Prospect Research Report Templates

Prospect Research Report templates enable 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.

  1. From the Prospects page, under Configuration, select Prospect Research Report Templates. The Prospect Research Report Templates page appears.

  2. Select Add.The Add prospect research report template screen appears.

  3. Enter a name and description for your template.

  4. From the Available sections pane select, and using the arrow keys, move the selections you want to include in your report to the Selected sections pane.

  5. Select Save to save the template and return to Prospect Research Report Templates page. Your new template displays in the Report templates grid. In addition, you can now select this template when creating a Prospect Research Report.

  1. From the Prospects page, under Configuration, select Prospect Research Report Templates. The Prospect Research Report Templates page appears.

  2. In the Report templates grid, select the template you want to copy.

  3. Select Copy. The Copy prospect research report template screen appears.

  4. Change the template name and description.

  5. Make any other necessary changes.

  6. Select Save to save the template and return to Prospect Research Report Templates page. Your new template displays in the Report templates grid. In addition, you can now select this template when creating a Prospect Research Report.

  1. From the Prospects page, under Configuration, select Prospect Research Report Templates. The Prospect Research Report Templates page appears.

  2. In the Report templates grid, select the template you want to use as your default.

  3. Select Set my default template. Your selected template now displays a green checkmark in the My default template column of the Report templates grid.