When creating reports, controlling both content and layout helps you communicate key insights clearly. Tailored reports let you highlight the most relevant information, keeping things organised and easy to follow for your audience. This guide walks you through how to build reports that are both visually engaging and informative.
Tips for Customising Reports
- Prioritise Key Information: Place the most critical sections at the top to capture attention immediately.
- Maintain a Logical Flow: Arrange sections in a cohesive sequence, transitioning from overviews to detailed insights.
- Keep Reports Focused: Include only sections that add value to avoid overwhelming the audience with unnecessary details.
How It Works
Access the Report
Navigate to the Prospecting tab in the Marketing section of your account to begin and add a new prospect or click on any prospect in the list.
Generate the Marketing Audit Report if necessary, then click the Show Report button in the upper-right corner of the page.
Click the Sections button to access the report layout settings, where you can customise the structure of your report.
Check the boxes next to the sections you wish to include in your report, selecting as many or as few as needed based on the report's purpose.
Reorder Report Sections
After selecting sections, adjust their order to create your preferred layout. Hover over a section name, then drag it up or down to rearrange its position. Release it once it's where you want it.
Save and Generate the Report
Once the layout is finalised, click Apply to confirm your selections and their order.
Generate the report as usual, and it will reflect your customised layout in both the external view and the PDF version. Following these steps, you can create well-structured reports that communicate the right insights clearly.