Skip to content
Agency View

Prospecting Tool - Fully Customizable Prospect Report Builder

Create high-converting, branded prospect reports with full control using the new Prospect Report Builder and redesigned Web Report UI. Close more deals easily.

6 min read1,302 words12 explained images
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Key Benefits of Fully Customizable Prospect Report Builder
  2. How to Access the Report Builder in Prospecting Tool
  3. At the Agency Level
  4. At the Sub-Account Level
  5. How To Use the Prospect Report Builder to Customize Your Report
  6. Brand Theme
  7. Header Customization
  8. Introduction Customization
  9. Footer Customization
  10. Preview & Save
  11. Frequently Asked Questions
  12. Related Articles

Video 1 Open in a new tab

We’re excited to introduce a major upgrade to the 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.

Note: This feature requires Premium Prospecting subscription. Preview mode is free of cost for both Agencies & Locations.

TABLE OF CONTENTS

What is Fully Customizable Prospect Report Builder?

This premium feature is designed to give users full control over the appearance and content of their prospect reports. It enables agencies and locations to customize their report’s brand theme, header, introduction message, and footer sections, ensuring that every report reflects a distinct, professional identity. With an easy-to-use interface and live preview capabilities, you can build and refine reports that not only look great but also drive engagement.

UI Enhancements:

  • Streamlined Header

    1. The previous sticky header that took up too much space is now fixed.
    2. The header no longer obstructs content while scrolling.
  • Optimized Layout

    1. We’ve removed empty white margins from both sides.
    2. 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 Reports at this moment. 

Key Benefits of Fully Customizable Prospect Report Builder

The prospect report builder offers key advantages that enhance both the aesthetic and functional quality of your client reports. 

  • Branded, Professional Reports: Maintain a consistent, on-brand experience that reinforces trust with your clients.
  • Conversion-Ready Layouts: Highlight important CTAs and contact details in a layout designed for maximum impact.
  • Personalized Messaging: Tailor your content with niche-focused information to resonate with your audience.
  • Live Preview: Instantly see your changes and publish confidently without disruptive delays.

How to Access the Report Builder in Prospecting Tool

The Report Builder is available at both the Agency and Sub-Account levels for users with a Premium Prospecting Subscription. If you're on Basic Prospecting, you can explore the Report Builder, but saving changes is restricted.

At the Agency Level

  1. Log in to your Agency account.
  2. Click on the Prospecting tab in the main navigation.
  3. Select the Report Builder tab to begin customizing your reports.
At the Agency Level (image 1 of 12) What this shows Log in to your Agency account. What this shows Illustrates the "At the Agency Level" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This screenshot appears in the "At the Agency Level" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: Log in to your Agency account. Click on the Prospecting tab in the main navigation. Select the Report Builder tab to begin customizing your reports. Immediately after, the guide continues: Login to the sub-account. Click on the Marketing tab. Click on Prospecting. Click the Report Builder tab to start building reports. Image 1 of 12 What to chooseLog in to your Agency account. Click on the Prospecting tab in the main navigation. Select the Report Builder tab to begin customizing your reports.
Buttons and menus referenced AgencyProspectingReport Builder
Next stepLogin to the sub-account. Click on the Marketing tab. Click on Prospecting. Click the Report Builder tab to start building reports.
All 3 steps in this procedure
  1. Log in to your Agency account.
  2. Click on the Prospecting tab in the main navigation.
  3. Select the Report Builder tab to begin customizing your reports.

At the Sub-Account Level

  1. Login to the sub-account.
  2. Click on the Marketing tab.
  3. Click on Prospecting.
  4. Click the Report Builder tab to start building reports.
At the Sub-Account Level (image 2 of 12) What this shows Login to the sub-account. What this shows Illustrates the "At the Sub-Account Level" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This screenshot appears in the "At the Sub-Account Level" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: Login to the sub-account. Click on the Marketing tab. Click on Prospecting. Click the Report Builder tab to start building reports. Immediately after, the guide continues: The Report Builder is divided into 4 tabs, simply click a tab and start editing. You’ll see live previews on the right side. Image 2 of 12 What to clickLogin to the sub-account. Click on the Marketing tab. Click on Prospecting. Click the Report Builder tab to start building reports.
Buttons and menus referenced sub-accountMarketingProspectingReport Builder
Next stepThe Report Builder is divided into 4 tabs, simply click a tab and start editing. You’ll see live previews on the right side.
All 4 steps in this procedure
  1. Login to the sub-account.
  2. Click on the Marketing tab.
  3. Click on Prospecting.
  4. Click the Report Builder tab to start building reports.

How To Use the Prospect Report Builder to Customize Your Report

The Report Builder is divided into 4 tabs, simply click a tab and start editing. You’ll see live previews on the right side.

Brand Theme

This section allows you to define your brand's visual identity across the report. Use this to align your reports with your brand’s website, logo, or marketing assets.

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.

Brand Theme (image 3 of 12) What this shows Primary Color: The main background or base color used across the report (e.g., background of sections). What this shows Illustrates the "Brand Theme" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This screenshot appears in the "Brand Theme" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: 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…. Immediately after, the guide continues: This section gives you control over what elements show up in the report header. Image 3 of 12 What this coversPrimary 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.
Buttons and menus referenced Primary ColorSecondary ColorReport Text ColorHeader Link ColorCTA Background ColorCTA Text Color
Next stepThis section gives you control over what elements show up in the report header.
All 6 steps in this procedure
  1. Primary Color: The main background or base color used across the report (e.g., background of sections).
  2. Secondary Color: A supporting accent color used subtly to complement the primary color.
  3. Report Text Color: This controls the main text color inside the report content.
  4. Header Link Color: Sets the color for any clickable links in the header (like your website URL).
  5. CTA Background Color: Color of the Call-To-Action (CTA) buttons like "Connect Now" or "Contact Now".
  6. CTA Text Color: The color of the text displayed inside the CTA button.

Header Customization

This section gives you control over what elements show up in the report header. 

1. Header Display Options

Control which elements are visible in your header.

  • 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.”
1. Header Display Options (image 4 of 12) What this shows Show Header Logo: Toggle to display/hide your business logo. What this shows Illustrates the "1. Header Display Options" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This animation appears in the "1. Header Display Options" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: 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…. Immediately after, the guide continues: Font Family: Choose the font type (e.g., Arial, Roboto). Font Weight: Set font thickness (Normal, Medium, Bold). Font Style: Regular or Italic. Upload Logo: Recommended size 80x80px. Header Title: Title text shown beside your logo. Header…. Image 4 of 12 What to chooseShow 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.” Next stepFont Family: Choose the font type (e.g., Arial, Roboto). Font Weight: Set font thickness (Normal, Medium, Bold). Font Style: Regular or Italic. Upload Logo: Recommended size 80x80px. Header Title: Title text shown beside your logo. Header Description: Supportive line for the title. Header Website: URL displayed as a clickable link. Header Email: Contact email address. Header Phone Number: Your business contact number. CTA Text: What the button will say (e.g., "Schedule Now"). CTA Action: Choose what happens when someone clicks:
All 5 steps in this procedure
  1. Show Header Logo: Toggle to display/hide your business logo.
  2. Show Header Website: Show or hide your business website link.
  3. Show Header Description: A short line like a tagline or supportive text (e.g., “Need help with your audit?”).
  4. Show Header Email / Contact: Choose whether to show your contact email and phone number.
  5. Show Header CTA Button: Enable or hide the main action button like “Contact Now.”

2. Header Design Options

  • Font Family: Choose the font type (e.g., Arial, Roboto).

  • Font Weight: Set font thickness (Normal, Medium, Bold).

  • Font Style: Regular or Italic.

    Step 3 of 11: Font Style: Regular or Italic What this shows Step 3 of 11: Font Style: Regular or Italic. What this shows Shows what this covers for step 3 of 11 in the "2. Header Design Options" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This animation accompanies step 3 of 11 in the "2. Header Design Options" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". At this point in the walkthrough you font Style: Regular or Italic. For context, this section explains: Font Family: Choose the font type (e.g., Arial, Roboto). Font Weight: Set font thickness (Normal, Medium, Bold). Font Style: Regular or Italic. Upload Logo: Recommended size 80x80px. Header Title: Title text shown beside your logo. Header Description: Supportive line for the title. Header Website…. This part of the guide covers 1 field, listed below. The next step is to upload Logo: Recommended size 80x80px. Step 3 of 11Image 5 of 12 What this coversFont Style: Regular or Italic.
    Fields in this part of the guide CTA Action: Choose what happens when someone clicks:
    Next stepUpload Logo: Recommended size 80x80px.
    All 11 steps in this procedure
    1. Font Family: Choose the font type (e.g., Arial, Roboto).
    2. Font Weight: Set font thickness (Normal, Medium, Bold).
    3. Font Style: Regular or Italic. this image
    4. Upload Logo: Recommended size 80x80px.
    5. Header Title: Title text shown beside your logo.
    6. Header Description: Supportive line for the title.
    7. Header Website: URL displayed as a clickable link.
    8. Header Email: Contact email address.
    9. Header Phone Number: Your business contact number.
    10. CTA Text: What the button will say (e.g., "Schedule Now").
    11. CTA Action: Choose what happens when someone clicks:
  • Upload Logo: Recommended size 80x80px.
  • Header Title: Title text shown beside your logo.
  • Header Description: Supportive line for the title.
  • Header Website: URL displayed as a clickable link.
  • Header Email: Contact email address.
  • Header Phone Number: Your business contact number.
  • CTA Text: What the button will say (e.g., "Schedule Now").
  • CTA Action: Choose what happens when someone clicks:
    • URL: Takes prospects to your booking page or website.

    • Email: Opens an email draft to your contact.

    • Call: Dials your phone number (mobile devices).

2. Header Design Options (image 6 of 12) What this shows Font Family: Choose the font type (e.g., Arial, Roboto). What this shows Illustrates the "2. Header Design Options" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This animation appears in the "2. Header Design Options" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: Font Family: Choose the font type (e.g., Arial, Roboto). Font Weight: Set font thickness (Normal, Medium, Bold). Font Style: Regular or Italic. Upload Logo: Recommended size 80x80px. Header Title: Title text shown beside your logo. Header Description: Supportive line for the title. Header Website…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Choose a header style from the three available options. Image 6 of 12 What to fill inFont Family: Choose the font type (e.g., Arial, Roboto). Font Weight: Set font thickness (Normal, Medium, Bold). Font Style: Regular or Italic. Upload Logo: Recommended size 80x80px. Header Title: Title text shown beside your logo. Header Description: Supportive line for the title. Header Website: URL displayed as a clickable link. Header Email: Contact email address. Header Phone Number: Your business contact number. CTA Text: What the button will say (e.g., "Schedule Now"). CTA Action: Choose what happens when someone clicks:
Fields in this part of the guide CTA Action: Choose what happens when someone clicks:
Next stepChoose a header style from the three available options.
All 11 steps in this procedure
  1. Font Family: Choose the font type (e.g., Arial, Roboto).
  2. Font Weight: Set font thickness (Normal, Medium, Bold).
  3. Font Style: Regular or Italic.
  4. Upload Logo: Recommended size 80x80px.
  5. Header Title: Title text shown beside your logo.
  6. Header Description: Supportive line for the title.
  7. Header Website: URL displayed as a clickable link.
  8. Header Email: Contact email address.
  9. Header Phone Number: Your business contact number.
  10. CTA Text: What the button will say (e.g., "Schedule Now").
  11. CTA Action: Choose what happens when someone clicks:

3. Header Styles

Choose a header style from the three available options.

  • Left Top Wave
  • Full Background
  • Double Wave Left
3. Header Styles (image 7 of 12) What this shows Left Top Wave Full Background Double Wave Left What this shows Illustrates the "3. Header Styles" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This animation appears in the "3. Header Styles" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: Left Top Wave Full Background Double Wave Left. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: This section helps you configure the intro content shown below the header. Use this space to explain the value of the audit and how you can help fix identified gaps. Image 7 of 12 What this coversLeft Top Wave Full Background Double Wave Left
Fields in this part of the guide Left Top WaveFull BackgroundDouble Wave Left
Next stepThis section helps you configure the intro content shown below the header. Use this space to explain the value of the audit and how you can help fix identified gaps.
All 3 steps in this procedure
  1. Left Top Wave
  2. Full Background
  3. Double Wave Left

Introduction Customization

This section helps you configure the intro content shown below the header. Use this space to explain the value of the audit and how you can help fix identified gaps.

  • Show Introduction Description: Toggle to show/hide the entire introduction block.
  • Introduction Font Family, Weight, and Style: Customize how your intro paragraph text looks like.
  • Introduction Title: A short headline explaining what this section is about.
  • Introduction Description: Text for providing context, great for educating the prospect on what the report covers and why it matters.
Introduction Customization (image 8 of 12) What this shows Show Introduction Description: Toggle to show/hide the entire introduction block. What this shows Illustrates the "Introduction Customization" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This animation appears in the "Introduction Customization" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: Show Introduction Description: Toggle to show/hide the entire introduction block. Introduction Font Family, Weight, and Style: Customize how your intro paragraph text looks like. Introduction Title: A short headline explaining what this section is about. Introduction Description: Text for…. Immediately after, the guide continues: This section gives you control over what elements show up in the report footer. Image 8 of 12 What to chooseShow Introduction Description: Toggle to show/hide the entire introduction block. Introduction Font Family, Weight, and Style: Customize how your intro paragraph text looks like. Introduction Title: A short headline explaining what this section is about. Introduction Description: Text for providing context, great for educating the prospect on what the report covers and why it matters. Next stepThis section gives you control over what elements show up in the report footer.
All 4 steps in this procedure
  1. Show Introduction Description: Toggle to show/hide the entire introduction block.
  2. Introduction Font Family, Weight, and Style: Customize how your intro paragraph text looks like.
  3. Introduction Title: A short headline explaining what this section is about.
  4. Introduction Description: Text for providing context, great for educating the prospect on what the report covers and why it matters.

This section gives you control over what elements show up in the report footer. 

Control which elements are visible in your footer.

  • Show Footer Description: Toggle to show/hide the footer introduction block.
  • Show Footer CTA Button: Toggle to show/hide the footer CTA button.
1. Footer Display Options (image 9 of 12) What this shows Show Footer Description: Toggle to show/hide the footer introduction block. What this shows Illustrates the "1. Footer Display Options" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This animation appears in the "1. Footer Display Options" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: Show Footer Description: Toggle to show/hide the footer introduction block. Show Footer CTA Button: Toggle to show/hide the footer CTA button. Immediately after, the guide continues: Font Family: Choose the font type (e.g., Arial, Roboto). Font Weight: Set font thickness (Normal, Medium, Bold). Font Style: Regular or Italic. Footer Title: Title text for your footer. Footer Description: Supportive text under the title…. Image 9 of 12 What to chooseShow Footer Description: Toggle to show/hide the footer introduction block. Show Footer CTA Button: Toggle to show/hide the footer CTA button. Next stepFont Family: Choose the font type (e.g., Arial, Roboto). Font Weight: Set font thickness (Normal, Medium, Bold). Font Style: Regular or Italic. Footer Title: Title text for your footer. Footer Description: Supportive text under the title. Footer CTA Text: What the button will say (e.g., "Talk to Expert"). Footer CTA Action:
All 2 steps in this procedure
  1. Show Footer Description: Toggle to show/hide the footer introduction block.
  2. Show Footer CTA Button: Toggle to show/hide the footer CTA button.
  • Font Family: Choose the font type (e.g., Arial, Roboto).

  • Font Weight: Set font thickness (Normal, Medium, Bold).

  • Font Style: Regular or Italic.

  • Footer Title: Title text for your footer.

  • Footer Description: Supportive text under the title.
  • Footer CTA Text: What the button will say (e.g., "Talk to Expert").

  • Footer CTA Action: 
    • URL: Takes prospects to your booking page or website.

    • Email: Opens an email draft to your contact.

    • Call: Dials your phone number (mobile devices).

2. Footer Design Options (image 10 of 12) What this shows Font Family: Choose the font type (e.g., Arial, Roboto). What this shows Illustrates the "2. Footer Design Options" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This animation appears in the "2. Footer Design Options" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: Font Family: Choose the font type (e.g., Arial, Roboto). Font Weight: Set font thickness (Normal, Medium, Bold). Font Style: Regular or Italic. Footer Title: Title text for your footer. Footer Description: Supportive text under the title. Footer CTA Text: What the button will say (e.g., "Talk to…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Choose a footer style from the three available options. Image 10 of 12 What to fill inFont Family: Choose the font type (e.g., Arial, Roboto). Font Weight: Set font thickness (Normal, Medium, Bold). Font Style: Regular or Italic. Footer Title: Title text for your footer. Footer Description: Supportive text under the title. Footer CTA Text: What the button will say (e.g., "Talk to Expert"). Footer CTA Action:
Fields in this part of the guide Footer CTA Action:
Next stepChoose a footer style from the three available options.
All 7 steps in this procedure
  1. Font Family: Choose the font type (e.g., Arial, Roboto).
  2. Font Weight: Set font thickness (Normal, Medium, Bold).
  3. Font Style: Regular or Italic.
  4. Footer Title: Title text for your footer.
  5. Footer Description: Supportive text under the title.
  6. Footer CTA Text: What the button will say (e.g., "Talk to Expert").
  7. Footer CTA Action:

Choose a footer style from the three available options.

  • Right Curve Wave
  • Flat Bottom Border
  • Full Background
3. Footer Styles (image 11 of 12) What this shows Right Curve Wave Flat Bottom Border Full Background What this shows Illustrates the "3. Footer Styles" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This animation appears in the "3. Footer Styles" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: Right Curve Wave Flat Bottom Border Full Background. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Click Preview to open a view of the most recent unsaved version of 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. Image 11 of 12 What this coversRight Curve Wave Flat Bottom Border Full Background
Fields in this part of the guide Right Curve WaveFlat Bottom BorderFull Background
Next stepClick Preview to open a view of the most recent unsaved version of 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.
All 3 steps in this procedure
  1. Right Curve Wave
  2. Flat Bottom Border
  3. Full Background

Preview & Save

  • Click Preview to open a view of the most recent unsaved version of 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.
Preview & Save (image 12 of 12) What this shows Click Preview to open a view of the most recent unsaved version of the full report in a new tab. What this shows Illustrates the "Preview & Save" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". This screenshot appears in the "Preview & Save" section of "Prospecting Tool - Fully Customizable Prospect Report Builder". The text alongside this image reads: Click Preview to open a view of the most recent unsaved version of 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. Immediately after, the guide continues: Q: Who has access to the Prospect Report Builder? Image 12 of 12 How to confirmClick Preview to open a view of the most recent unsaved version of 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.
Buttons and menus referenced PreviewSaveReset to Default
Next stepQ: Who has access to the Prospect Report Builder?
All 3 steps in this procedure
  1. Click Preview to open a view of the most recent unsaved version of the full report in a new tab.
  2. Click Save to apply changes across all past and future reports.
  3. You can also use Reset to Default to revert your customizations.

Frequently Asked Questions

Q: Who has access to the Prospect Report Builder?

The feature is available to all agencies and locations through Premium Access, with preview mode free for both.

Q: What does the Premium Subscription include?

The Premium Subscription unlocks full customization options, including brand theme, header, introduction, and footer settings along with the external report UI revamp.

Q: Can I see my changes in real-time?

Yes, the builder provides a live preview, ensuring you can see adjustments immediately before publishing.

Q: What improvements have been made with the external UI revamp?

The revamp offers a cleaner, modern layout with consistent iconography and improved text styling, making reports more visually engaging.

Was this guide helpful?

Related guides

How to Enable Support Access for Your GHL Customer Care Account1 min read · 2 imagesSkills Platform for AI Agents9 min read · 4 imagesNew MCP connectors10 min read · 3 imagesAgency Launchpad4 min read · 4 images