Getting Started & General
GoHighLevel's Custom Reports section lets you assemble a live marketing scorecard from appointment data, contact metrics, email performance, ad spend, and payment activity. Once built, you schedule it to email clients automatically on whatever cadence you choose, so clients always have current numbers without chasing you for updates.
Actualizado el 2 de junio de 2026
3:44Resumen. GoHighLevel Custom Reports allow agencies to create branded marketing scorecards that pull live data across contacts, appointments, revenue, and ad channels. Reports can include trend charts, custom formulas like conversion rate, and data from Meta Ads and other connected sources. Scheduled delivery means clients receive regular updates automatically, which builds trust and reduces back-and-forth communication.
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Yes. Set a frequency (weekly, monthly, etc.) and the report emails on that schedule.
Yes. Use the custom metrics option to write formulas like leads divided by appointments.
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