We’re excited to introduce a major upgrade to your Prospecting Reports experience:
A completely redesigned Web Report UI and a powerful Report Builder that gives you total control over how your reports look and feel.
This update is all about helping customers tell their brand story, create better first impressions, and close more deals with custom-branded, high-converting reports.
What’s New in the Web Report UI?
We've made big improvements to streamline the report reading experience — both for you and your prospects.
? UI Enhancements:
Streamlined Header
The previous sticky header that took up too much space is now fixed.
The header no longer obstructs content while scrolling.
Optimized Layout
We’ve removed empty white margins from both sides.
The report is now cleaner, more compact, and easier to navigate — with better content visibility and focus.
? Note: This new UI is available only for Web Reportsat this moment.
his time.The updated PDF version is in development and coming soon!
Introducing the All-New Report Builder
Our most requested feature is finally here — fully customizable report branding. You now have the power to tailor the report experience end-to-end.
How to Access the Report Builder
Available at both Agency level and Sub-Account level
Requires a Premium Prospecting Subscription
(If you're already subscribed, you have access right away. If you're using Basic Prospecting, you can explore Report Builder but won't be able to save changes.)
Go to:
Agency View → Click on the Prospecting tab
Sub-Account View → Go to Marketing → Prospecting
Click on the “Report Builder” tab to get started
How to Customize Your Report
1️⃣Choose the Section to Edit
The Report Builder is divided into 4 customizable tabs:
Brand Theme
Header Customization
Introduction Customization
Footer Customization
Simply click a tab and start editing. You’ll see live previews on the right side.
2️⃣Preview & Save
Click “Preview” to open the full report in a new tab
Click “Save” to apply changes across all past and future reports
You can also use “Reset to Default” to revert your customizations
Brand Theme Tab
This section allows you to define your brand's visual identity across the report. You can customize:
Primary Color: The main background or base color used across the report (e.g., background of sections).
Secondary Color: A supporting accent color used subtly to complement the primary color.
Report Text Color: This controls the main text color inside the report content.
Header Link Color: Sets the color for any clickable links in the header (like your website URL).
CTA Background Color: Color of the call-to-action (CTA) buttons like "Connect Now" or "Contact Now".
CTA Text Color: The color of the text displayed inside the CTA button.
? All changes will instantly reflect in the preview panel on the right.
✅ Use this to align your reports with your brand’s website, logo, or marketing assets.
Header Customization – Visibility Options & Design
This section gives you control over what elements show up in the report header.
Visibility Toggles:
Show Header Logo: Toggle to display/hide your business logo.
Show Header Website: Show or hide your business website link.
Show Header Description: A short line like a tagline or supportive text (e.g., “Need help with your audit?”).
Show Header Email / Contact: Choose whether to show your contact email and phone number.
Show Header CTA Button: Enable or hide the main action button like “Contact Now.”
✍️ Header Design Options:
Font Family: Choose the typeface (e.g., Arial, Roboto).
Font Weight: Set font thickness (Normal, Medium, Bold).
Font Style: Regular or Italic.
These settings help personalize the tone of your message — from clean and professional to bold and eye-catching.
Header Content Entry & Actions
Here you fill out actual header content:
Upload Logo: Recommended size 80x80px.
Header Title: Title text shown beside your logo.
Header Description: