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Theme (Client Views)

This client views setting allows you to choose the site theme you want for your client view.

Themes allow you to change the colors and options used in the pie charts, bar charts, and line charts. You can also use site themes to customize the look and feel of the menu bar for you as well as your clients. Unlike PDF themes, site themes apply to dynamic reports, PDF reports, client portals, and mobile app. If you haven't created a theme, visit Site Themes.

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals