Prospect Reports can be customised to match your workflows and client expectations. Whether you want a consistent layout across all reports or something tailored for a specific prospect, here's how to manage both.
Customising the Global Report Layout
Global layout settings apply to all reports, both existing and newly created, once saved. It's the best option for keeping things consistent across all your Prospect Reports.
How It Works
Go to the Prospecting section within the Marketing tab and click the Settings menu. This opens Report Settings, where you can customise the report layout.
All sections are included by default. Untick any sections you want to exclude from reports.
Use drag and drop to organise sections in your preferred order, creating a narrative flow that suits your reporting style.
Click Save to apply your changes. These settings will apply to all current and future Prospect Reports automatically.
📌Note: You can update your global layout at any time by repeating the steps above.
Customising a Single Report Layout
You can adjust the layout of an individual report for a specific prospect or use case without changing your global layout settings.
How It Works
Open the Prospect Report you'd like to adjust.
In the top-right corner of the report, click the Sections button.
Drag and drop sections to reorder.
Tick or untick sections to include or exclude them for this particular report.
Click "Apply" to save your changes, then export the PDF or share the report. These changes will apply only to the selected report.
Customising your Prospect Reports lets you build a more compelling, client-specific narrative. Whether you're applying a consistent structure across all reports or fine-tuning one for a particular audience, you're in full control of how your insights are presented.