How to Customize Prospect Reports with the Report Builder
The Prospect Report Builder lets agencies and sub-accounts brand the web report's theme, header, intro, and footer. Premium Prospecting is required to save changes; preview mode is free for everyone.
The Prospect Report Builder customizes how your prospect web reports look — brand theme, header, intro, footer — so the audit your prospect sees matches your brand instead of a generic template. Premium Prospecting is required to save changes; preview mode is free for both agencies and sub-accounts.
What's new in the web report
- Streamlined header — fixed in place, no longer obstructs scrolling content
- Optimized layout — empty side margins removed for cleaner, more compact reports
These UI improvements apply to the web report only.
Open the Report Builder
Agency level
- Log in to your agency account.
- Click Prospecting in the main nav.
- Open the Report Builder tab.
Sub-account level
- Log in to the sub-account.
- Click Marketing > Prospecting.
- Open the Report Builder tab.
Brand Theme
Define the report's visual identity to match your website or marketing assets:
- Primary Color — main background or base color
- Secondary Color — supporting accent
- Report Text Color — body text inside the report
- Header Link Color — clickable links in the header
- CTA Background Color — button fill for actions like "Connect Now"
- CTA Text Color — text inside CTA buttons
Header Customization
Display options
- Header Logo — show or hide your logo
- Header Website — show or hide your website link
- Header Description — tagline or supporting line
- Header Email / Contact — show contact email and phone
- Header CTA Button — main action button
Design options
- Font Family (e.g., Arial, Roboto)
- Font Weight (Normal, Medium, Bold)
- Font Style (Regular, Italic)
- Logo upload — recommended 80x80px
- Header Title — text beside your logo
- Header Description — tagline under the title
- Header Website — clickable URL
- Header Email and Phone
- CTA Text — button label like "Schedule Now"
- CTA Action — URL, Email, or Call
Header styles
- Left Top Wave
- Full Background
- Double Wave Left
Introduction Customization
- Show Introduction Description — toggle the entire intro block
- Font controls — family, weight, style
- Introduction Title — short headline
- Introduction Description — explain what the audit covers and why it matters
Footer Customization
Display options
- Footer Description — toggle the footer intro block
- Footer CTA Button — toggle the action button
Design options
- Font family, weight, style
- Footer Title and Description
- Footer CTA Text — button label like "Talk to Expert"
- Footer CTA Action — URL, Email, or Call
Footer styles
- Right Curve Wave
- Flat Bottom Border
- Full Background
Preview and save
- Click Preview to open the latest unsaved version in a new tab.
- Click Save to apply changes to all past and future reports.
- Click Reset to Default to revert customizations.
Frequently Asked Questions
Who can use the Prospect Report Builder?
Agencies and sub-accounts on Premium Prospecting can save changes. Preview mode is available free to both — useful for evaluating before subscribing.
What does Premium Prospecting include?
Full customization: brand theme, header, intro, and footer settings, plus the external report UI revamp.
Can I see changes in real time?
Yes. The right-side live preview updates as you edit each tab so you can confirm the layout before saving.
What changed in the external UI?
Cleaner, more modern layout with consistent iconography and improved text styling. The header is fixed and side margins are tighter.
Do saved changes apply to old reports?
Yes. Saving applies your customizations to both past and future reports, so existing prospects see the updated branding.
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