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Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)

Learn how to customize Marketing Audit PDF reports in GHL Customer Care and export them in multiple languages with automatic localization support.

3 min read728 words8 explained imagesUpdated Fri, 13 Mar at 5:33 AM
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On this page
  1. Key Benefits of PDF Customization
  2. How to Access the Report Builder in Prospecting Tool
  3. At the Agency Level
  4. At the Sub-Account Level
  5. How To Setup and Use PDF Customization
  6. Step 1: Configure Branding & Theme
  7. Step 2: Preview & Save Your Report
  8. Step 3: Export a PDF Report
  9. Note: PDF export reliability has been improved for Marketing Audit Reports, including reports with more content and sections. If an older report does not reflect the latest audit results, refresh the report before exporting the PDF.
  10. Frequently Asked Questions
  11. Related Articles

Give your marketing audit PDFs the same polished, on-brand look as your live web reports. With PDF Customization in GHL Customer Care’s Prospecting Tool you can control colors, borders, headings, and contact details, so every format you share reinforces your agency’s identity.

TABLE OF CONTENTS

What is PDF Customization in Marketing Audit Reports?

PDF Customization allows you to apply your Brand Theme, header, and footer settings from the Prospecting Report Builder directly to exported PDF audits. Every PDF automatically mirrors your web report’s branding, no extra design work required. This creates a seamless prospect experience and saves valuable setup time.

Note: This feature requires Premium Prospecting subscription. Preview mode is free of cost for both Agencies & Locations.

Key Benefits of PDF Customization

  • Consistent branding: Web links and PDFs always match for a unified, on-brand experience.
  • Client-ready: Professional presentation that builds trust with prospects.
  • Set once, sync everywhere: Configure in Report Builder and changes apply to all reports.
  • Brand-matched styling: Customize border and heading colors to fit any palette.
  • Clear contact details: Show agency info on cover and footer so prospects can reach you fast.

How to Access the Report Builder in Prospecting Tool

The Report Builder is available at both the Agency and Sub-Account levels for users with a Premium Prospecting Subscription. If you're on Basic Prospecting, you can explore the Report Builder, but saving changes is restricted.

At the Agency Level

  1. Log in to your Agency account.
  2. Click on the Prospecting tab in the main navigation.
  3. Select the Report Builder tab to begin customizing your reports.
At the Agency Level (image 1 of 8) What this shows Log in to your Agency account. What this shows Illustrates the "At the Agency Level" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". This screenshot appears in the "At the Agency Level" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". The text alongside this image reads: Log in to your Agency account. Click on the Prospecting tab in the main navigation. Select the Report Builder tab to begin customizing your reports. Immediately after, the guide continues: Login to the sub-account. Click on the Marketing tab. Click on Prospecting. Click the Report Builder tab to start building reports. Image 1 of 8 What to chooseLog in to your Agency account. Click on the Prospecting tab in the main navigation. Select the Report Builder tab to begin customizing your reports.
Buttons and menus referenced AgencyProspectingReport Builder
Next stepLogin to the sub-account. Click on the Marketing tab. Click on Prospecting. Click the Report Builder tab to start building reports.
All 3 steps in this procedure
  1. Log in to your Agency account.
  2. Click on the Prospecting tab in the main navigation.
  3. Select the Report Builder tab to begin customizing your reports.

At the Sub-Account Level

  1. Login to the sub-account.
  2. Click on the Marketing tab.
  3. Click on Prospecting.
  4. Click the Report Builder tab to start building reports.
At the Sub-Account Level (image 2 of 8) What this shows Login to the sub-account. What this shows Illustrates the "At the Sub-Account Level" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". This screenshot appears in the "At the Sub-Account Level" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". The text alongside this image reads: Login to the sub-account. Click on the Marketing tab. Click on Prospecting. Click the Report Builder tab to start building reports. Immediately after, the guide continues: Proper setup ensures every report looks flawless and saves you from manual edits. Image 2 of 8 What to clickLogin to the sub-account. Click on the Marketing tab. Click on Prospecting. Click the Report Builder tab to start building reports.
Buttons and menus referenced sub-accountMarketingProspectingReport Builder
Next stepProper setup ensures every report looks flawless and saves you from manual edits.
All 4 steps in this procedure
  1. Login to the sub-account.
  2. Click on the Marketing tab.
  3. Click on Prospecting.
  4. Click the Report Builder tab to start building reports.

How To Setup and Use PDF Customization

Proper setup ensures every report looks flawless and saves you from manual edits.

Note: Web-only header/footer blocks will not appear in PDFs.

Step 1: Configure Branding & Theme

  1. Brand Name & Contact Details – Add your agency name, phone, email, and website in Report Builder.
    Step 1 of 4: Brand Name & Contact Details – Add your agency name, phone, email, and… What this shows Step 1 of 4: Brand Name & Contact Details – Add your agency name, phone, email, and website in Report Builder. What this shows Shows what this covers for step 1 of 4 in the "Step 1: Configure Branding & Theme" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". This screenshot accompanies step 1 of 4 in the "Step 1: Configure Branding & Theme" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". At this point in the walkthrough you brand Name & Contact Details – Add your agency name, phone, email, and website in Report Builder. The next step is to borders & Colors – Customize border colors to align with your brand. Step 1 of 4Image 3 of 8 What this coversBrand Name & Contact Details – Add your agency name, phone, email, and website in Report Builder.
    Buttons and menus referenced Brand Name & Contact DetailsBorders & ColorsHeading Colours
    Next stepBorders & Colors – Customize border colors to align with your brand.
    All 4 steps in this procedure
    1. Brand Name & Contact Details – Add your agency name, phone, email, and website in Report Builder. this image
    2. Borders & Colors – Customize border colors to align with your brand.
    3. Heading Colours – Match section titles (like Local Rank Tracker, Tech Stack Analysis, etc.) with your brand colours.
    4. For a detailed guide on customizing reports, checkout our article on Prospecting Tool - Fully Customizable Prospect Report Builder
  2. Borders & Colors – Customize border colors to align with your brand.
  3. Heading Colours – Match section titles (like Local Rank Tracker, Tech Stack Analysis, etc.) with your brand colours.
  4. For a detailed guide on customizing reports, checkout our article on Prospecting Tool - Fully Customizable Prospect Report Builder
    Step 4 of 4: For a detailed guide on customizing reports, checkout our article on… What this shows Step 4 of 4: For a detailed guide on customizing reports, checkout our article on Prospecting Tool - Fully Customizable Prospect Report Builder What this shows Shows what this covers for step 4 of 4 in the "Step 1: Configure Branding & Theme" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". This screenshot accompanies step 4 of 4 in the "Step 1: Configure Branding & Theme" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". At this point in the walkthrough you for a detailed guide on customizing reports, checkout our article on Prospecting Tool - Fully Customizable Prospect Report Builder. Step 4 of 4Image 4 of 8 What this coversFor a detailed guide on customizing reports, checkout our article on Prospecting Tool - Fully Customizable Prospect Report Builder
    Buttons and menus referenced Brand Name & Contact DetailsBorders & ColorsHeading Colours
    All 4 steps in this procedure
    1. Brand Name & Contact Details – Add your agency name, phone, email, and website in Report Builder.
    2. Borders & Colors – Customize border colors to align with your brand.
    3. Heading Colours – Match section titles (like Local Rank Tracker, Tech Stack Analysis, etc.) with your brand colours.
    4. For a detailed guide on customizing reports, checkout our article on Prospecting Tool - Fully Customizable Prospect Report Builder this image

Step 2: Preview & Save Your Report

  1. Click Preview to generate a live preview of the report design.
  2. Scan for brand color application on borders, headings, and header/footer details.
  3. Click Save to apply selections to the builder and to any future PDF or web report without additional steps.
    Step 3 of 3: Click Save to apply selections to the builder and to any future PDF or… What this shows Step 3 of 3: Click Save to apply selections to the builder and to any future PDF or web report without additional steps. What this shows Shows how to confirm for step 3 of 3 in the "Step 2: Preview & Save Your Report" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". This animation accompanies step 3 of 3 in the "Step 2: Preview & Save Your Report" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". At this point in the walkthrough you click Save to apply selections to the builder and to any future PDF or web report without additional steps. Step 3 of 3Image 5 of 8 How to confirmClick Save to apply selections to the builder and to any future PDF or web report without additional steps.
    Buttons and menus referenced Savefuture PDF or web reportPreview
    All 3 steps in this procedure
    1. Click Preview to generate a live preview of the report design.
    2. Scan for brand color application on borders, headings, and header/footer details.
    3. Click Save to apply selections to the builder and to any future PDF or web report without additional steps. this image

Step 3: Export a PDF Report

  1. Go to Prospecting → All Accounts (prospect list).
  2. For the prospect you want, either click View Report and then Export PDF.
    Step 2 of 5: For the prospect you want, either click View Report and then Export PDF What this shows Step 2 of 5: For the prospect you want, either click View Report and then Export PDF. What this shows Shows what to click for step 2 of 5 in the "Step 3: Export a PDF Report" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". This animation accompanies step 2 of 5 in the "Step 3: Export a PDF Report" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". At this point in the walkthrough you for the prospect you want, either click View Report and then Export PDF. The next step is to or click Export PDF directly from the list and choose the language for the PDF. All system-generated text within the exported PDF — including section headings, button labels, and report messaging — automatically respects the selected language. Step 2 of 5Image 6 of 8 What to clickFor the prospect you want, either click View Report and then Export PDF.
    Buttons and menus referenced ViewReportExportPDF.ProspectingAllAccounts
    Next stepOr click Export PDF directly from the list and choose the language for the PDF. All system-generated text within the exported PDF — including section headings, button labels, and report messaging — automatically respects the selected language.
    All 5 steps in this procedure
    1. Go to Prospecting → All Accounts (prospect list).
    2. For the prospect you want, either click View Report and then Export PDF. this image
    3. Or click Export PDF directly from the list and choose the language for the PDF. All system-generated text within the exported PDF — including section headings, button labels, and report messaging — automatically respects the selected language.
    4. Click Export PDF.
    5. Once ready, the PDF report will open in a new tab with all the brand customizations made previously.
  3. Or click Export PDF directly from the list and choose the language for the PDF. All system-generated text within the exported PDF — including section headings, button labels, and report messaging — automatically respects the selected language.
  4. Click Export PDF.
    Step 4 of 5: Click Export PDF What this shows Step 4 of 5: Click Export PDF. What this shows Shows what to click for step 4 of 5 in the "Step 3: Export a PDF Report" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". This animation accompanies step 4 of 5 in the "Step 3: Export a PDF Report" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". At this point in the walkthrough you click Export PDF. For context, this section explains: Go to Prospecting → All Accounts (prospect list). For the prospect you want, either click View Report and then Export PDF. Or click Export PDF directly from the list and choose the language for the PDF. All system-generated text within the exported PDF — including section headings, button labels…. The next step is to once ready, the PDF report will open in a new tab with all the brand customizations made previously. Step 4 of 5Image 7 of 8 What to clickClick Export PDF.
    Buttons and menus referenced ExportPDF.ProspectingAllAccountsViewReport
    Next stepOnce ready, the PDF report will open in a new tab with all the brand customizations made previously.
    All 5 steps in this procedure
    1. Go to Prospecting → All Accounts (prospect list).
    2. For the prospect you want, either click View Report and then Export PDF.
    3. Or click Export PDF directly from the list and choose the language for the PDF. All system-generated text within the exported PDF — including section headings, button labels, and report messaging — automatically respects the selected language.
    4. Click Export PDF. this image
    5. Once ready, the PDF report will open in a new tab with all the brand customizations made previously.
  5. Once ready, the PDF report will open in a new tab with all the brand customizations made previously.
    Step 5 of 5: Once ready, the PDF report will open in a new tab with all the brand… What this shows Step 5 of 5: Once ready, the PDF report will open in a new tab with all the brand customizations made previously. What this shows Shows what this covers for step 5 of 5 in the "Step 3: Export a PDF Report" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". This animation accompanies step 5 of 5 in the "Step 3: Export a PDF Report" section of "Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)". At this point in the walkthrough you once ready, the PDF report will open in a new tab with all the brand customizations made previously. Step 5 of 5Image 8 of 8 What this coversOnce ready, the PDF report will open in a new tab with all the brand customizations made previously.
    Buttons and menus referenced ProspectingAllAccountsViewReportExportPDF.
    All 5 steps in this procedure
    1. Go to Prospecting → All Accounts (prospect list).
    2. For the prospect you want, either click View Report and then Export PDF.
    3. Or click Export PDF directly from the list and choose the language for the PDF. All system-generated text within the exported PDF — including section headings, button labels, and report messaging — automatically respects the selected language.
    4. Click Export PDF.
    5. Once ready, the PDF report will open in a new tab with all the brand customizations made previously. this image
     

Note: PDF export reliability has been improved for Marketing Audit Reports, including reports with more content and sections. If an older report does not reflect the latest audit results, refresh the report before exporting the PDF.

Frequently Asked Questions

Q: Is multilingual PDF export supported?

Yes. You can select the preferred language when exporting the PDF. All system-generated text inside the report — including headings, prompts, and labels — automatically adapts to the selected language.

Q: Will my agency logo scale correctly in the PDF header?

Yes, the logo field in Header Customization auto-scales images up to 300 px wide for optimal print quality.

Q: Does this feature require Premium Prospecting?

Yes.

Q: Can I see my changes in real-time?

Yes, the builder provides a live preview, ensuring you can see adjustments immediately before publishing.

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