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.

Frequently Asked Questions #

How do I customize my audit report layout? #

Open the prospect’s Marketing Audit Report, click the Sections button, choose which sections to include, reorder them, then click Apply.

Where do I access report customization? #

Go to the Prospecting Tool in Agency View, select a prospect, show the report, and use the Sections button in the upper-right area.

How do I reorder report sections? #

Hover over a section name, then drag it up or down and release it in the desired position to change the order.

Can I include only certain sections? #

Yes. Check only the boxes for the sections you want, so the report stays focused on the information most relevant to your audience.

Will my customized layout appear in the PDF? #

Yes. Once you click Apply and generate the report, the customized layout appears in both the external shared view and the downloadable PDF.

What is the best way to organize a report? #

Place the most critical sections at the top, keep a logical overview-to-detail flow, and include only sections that add value.