1. Click on Prospects > Prospect Research Report Templates
2. Either click on an existing template > Edit OR click Add
3. Select the sections you would like to view, then save the changes. (You cannot edit the order of the sections.)
Once you've saved your template, you will be able to select it from the report template drop-down menu when running the Prospect Research Report. Once you've selected your report template and confidence level, click on View Report to see the report.