Deliver professional, branded reports that help you stand out and convert more prospects. The Report Builder allows you to fully customize how your reports look, feel, and communicate your value—giving you control over branding, messaging, and calls-to-action.

TABLE OF CONTENTS

What is the Report Builder?


The Report Builder is a powerful customization tool that lets you design your prospecting reports to match your brand identity. From colors and fonts to messaging and CTAs, every element can be tailored to create a polished and high-converting experience for your prospects.


This works alongside the updated Web Report UI, which improves readability and layout for a smoother viewing experience.

What’s New in the Web Report Experience?


The updated report interface improves how reports are presented and consumed, making them more engaging and easier to navigate.


Key Improvements

  • Cleaner Layout: Removes unnecessary spacing for better focus on content

  • Improved Readability: Optimized structure for faster scanning

  • Better User Experience: Reports feel more modern and professional


Note: These improvements currently apply to web-based reports. PDF enhancements are coming soon.

How to Access the Report Builder


The Report Builder is available at both account and admin levels and requires a premium subscription.


To access:

  • Navigate to Prospecting

  • Open the Report Builder tab

  • Start customizing your report

How to Customize Your Report


The Report Builder is divided into four main sections. Each section controls a different part of your report experience.


Brand Theme Customization


Brand colors define the overall visual identity of your report. Consistent branding helps build trust and recognition with prospects.


You can customize:

  • Primary and secondary colors

  • Text color across the report

  • Link colors

  • CTA button colors and text


What you’re seeing: Color controls for branding elements

What to do: Select colors that match your brand identity and preview changes in real time

Header Customization


The header is the first thing prospects see. It sets the tone and provides key contact information.


Display Options


You can control visibility for:

  • Logo

  • Website

  • Description

  • Email and phone

  • CTA button



What you’re seeing: Toggle options for header elements

What to do: Enable or disable elements based on what you want prospects to see


Header Content Setup


This is where you define the actual content displayed in the header.


You can add:

  • Logo (recommended size: 80x80px)

  • Title and description

  • Website URL

  • Email and phone number


CTA Configuration

  • CTA text (e.g., “Contact Now”)

  • CTA action:

    • Open a URL

    • Send an email

    • Trigger a call



What you’re seeing: Fields for entering header content and CTA settings

What to do: Add your business details and define the action you want prospects to take

Introduction Section Customization


The introduction helps explain the purpose of the report and sets expectations for the reader.


You can customize:

  • Visibility of the section

  • Title and description

  • Font style and formatting



What you’re seeing: Controls for introduction text and styling

What to do: Write a clear, benefit-driven message explaining the value of the report


The footer is your final opportunity to drive action after the report is reviewed.


You can customize:

  • Footer title and description

  • Font styling

  • CTA button and action



What you’re seeing: Footer text and CTA configuration options

What to do: Add a strong call-to-action encouraging prospects to take the next step

Preview and Apply Changes


Once your customization is complete, you can review and apply changes across all reports.



What you’re seeing: Preview, Save, and Reset options

What to do:

  • Click Preview to review the full report

  • Click Save to apply changes globally

  • Use Reset to Default if needed

How the Final Report Appears


After customization, your reports reflect your branding and messaging across all sections.



What you’re seeing: Customized header with branding and CTA

What to do: Ensure branding and contact details are accurate


What you’re seeing: Clean and structured report layout

What to do: Review readability and clarity



What you’re seeing: Data-rich section with visual insights

What to do: Confirm content aligns with your messaging

Why This Matters


Customizing your reports helps you:

  • Build trust with branded, professional presentations

  • Improve engagement with clear messaging and design

  • Increase conversions with strategic CTAs

  • Save time by applying changes across all reports

Frequently Asked Questions


Q: Do changes apply to existing reports?

Yes. Saved changes apply to both past and future reports.


Q: Can I preview changes before publishing?

Yes. Use the Preview option to review the report before saving.


Q: Can I customize reports without a premium plan?

You can explore the builder, but saving changes requires a premium subscription.


Q: Can I remove sections like header or footer?

Yes. You can toggle visibility for most sections.


Q: Can I use different CTAs in header and footer?

Yes. Each section can have its own CTA and action.

Need More Help?


If you need assistance customizing your reports or optimizing your setup, open the Help Center and search for “Report Builder” or contact Support for further guidance.