White-label reports

Summary#

White-label reporting puts your company name, logo and colors on the public report pages you send to clients, and can remove Metric Vault's own branding from them entirely. It is included with the Pro plan and above, is configured once, and then applies automatically to every share link you create afterwards. This page explains what it covers and what a client actually sees; the editor itself is documented in Custom branding.

Purpose#

Agencies sell analysis, not software. A client who receives a report with somebody else's logo on it learns two things you did not intend to teach them: which tool you use, and that they could buy it themselves.

White-labelling closes that gap. The deliverable carries your identity, the client's attention stays on the findings, and the platform stays where it belongs, which is behind the scenes.

Requirements#

• The Pro, Agency or Enterprise plan. Saving branding on Free or Starter is refused by the server with an upgrade message.
• A logo file under 500 KB in PNG, SVG or JPEG format, if you want one.
• Your brand colors as hex values.

Permissions#

Branding is stored per account. Share pages are branded with the settings of the account that created the link, so if two people in a team both create links, each link carries the branding of its own creator. Resetting branding back to the default is not plan-restricted.

If your plan is below Pro, the save is refused and the editor shows the server's message, which names the plan you need and the plan you are on: This feature requires the Pro plan. Your account is on Free. Upgrade to unlock it. See Upgrading and downgrading.

Navigation Path#

The overview screen:

Dashboard → Track & Report → White-Label Reports

The editor, reached from that screen's Open White-Label Settings button, or directly:

Dashboard → Account & Team → Integrations → White-label Branding

Step-by-Step Guide#

1. Open the branding editor by either route above.
2. Fill in your details. Company name, logo, primary color, accent color and an optional custom footer line.
3. Decide about Metric Vault's branding. The Hide "Powered by Metric Vault" checkbox removes our branding from your public share pages.
4. Watch the live preview on the right. It updates as you type, so you can see the logo, colors and footer before saving anything.
5. Press Save branding. The confirmation appears under the buttons.
6. Create a share link from any result and press Preview in the share dialog. The page that opens is what your client will see. See Sharing a result by link.

The full field-by-field reference, including the validation rules and the reset flow, is in Custom branding.

What a client sees on a branded page#

The surface that carries your brand is the public share page a share link opens. Point by point, here is what changes once branding is saved.

The report body itself is unchanged. Branding wraps the report; it does not restyle the tables, tiles or charts inside it.

What branding does not change#

Being precise here saves an awkward moment in front of a client.

• Downloaded files. PDF, Excel, CSV and JSON exports are generated in your browser and carry the Metric Vault header band and the footer line "Generated by Metric Vault · metricvaultai.com". If the deliverable must carry only your brand, send a branded share link rather than a downloaded file. See Exporting results.
• The app itself. Your teammates and you still see Metric Vault's interface. The branding is for the pages your clients read.
• The domain. Share pages are served from metricvaultai.com/share/.... There is no custom-domain option.
• Emails. Alert and invite emails come from Metric Vault addresses.
• Report content. Branding never edits, hides or rewrites anything the tool found.

Examples#

Screenshots#

Tips#

• Do this before your first client link, not after. Existing links keep the branding that was in force when they were created.
• Use a logo with a transparent background so it sits cleanly on both light and dark share pages.
• Keep the accent color genuinely distinct from the primary one; they are used together in gradients and highlights.
• Preview a real report rather than judging by the editor's preview card alone.

Best Practices#

• Treat branding as part of onboarding a new agency account, alongside the team invites.
• Pick a custom footer that names the deliverable, not just your company. "Prepared by Acme SEO for your client" reads better in a client's inbox than a bare company name.
• If different clients need different branding, note that branding is stored once per account, so plan around separate accounts or a shared, neutral brand.
• Keep a branded example link to show prospects what your reporting looks like.

Common Mistakes#

• Expecting downloaded PDFs to be branded. The branded surface is the share page.
• Uploading a logo over 500 KB. It is refused with a size message; compress it first.
• Ticking Hide "Powered by Metric Vault" without setting a custom footer, which leaves the page footer with only the shared date and view count.
• Sharing a link created before you saved branding and assuming it will update. It will not; create a new link.

Limitations#

• Pro and above only.
• One branding profile per account.
• Applies to public share pages; downloaded files carry Metric Vault branding.
• No custom domain for share URLs.
• No branded email delivery.
• No per-client or per-report branding overrides.

Troubleshooting#

FAQs#

Which plan includes white-label reporting? Pro, Agency and Enterprise. Free and Starter cannot save branding.

Does branding apply to reports I shared before setting it up? No. A share page is created with the branding in force at that moment. Create a new link to apply new branding.

Can I remove Metric Vault's branding completely? From the public share page, yes, using the Hide "Powered by Metric Vault" checkbox. The app you use and the files you download still show Metric Vault.

Can each client have their own branding? No. One branding profile is stored per account.

Can I put reports on my own domain? No. Share pages are served from metricvaultai.com.

Does branding change what the report says? No. It changes the wrapper only.

Do my teammates share my branding? Branding is stored per account, and a share page shows the branding of whoever created the link. See What teammates share.