Getting Started & General
Build an Automated Marketing Scorecard in GoHighLevel
By Marnix Geerkens. Published 2025-12-11. Updated 2026-06-02.
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.
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Summary. 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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Watch it, then build it
Get the full platform free for 30 days
30 days, not 14Full platform, nothing held backFree community and setup help
Frequently asked questions
Where do I create a custom marketing scorecard in GoHighLevel?
Go to Reporting > Custom Reports inside the sub-account, then create a new report.
Can I schedule reports to send automatically to clients?
Yes. Set a frequency (weekly, monthly, etc.) and the report emails on that schedule.
Can I add custom formulas to a GoHighLevel custom report?
Yes. Use the custom metrics option to write formulas like leads divided by appointments.