Customization & Reporting

Can I customize fields in forms?

Yes. You can add, remove, or rename fields to match your exact process.

Are reports customizable?

Yes. Reports come with flexible filters and complete configuration options.

Can I set up custom notifications?

Yes. Notifications can be customized for specific users, roles, or workflows.

Are dashboards configurable?

Yes. Dashboards can be tailored to your needs, and our team sets them up exactly as you prefer.

Can I filter reports by counselor, branch, or country?

Yes. All reports include advanced filtering options.

Can I export data?

Yes. You can quickly export detailed reports to Excel whenever required.