Introducing a dynamic new feature that allows you unmatched control over your report layouts — Select and Reorder Report Sections!
Key Highlights:
- Tailored Report Sections: You can now select which sections to include in your reports, ensuring that only the most pertinent information is presented to your audience.
- Easy Reordering: With our user-friendly drag-and-drop feature, you can effortlessly rearrange report sections to craft a flow that aligns with your narrative and goals!
- Enhanced Customisation: Modify your reports to emphasise essential metrics and insights first, simplifying the task for stakeholders to comprehend the information that is most important.
- Streamlined Reporting Process: Save time and improve clarity by structuring your reports according to your preferences, facilitating more powerful presentations and dialogues.
How to Access Select and Reorder Report Section:
- Navigate to the ‘Prospecting’ tab.
- Click on any prospect and proceed to View Report.
- Choose the ‘ Sections’ option to select and reorder the report section of your choice.
- Click on “Apply” to save and apply changes to the report. The changes will be reflected in both External report and PDF.
Why You’ll Love It:
This new feature gives you the power to highlight report sections that align with your objectives and priorities. Whether you’re presenting to clients, stakeholders, or your team, you can now present your data in a way that is engaging and easy to digest. Try out the Select and Reorder Report Sections feature today and elevate your reporting game!
Want to Know More About This Feature?
Dig into our Support Document to understand more about this feature!
Have Something to Share?
If you have any ideas or thoughts on Prospecting Tool, feel free to share it with us. We love hearing from you and bringing your ideas to life!