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. Tile Tab

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

5. 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].

6. Manage Content Menu Display

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

You can choose to:

  • Hide/Unhide the menu;
  • Show the menu to a specific audience.
    • NOTE: This setting is not based on our security model. Only the UI is affected.

7. 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

Save you changes before leaving the Editor.

8. 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]