---
title: "Branding: How to customise your monthly report's look and feel"
description: Step-by-step guide on how to customise the look and feel of your monthly reports to match your firm's branding.
---

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# Branding: How to customise your monthly report's look and feel

## Step-by-step guide on setting up and using 1-click custom report styling

Updated: 6 June 2023

---

You can easily customise how the Aider Monthly Reports look to match your firm's branding and colour palette. All that's required is a one-time set-up to create a custom Word Style Set for your reports. After this, when you download your reports, simply select your custom Word Design Style Set and the entire report will be automatically updated - no need to select and format each individual piece of content.

### Step-by-step guide

1. [How to set up a custom Word Design Style Set](https://ask.aider.ai/help/customise-report-branding#setup)
2. [How to apply your custom Word Design Style Set to your Aider Monthly Reports](https://ask.aider.ai/help/customise-report-branding#usage)

### How to set up a custom Word Design Style Set

**[Download Aider-Report-Word-Customisation-Template.docx](https://ask.aider.ai/hubfs/Help-Support-files/Report-Word-Theme-Customisation-Template.docx?hsLang=en)**.

1. Download and open **[Aider-Report-Word-Customisation-Template.docx](https://ask.aider.ai/hubfs/Help-Support-files/Report-Word-Theme-Customisation-Template.docx?hsLang=en)**.  
   Customise the text and/or paragraph styling for the following Word Styles:  
   [![report-customisation-setup-1](https://ask.aider.ai/hs-fs/hubfs/images/help/AIP/report-customisation-setup-1.png?width=688&height=373&name=report-customisation-setup-1.png)](https://ask.aider.ai/hubfs/images/help/s_templates_resources/report-customisation-setup-1.png?hsLang=en)  
     1. **Normal**
     2. **Heading 1 - Heading 5**: The template shows where these are used in the reports.
2. To customise a Word Style, in the **Home** tab's **Style Gallery**, right-click on the **Style (e.g. Heading 1)** and select **Modify...** in the popup menu.  
   [![report-customisation-setup-2](https://ask.aider.ai/hs-fs/hubfs/images/help/AIP/report-customisation-setup-2.png?width=688&height=99&name=report-customisation-setup-2.png)](https://ask.aider.ai/hubfs/images/help/s_templates_resources/report-customisation-setup-2.png?hsLang=en)
3. **Change the text styling and paragraph spacing as needed.** E.g. change the font, text size, text colour, bold or not, line spacing. As you update each style you should see its impact in the template content.  
   [![report-customisation-setup-3](https://ask.aider.ai/hs-fs/hubfs/images/help/AIP/report-customisation-setup-3.png?width=688&height=303&name=report-customisation-setup-3.png)](https://ask.aider.ai/hubfs/images/help/s_templates_resources/report-customisation-setup-3.png?hsLang=en)
4. When you are happy with the way the text Styles look in the template, go to the **Design** tab.  
   [![report-customisation-setup-4a](https://ask.aider.ai/hs-fs/hubfs/images/help/AIP/report-customisation-setup-4a.png?width=688&height=373&name=report-customisation-setup-4a.png)](https://ask.aider.ai/hubfs/images/help/s_templates_resources/report-customisation-setup-4a.png?hsLang=en)
5. In the **Style Set Gallery** (to the right of the "Theme" button), right click on **This Document's Style Set** (first item in the Gallery). Select **Save...** and save your custom Style Set.
   
   **Congratulation! You're now all set for 1-click styling of your client reports.**
   
   [![report-customisation-setup-4b](https://ask.aider.ai/hs-fs/hubfs/images/help/AIP/report-customisation-setup-4b.png?width=688&height=348&name=report-customisation-setup-4b.png)](https://ask.aider.ai/hubfs/images/help/s_templates_resources/report-customisation-setup-4b.png?hsLang=en)

---

### How to apply your custom Word Design Style Set to your Aider Monthly Reports

1. Download and open your client's report. Go to the **Design** tab.  
   [![report-customisation-usage-1](https://ask.aider.ai/hs-fs/hubfs/images/help/AIP/report-customisation-usage-1.png?width=688&height=373&name=report-customisation-usage-1.png)](https://ask.aider.ai/hubfs/images/help/s_templates_resources/report-customisation-usage-1.png?hsLang=en)
2. Select your saved custom Style Set (**2nd item in the Style Set Gallery**) to apply your firm's custom styles to the report content.
   
   **Congratulation, your report now reflects your firm's branding. You can edit the content as needed and send it off to your client.**
   
   [![report-customisation-usage-2](https://ask.aider.ai/hs-fs/hubfs/images/help/AIP/report-customisation-usage-2.png?width=655&height=355&name=report-customisation-usage-2.png)](https://ask.aider.ai/hubfs/images/help/s_templates_resources/report-customisation-usage-2.png?hsLang=en)

 

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