Customizing and Exporting Marketing Audit PDF Reports

About PDF Customization for Marketing Audits

You can customize the appearance of your exported Marketing Audit PDF reports to match your agency's branding. This feature applies the colors, layout, and contact information you set up in your CRM's Report Builder directly to the downloadable PDF files. The result is a professional, branded report that provides a consistent experience for your prospects, whether they view the audit online or receive it as a PDF.

This feature requires a Premium Prospecting subscription. Previewing your report design is available for all users, but saving your customization settings is restricted to Premium subscribers.

Key Benefits

• Brand Consistency: Your online reports and exported PDFs share the same visual identity.
• Professional Presentation: Deliver client-ready reports that build trust and credibility.
• Efficient Setup: Configure your branding once in the Report Builder, and it automatically applies to all future reports.
• Custom Styling: Adjust border colors, heading colors, and other elements to fit your brand palette.
• Clear Contact Information: Your agency's name, phone, email, and website can be displayed on the report cover and footer.

Accessing the Report Builder

The Report Builder is where you configure the branding for your reports. You can access it from different account levels.

From an Agency Account

1. Log into your agency-level account.
2. Navigate to the Prospecting section.
3. Click on the Report Builder tab.

From a Sub-Account (Location)

1. Log into the specific sub-account.
2. Go to the Marketing section.
3. Click on Prospecting.
4. Select the Report Builder tab.

Setting Up and Using PDF Customization

Follow these steps to configure your report branding and generate a customized PDF.

Step 1: Configure Your Branding

In the Report Builder, set up the following elements:

• Brand Name & Contact Details: Enter your agency's information, such as name, phone number, email, and website URL.
• Borders & Colors: Customize the colors used for report borders and other design elements.
• Heading Colors: Set the colors for report section titles (e.g., Local Rank Tracker, Tech Stack Analysis).

Note: Header or footer blocks designed only for web display will not appear in the exported PDF.

Step 2: Preview and Save Your Design

1. Click the Preview button to see a live version of your report with the applied branding.
2. Review the preview to ensure colors, contact details, and layout appear correctly.
3. Click Save to apply your settings. Once saved, these customizations will be used for all subsequent web views and PDF exports.

Step 3: Export a Branded PDF Report

1. Navigate to Prospecting and then All Accounts to see your list of prospects.
2. Find the prospect whose audit you wish to export.
3. You have two options:
   • Click View Report for that prospect, then select Export PDF.
   • Or, click Export PDF directly from the prospect list.
4. A prompt will appear allowing you to select the language for the PDF report. Choose your preferred language.
5. Click Export PDF. The system-generated text within the report (like headings and labels) will be translated to the selected language.
6. The finalized PDF will open in a new browser tab, displaying all your brand customizations.

Tip: If you are exporting a report that was generated some time ago, it's a good practice to refresh the report first to ensure it contains the latest audit data before exporting the PDF.

Frequently Asked Questions

Is multilingual PDF export supported?

Yes. When you export a PDF, you can select the report's language. All system text within the exported document, including section titles and button labels, will be presented in that language.

Will my agency logo display correctly in the PDF?

Yes. The logo you upload in the header settings is automatically scaled for optimal quality in the PDF, supporting images up to 300 pixels wide.

Does this feature require a Premium Prospecting subscription?

Yes, saving your customization settings in the Report Builder requires a Premium Prospecting subscription.

Can I see my changes as I make them?

Yes. The Report Builder provides a live preview function, so you can see adjustments to colors and layout immediately.