How to Create Custom Automated Client Reports in GoHighLevel

Channel:
United States HighLevel
Subscribers:
67,700
Published on ● Video Link: https://www.youtube.com/watch?v=zycOvGHX1iA


Duration: 0:00
438 views
17

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For more information, be sure to check out the related help doc at https://help.gohighlevel.com/en/support/solutions/articles/155000003965-how-to-create-and-schedule-reports
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Want someone from the team to walk you through it? Click here https://speakwith.us/success

Learn how to create and schedule custom automated reports in GoHighLevel. Ensure clients receive key metrics via email without logging into dashboards. Customize your report, add widgets, and schedule weekly or monthly email updates effortlessly. Perfect for appointment tracking and performance insights.

00:00 Introduction: The Problem with Dashboards
00:31 Setting Up Your GoHighLevel Account
01:03 Creating a Custom Report
02:02 Customizing Your Report
04:26 Finalizing and Scheduling the Report
07:16 Conclusion and Next Steps



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