When creating reports, controlling both content and layout is essential to effectively communicate key insights. Tailored reports enable you to highlight the most relevant information, ensuring a clear and organized presentation for your audience. This guide offers step-by-step instructions on how to create reports that are both visually engaging and informative.

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 #

Navigate to the Prospecting tab in the Marketing section of your account to begin and add a new prospect or 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 #

Where do I customize my Marketing Audit Report? #

Open the prospect’s Marketing Audit Report, then click the Sections button in the upper-right corner to access the report layout settings.

How do I choose which sections appear in the report? #

In the Sections settings, check the boxes next to the sections you want to include, selecting as many or as few as needed for the report’s purpose.

Can I change the order of report sections? #

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

How do I save my customized layout? #

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

Will my customizations appear in the PDF version? #

Yes. Your customized layout is reflected in both the external shareable view and the downloadable PDF version.

What’s the best way to structure a report? #

Prioritize key information at the top, maintain a logical flow from overviews to detailed insights, and include only sections that add value.