Use Themes to Customize Metric Insights

The Theme Editor is intended for quick color, font, and style changes. This article briefly outlines the key functionality.

1. Add New Theme

Access Admin > System > Themes

  1. [+New Theme]
  2. Provide a descriptive Name
  3. [Save]

Once saved, a full Themes Editor will be available.

2. Change Name and Add Description

Under the Info Tab, you can change the Name and add Description.

3. Adjust UI Element Colors

The Colors Tab allows you to:

  • Adjust colors of major UI elements and text;
  • Change button corner radius;
  • See your changes in real-time on Examples before saving.

4. Charts Tab

Here you can change colors of key indicators and charts. View changes in real-time in tree views:

  • Standard
  • Stoplights
  • Statistical

5. Tile Tab

Under the Tile Tab, you can adjust the look of Homepage Tiles.

6. Apply Fonts

To apply custom system fonts on the Fonts Tab:

  1. [Upload Font] to upload the custom font file
  2. Apply fonts
    • You can roll back your changes by clicking [Restore to Default].

7. Manage Content Menu Display

The Menus Tab allows you to control the display of the Content menu in the UI.

You can choose to:

  1. Hide/Unhide the menu;
  2. Show the menu to a specific audience;
    • NOTE: This setting is not based on our security model. Only the UI is affected.
  3. Hide/Unhide the user menu items;
  4. Edit/Delete links to resources that appear on the user menu;
  5. Add new links to the user menu.

8. Manage Elements Display in Viewers

The Elements Tab is intended for controlling the display of External Reports in Viewer, which is helpful for embedding.

You can choose to disable the display of:

  • Name
  • Description
  • Certification

9. Catalog List Tab

This tab manipulates the look of Homepage in List View 🈪:

  1. Set the number of list columns on Homepage;
  2. Set the max number of Tiles to display;
  3. Customize the warning message to display when the max number of Tiles exceeds the value;
  4. Set the percentage of Folder/Category Tiles allowed to display before being split into two columns;
  5. Customize the display of Homepage icons.

Here you can also get Embed codes to embed List view. Additional parameters are:

  • hide_filter_panel
  • hide_hierarchy
  • hide_announcements

Save you changes before leaving the Editor.

10. Apply Theme via Brand

Access Admin > System > Branding > Brand Name Link

  1. To apply the theme, it must be set under the Brand of your choice.
  2. [Save]