The Prospect Research Report provides details about a selected prospect’s wealth information. To access the report, click the Prospect research report link under Reports on the prospect’s Wealth and Ratings page. Once the Prospect Research Report page appears, use the grid at the top of the page to select what information you want to include in the report.
You can base your report on a selected Confidence rating and selected report template. To use only selected sections defined in your template, in the Report template field at the top of the report page, select the template you want to use.
For information about creating a report template, see Prospect Research Report Templates.
Note: The Print functionality on this report is an activeX control that works only in Internet Explorer. If working in another browser, export the report to a PDF to print.
Tip: The Prospect Research Report is available for only individual constituents, not organizations.