Customizing Reporting as a Reseller

Customizing Reporting as a Reseller


While the platform’s standard reporting views are not customizable at this time, resellers still have flexible options to access, enhance, and tailor their reporting outside of the default interface.

What Can Be Customized?

Info
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.


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:

Best For:

  • Agencies managing multiple clients

  • Ongoing reporting automation

  • Fully customized data views and dashboards

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