Customize and Reorder Prospecting Report Sections

Take Control of Your Prospecting Reports

Your prospecting reports are now fully customizable. You can choose which sections appear and decide the order in which they are presented, allowing you to tailor reports for different audiences and objectives.

Key Benefits of Customizing Reports

• Focus on What Matters: Include only the sections relevant to your audience, removing unnecessary clutter.
• Create a Logical Flow: Arrange sections to tell a compelling story, guiding the reader through your data and insights.
• Highlight Key Information: Place your most important metrics and findings at the top of the report for immediate impact.
• Save Time: Build a report structure once and apply it consistently for clear, professional presentations every time.

How to Select and Reorder Sections

Follow these steps to customize the layout of any prospecting report.

1. Navigate to the Prospecting area of your CRM.
2. Click on a prospect's name to view their details.
3. Select the option to View Report.
4. Within the report view, locate and click the Sections button or menu option.
5. A panel will appear showing all available report sections. You can:
   • Select Sections: Check or uncheck boxes to include or hide specific sections.
   • Reorder Sections: Use the drag-and-drop interface to arrange the selected sections in your preferred order.
6. Once your layout is set, click the Apply button to save your changes.

Note: The custom layout you apply will be reflected in both the online view of the report and any PDF version you generate.

Putting Custom Reports to Work

This feature transforms how you share prospecting insights. Create a streamlined report for a quick executive summary, or build a detailed version for a deep-dive team meeting. By presenting data in a clear, intentional order, you make it easier for clients, stakeholders, and your team to understand your findings and take action.