How to Customize Your Prospect Report Layout

About Prospect Report Layout Customization

Prospect Report Layout Customization allows you to personalize the structure of your Marketing Audit Reports within the CRM. You can choose which sections appear in your reports and control their display order, enabling you to tailor reports to match your sales strategy, highlight key insights, and remove irrelevant data. You can set a global default layout for all future reports or customize individual reports without affecting others.

Benefits of Customizing Your Report Layout

Customizing your report layout helps ensure your Prospect Reports present information in a way that supports your sales conversations and client priorities.

• Control the Narrative: Arrange sections in a logical order that guides prospects through your sales pitch
• Highlight Key Insights: Move important sections like Overall Score or SEO Analysis to prominent positions
• Remove Irrelevant Data: Hide sections that aren't relevant to your specific prospect or service offering
• Maintain Consistency: Set a global default for standardized reporting across all clients
• Flexible Adjustments: Customize individual reports without changing your default template
• Consistent Output: Section order and visibility apply to both web reports and exported PDFs

Setting a Global Default Layout

The global layout becomes the default structure for all new Prospect Reports, ensuring consistency across your agency's presentations.

Access Global Layout Settings

To configure your default report layout:

1. Navigate to Marketing
2. Select Prospecting
3. Click Prospect Accounts
4. Open the Settings tab
5. Select Report Settings

This opens the Customize Report Layout panel where you can manage section visibility and order.

Adjust Section Visibility

By default, all report sections are enabled. Uncheck any sections you want to exclude from your reports. You can re-enable sections at any time.

Reorder Sections

Use the drag-and-drop handles beside each section to arrange them in your preferred sequence. This allows you to guide prospects through insights in a strategic order.

Save Your Global Layout

Click Save to make your structure the default for all future reports. Note that previously customized reports will not automatically update to match the new global layout.

Customizing an Individual Report

When you need a different structure for a specific prospect, you can customize that report without affecting your global settings.

Access Report-Specific Controls

To customize a single report:

1. Open the desired Marketing Audit Report
2. Click Sections in the top-right corner
3. In the Sections panel, check or uncheck sections to control visibility
4. Drag sections to reorder them
5. Click Apply to confirm changes

Changes made here affect only the current report, leaving your global layout unchanged.

Verifying Your Changes

After making layout changes, you may need to refresh the report if changes aren't immediately visible. You can also export the report as a PDF to confirm the structure is consistent with your preferences.

Note that some report improvements are applied through backend processing. Existing reports may need a manual refresh before updated results appear.

Frequently Asked Questions

Do global layout changes affect all reports?

Global changes become the default layout for new reports moving forward that use the standard structure.

Can I hide a section for just one report?

Yes. Use the Sections panel inside that specific report and click Apply.

Will previously customized reports update if I change the global layout?

No. Reports that were individually customized retain their own layout settings.

Does the section order affect the exported PDF?

Yes. The section order and visibility apply to both the web-based report view and exported PDF versions.