HighLevel Custom Reports Boost Client Communication and Insight

Did you know that with HighLevel Custom Reports, you can deliver tailored, automated reports to both yourself and your clients? It’s a powerful way to streamline communication, stay on top of performance metrics, and keep stakeholders in the loop—without manual effort.

Creating Custom Reports in HighLevel

Inside any sub-account, head over to the Reports section and select Custom Reports. This is where the magic happens. You can build reports tailored to your specific business or client needs—from marketing performance overviews to website analytics snapshots.

A popular use case? An advertising overview report that aggregates Facebook Ads, Google Ads, and funnel performance in one place. You can schedule it to send daily, so your clients always know how their campaigns are doing.

Customizing Your HighLevel Reports

Every report is fully customizable. You can choose from a wide variety of widgets and data categories:

✔️ Contacts

✔️ Appointments

✔️ Emails

✔️ Calls

✔️ Conversations

✔️ Website/Funnel Activity

✔️ And more…

Display your data with different chart types like numeric, donut, bar, line, or tables—whatever works best for your presentation style or your client’s preference.

Scheduling and Delivering HighLevel Reports

Once your report is built, you can schedule its delivery at regular intervals:

🔢 Frequencies: Daily, Weekly, Monthly, Quarterly, or Annually

📆 Timeframe Options: Choose specific date ranges and compare periods

📧 Delivery: Automatically send via email to your team or clients

This means you’re not just reporting—you’re automating performance insights and building client trust, all without lifting a finger after setup.

Why Use Custom Reports in HighLevel?

Custom reports help you:

• Save time with automation

• Deliver client value consistently

• Keep a finger on the pulse of your business

• Make better data-driven decisions

Whether you’re a solo marketer or managing an agency, custom reports are a game-changer for transparency and efficiency.. Login or start a free trial today!

Relevant Help Articles:

• How to create and schedule custom reports in HighLevel