When creating reports, having control over the content and layout is crucial to effectively communicate the insights you want to highlight. Tailored reports allow you to focus on the most relevant information, ensuring that your audience receives a clear and organized presentation of data. This guide will provide step-by-step instructions on how to create reports that are not only visually appealing but also highly informative and impactful.

Tips for Customizing Reports

• Prioritize 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 Customization

Navigate to the Prospecting Tool in Agency View to begin and 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 customize 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 the section up or down to rearrange its order. Release it once it’s in the desired position.

Save and Generate the Report

Once the layout is finalized, click Apply to confirm your selections and their order.

Generate the report as usual, and it will reflect your customized layout in both the external view and the PDF version. By following these steps, you can create well-structured, impactful reports that effectively communicate essential insights.