Prospect Research Report templates alllow you to create a template that defines exactly what you want to see in your selected report. You can then point the report to the saved template and generate the output you need.
The Prospect Research Report Templates page is accessed from Prospects.
From this page, you can view all existing report templates, add new templates, edit existing templates, copy from an existing template to add a new template, and delete templates. Additionally, you can set which template you want to use as your default.
Add a Prospect Research Report Template
Edit a Prospect Research Report Template
Copy a Prospect Research Report Template