What Can Be Customized?

At this time, the built-in reporting(s) are fixed and cannot be modified directly within the platform.

However, you can create more customized reporting using the options below.

Option 1: Query Reports (Recommended)

Query Reports allow you to export a more detailed dataset than what is available in the standard UI.

What You Can Do:

• Export lead and visitor data

• Include additional fields not shown in the default view

• Access pages viewed

• How to Query Export

Best For:

• Creating custom reports in Excel or Google Sheets

• Easily sharing enhanced reporting with clients

• Analyzing visitor behavior beyond the default dashboard
  

Option 2: Webhooks → Google Sheets (Advanced)

For resellers looking for ongoing, automated reporting customization, webhooks can be used to send data directly to a Google Sheet.

How It Works:

1. Set up a webhook within the platform

2. Connect it to a Google Sheet (via tools like Zapier or direct webhook endpoints)

3. Automatically push new lead data into your sheet

What You Can Do:

• Build customized reports

• Combine data across multiple sources

• Automate reporting updates in real-time
  

• How to Create a Webhook to Google Sheets

Best For:

• Agencies managing multiple clients

• Ongoing reporting automation

• Fully customized data views and dashboards