settings to every open draft Report using this template. This is useful when you've refined your layout and want consistency across all clients. Just keep in mind if you have customized client-specific parts, these will be overwritten.
Note: This can take a few minutes to run if you have many draft Reports.
Apply to current Report only
From within a Report: Use Apply to Current Report to pull the latest template settings into just this one Report. Useful for updating a single Report without affecting others.
Append from template / Reset from template
If a Report has drifted from the template (parts were added or removed manually), you can:
Append from Template: adds any template parts that are missing from the Report without removing custom parts
Reset from Template: reverts the Report's part structure to match the template exactly
Embedding external content
Two part types let you bring in content from outside Strategy Overview:
External Content parts
Link to web-based documents (Lucidchart, Google Docs, etc.) that open in a new tab or window. Set different links per client from the template level, you don't need to open each Report individually.
Embed Content parts
Embed content that renders directly inside the Report (BrightGauge dashboards, charts, etc.). The embedded content appears inline, giving a seamless experience.
For both types: make sure the external content is shared with anyone who needs to view it. If the content is private, only you will see it.