How to put a client's logo on a risk report on Mac
You can do this with RiskOS, a risk register for macOS. One profile per client, their mark on the cover, your name still on every page.
A report that arrives with the client's own mark on the cover gets read differently. Their name says the work was done for them; your name in the header and footer says who did it, on every page, without anyone having to check. RiskOS keeps those two jobs apart, so a single export carries both and neither one crowds the other.
There are two marks in play, set in different places. Your business name and logo are entered once and appear on every report you produce. A client's name and logo belong to that client's profile, and travel only with the reports you export while that profile is selected.
Where the two logos live
Your own identity lives in the branding designer. Choose Reports in the sidebar and open Set Up Branding: business name, tagline, address, phone, email, website and a registration or VAT line, plus your logo. A live preview sits beside the fields and shows the real header and footer, so what you see there is exactly what exports and prints.
The client's identity lives somewhere else entirely. Profiles is the first section in the sidebar, with a switcher in the sidebar footer. A profile dresses the whole app for one client — its own methodology, its own risk appetite, its own report defaults, and the client's name and logo. That is why the client's mark is set once per engagement rather than typed into each report.
The two meet on the cover of a report. Your business name and mark carry the document; the client's name and mark appear as the prepared-for line, and your identity stays primary throughout.
Put a client's mark on a report
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Set your own branding first
Choose Reports in the sidebar and open Set Up Branding. Fill in the business name, tagline, address, phone, email, website and the registration or VAT line, then add your logo. This is the identity that appears on every report you ever produce, so it is worth getting right once.
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Add a variant for dark backgrounds
One logo file rarely reads well on both a pale page and a dark band. The designer takes an optional second version of your mark for dark backgrounds, so the logo stays legible wherever the page puts it. Add it now and it is settled for good.
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Open the client's profile
Choose Profiles, the first section in the sidebar, and select the profile for this client — or create one if the engagement is new. Everything in the profile applies to that client alone, which is why the logo belongs here and not in whichever report you happen to be building.
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Enter the client's name
Type the organisation's name exactly as they write it on their own documents, including any legal suffix. This becomes the prepared-for line on the cover, and an informal version of it is the first thing a careful reader notices.
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Add the client's logo
Add the client's mark to the profile. Logos go in as PNG, JPEG, PDF or SVG. Ask the client for the original file rather than working from a copy that has been resized a few times along the way, so the version on the cover is the one they approve of.
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Set the report defaults for this client
A profile carries its own report defaults. Set the report title you use for this engagement, the organisation shown on the cover and the prepared-by line, and every export made under this profile starts from them. You can still change any of the three for a one-off report before exporting it.
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Switch to the profile before you build the report
Use the switcher in the sidebar footer, or press ⌃⌘P to cycle through your profiles. The whole app changes with it. Confirm the name showing in the footer is the client you mean before going any further — this one glance prevents almost every wrong cover.
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Choose the sections and export
Open Reports, tick the sections this client should receive, then export. ⇧⌘P writes the PDF, ⇧⌘E writes a self-contained HTML file and ⌘P sends the same pages to a printer. The export confirms with the filename when it has finished.
Which mark does what
Nothing on a report is branded twice. Each field has one home and one destination.
| Field | Where you set it | Where it appears |
|---|---|---|
| Business name, tagline and logo | Set Up Branding | The cover, and the running header on every page |
| Address, phone, email, website, registration or VAT line | Set Up Branding | The running footer on every page |
| Client name | The client's profile | The prepared-for line on the cover |
| Client logo | The client's profile | The cover, with the prepared-for line |
| Report title, organisation, prepared by | Report defaults in the profile, editable per report | The cover |
Why your identity stays primary
An advisory report is a document you issue about someone else's risks. A client mark in the running header would suggest they wrote it, which is the opposite of what a signed piece of work is for. Their name and logo therefore sit where a reader looks for the audience, on the cover, while your details run along the bottom of every page.
Choosing the logo file
The format matters most on a cover, the one place a mark is reproduced large and the one page a client is certain to look at closely.
| Format | What it suits |
|---|---|
| PNG | The usual choice. Keeps a transparent background, so the mark sits on the page rather than in a pale box. |
| JPEG | Photographic marks. No transparency, so expect the rectangle the image came in. |
| A vector original. Stays sharp at any size, which shows most on a printed cover. | |
| SVG | A vector original too, and usually the quickest file for a client to send. |
Ask for the right file
When you take on a new client, ask for a vector logo in the same message as the rest of the onboarding paperwork. It takes them a minute and saves you enlarging something soft every quarter. If all you can get is a raster image, take the largest one they have.
What else a profile carries
The logo is the visible part of a profile, not the important part. A profile also holds a methodology and a risk appetite of its own, and those decide what the numbers in the report mean.
Methodology and appetite are snapshots
Each profile keeps its own copy of the scoring methodology and the appetite thresholds, taken at the point the profile was set up. That is deliberate: a client who agreed a tolerance of 9 last spring should keep reading reports against 9, not against whatever you have adjusted since. When you do want a profile brought up to date, Update from Current Settings refreshes the snapshot from your present settings.
Switching changes more than the cover
Because a profile carries scoring rules as well as branding, switching profiles to get the right logo also switches the rules a report is built against. That is usually what you want, but it is worth recognising, so a figure you remember from one client's report is not set beside another's without checking the thresholds behind both.
Profiles you have not unlocked
RiskOS includes one profile. Small Business, Enterprise and Consultant raise the number, each as a one-time purchase rather than a subscription. If you go past your current allowance, the extra profiles are locked rather than deleted — everything in them, including client names and logos, is still there when the allowance goes up again.
Checking a report before it goes out
Client branding is noticed when it is wrong and never mentioned when it is right, so it is worth two minutes of checking.
Read the preview, not the settings
The branding designer shows the real header and footer rather than an approximation. What appears in the preview is what exports and what prints, so if the preview looks right, the document will.
The outputs always agree
PDF, HTML, Excel and print come from the same snapshot of the register. Checking the cover of one is checking the cover of all of them, and a client sent the PDF and the workbook together will not find two versions of a figure.
Name the file so the client can find it
RiskOS suggests a filename carrying the date, in the manner of Risk Register 2026-09-21. Adding the client's name as you save keeps a folder of quarterly reports readable a year later. Documents ▸ RiskOS is a reasonable home for them.
Troubleshooting
The client's logo is not on the cover
The report was almost certainly built in a different profile. Check the name in the sidebar footer, switch with ⌃⌘P, and export again. If the right profile is selected and the cover is still bare, open Profiles and confirm a logo was added to that profile rather than to another one with a similar name.
My own logo has been replaced by the client's
It has not. Your business name and mark stay primary on the cover and in the running header of every page; the client's mark appears with the prepared-for line. If your own logo is missing entirely, it has not been added in Set Up Branding — the profile's logo field does not stand in for it.
The logo looks soft when printed
A small raster image enlarged to cover size looks soft on paper even when it looks acceptable on screen. Ask the client for a PDF or SVG of their mark, which stays sharp at any size. Failing that, use the largest PNG they hold.
The cover shows the wrong organisation name
Two different fields can produce this. The prepared-for line comes from the client name in the profile; the organisation on the cover comes from the report defaults, which the profile also carries. Open the profile, correct whichever of the two is stale, and the next export picks it up.
The profile I want is locked
You are past the number of profiles your current allowance covers. Nothing has been lost: a locked profile keeps its client name, logo, methodology and appetite exactly as you left them. Raise the allowance with a one-time purchase and the profile opens again with everything still in place.
Habits that keep client reports tidy
A few routines make client branding something you stop thinking about.
- Set up the profile before the first meeting. Name, logo and report defaults take a couple of minutes at the start of an engagement and are never a rush job the night before a deadline.
- Check the sidebar footer before every export. One glance at the profile name is the whole quality check, and it catches the one mistake a client is certain to notice.
- Ask for a vector logo on day one. Put it in the same request as the other onboarding details, and every cover you produce for that client is sharp from the start.
- Refresh a profile deliberately. Use Update from Current Settings when a client has agreed to your revised methodology or appetite, not automatically at the end of a quarter.
- Include the client's name in the filename. The date is added for you; the name is what makes a folder of reports searchable later.
- Send the PDF and keep the HTML. Both come from the same snapshot, so the self-contained file records exactly what the client received.
Frequently asked questions
How do I add a client's logo to a risk report?
Open Profiles in the sidebar, select the client's profile and add their name and logo there. Switch to that profile before you build the report, and the cover carries their mark on the prepared-for line. The logo belongs to the profile, so it applies to every report you export for that client.
Can I use a different logo for each client?
Yes. Each profile holds one client's name and logo, along with their report defaults, methodology and appetite. Switching profiles with the sidebar footer switcher, or by pressing Control-Command-P, changes which client's mark appears on the next report you export. Nothing has to be re-entered when you switch back.
Does the client's logo replace my own branding?
No. Your business name, logo and contact details stay primary: they appear on the cover and in the running header and footer of every page. The client's name and logo appear as the prepared-for line. Both are on the same document, doing different jobs, and neither one displaces the other.
What file format should a logo be?
PNG, JPEG, PDF or SVG all work. PDF and SVG are vector originals and stay sharp at any size, which matters most on a printed cover. PNG is the usual practical choice because it keeps a transparent background. JPEG suits photographic marks but brings the rectangle it came in.
Can I white-label a risk report for a client?
RiskOS brands a report for a client rather than anonymising it. The client's name and logo go on the cover as the prepared-for line; your business name, mark and contact details stay in the header and footer, so the reader can always see who prepared the work and how to reach you about it.
Why is the wrong client's name on my report cover?
The report was built while a different profile was selected. Check the profile name in the sidebar footer, switch to the right one and export again. If the name is still wrong, two fields can cause it: the client name in the profile, and the organisation in the profile's report defaults.
How many client profiles can I have?
RiskOS includes one. Small Business, Enterprise and Consultant raise the number, each as a one-time purchase rather than a subscription. Profiles beyond your current allowance are locked, never deleted, so their client names, logos, methodology and appetite are all intact if you raise the allowance later.
Does a client's logo leave my Mac?
Only inside a report you export yourself. Everything here happens on your Mac. There is no account, nothing is uploaded, and your register never leaves the machine. An exported PDF or HTML file carries the branding because you chose to produce it and chose where to save it.