Skip to content

How customizable are the dashboards and reports?

Quick Answer

Fully customizable. Create custom views, choose metrics, design report layouts, and automate delivery schedules.

Our platform offers extensive customization:

Dashboard Customization

  • Drag-and-drop widget arrangement
  • Custom metric selection
  • Personalized KPI displays
  • Multiple dashboard views
  • Role-based dashboard templates
  • Saved view configurations

Report Builder

  • Choose sections and modules
  • Select date ranges and comparisons
  • Add custom commentary fields
  • Brand color and logo integration
  • Executive summary templates
  • Appendix and methodology sections

Visualization Options

  • Chart type selection (line, bar, area, etc.)
  • Color scheme customization
  • Annotation capabilities
  • Interactive elements
  • Export format choices
  • Print-optimized layouts

Automation

  • Scheduled report generation
  • Automated email delivery
  • Stakeholder distribution lists
  • Dynamic date range updates
  • Threshold-triggered reports
  • Event-based report generation

White-Label Options (Enterprise)

  • Complete brand replacement
  • Custom domain hosting
  • Client portal branding
  • Co-branded reports
  • Custom URL structures

Save multiple configurations for different stakeholders, campaigns, or review cycles.

Still have questions?

Our team is here to help. Reach out for personalized support or schedule a demo to see our platform in action.