How to Schedule Automated Reports in GoHighLevel — Save Hours

If you're running an agency or managing multiple client accounts in GoHighLevel, you know the drill: every week or month, you're manually pulling reports, formatting data, and sending them off to clients or your team. It's tedious. It's time-consuming. And it's exactly the kind of work that automation was designed to eliminate.

Scheduled automated reports in GoHighLevel are a game-changer. Once you set them up, they run on autopilot—sending performance data directly to your clients' inboxes at the exact time you choose. No manual work. No forgotten reports. Just consistent, professional insights delivered on schedule. And if you want to level up your entire GoHighLevel workflow, the HighLevel Bootcamp teaches you everything from automation to client reporting at scale.

Understanding GoHighLevel's Custom Reports Feature

GoHighLevel's Custom Reports tool lets you build tailored reports that pull real data from your client accounts—email performance, lead conversion, campaign metrics, revenue—and present it in a clean, professional format. The best part? You control everything: what data shows up, how it looks, and when it gets sent.

This feature is built for agencies and service providers who bill based on performance or need to prove ROI to clients. Instead of spending 2-3 hours per week compiling spreadsheets and screenshots, you set up the report once and it automatically emails to clients on your chosen schedule.

Whether you're managing 5 clients or 50, this automation scales with you. Each report can be customized per client, per campaign, or per service offering, making it perfect for agencies with diverse service portfolios.

How to Create a Custom Report from Scratch

Step 1: Navigate to Reports

Log into your GoHighLevel account and find the Reports section in your main navigation menu. Click on "Custom Reports."

Step 2: Create a New Report

Click the "Create Report" or "New Report" button. GoHighLevel will ask you to name your report (e.g., "Monthly Email Performance" or "Client Lead Report") and select which account or location this report pulls data from.

Step 3: Select Report Widgets

This is where the magic happens. You'll see a library of available widgets—pre-built data blocks that display specific metrics. Common options include:

• Email campaign performance (opens, clicks, conversions)
• Lead generation metrics (new leads, conversion rate, source breakdown)
• SMS campaign stats
• Calendar and appointment data
• Revenue and pipeline information
• Custom metrics and KPIs

Drag and drop the widgets you want into your report. You can add as many or as few as needed—the key is showing what matters to your client.

Step 4: Arrange and Organize

Organize your widgets in a logical flow. Put the most important metrics at the top—usually revenue, lead volume, or campaign performance. This is what clients see first and remember most.

Scheduling Your Reports for Automatic Delivery

Creating the report is half the battle. Now you need to set it on a schedule so it automatically sends without you lifting a finger.

Step 1: Access Schedule Settings

After building your report, look for a "Schedule" or "Automation" section. Click it to open scheduling options.

Step 2: Choose Your Frequency

Select how often the report should send:

• Weekly: Perfect for campaigns running continuously. Send every Monday morning to catch the previous week's performance.
• Monthly: Ideal for end-of-month reporting and client reviews. Send on the 1st or 5th of each month.
• Custom: Set any frequency or specific dates you need.

Step 3: Set the Delivery Time

Choose what day and time the report sends. Pro tip: Send reports early in the morning (8-9 AM in your client's timezone) so they see it first thing. This increases open rates and shows you're on top of things.

Step 4: Configure Recipients

Add the email addresses where the report should be sent. You can send to:

• Individual clients
• Your internal team members
• Multiple recipients per report

Save your schedule settings, and you're done. The report now sends automatically on the cadence you've set.

This is built into GoHighLevel. Try it free for 30 days →

Customizing Report Content and Design

Generic reports won't cut it. Your clients pay for your expertise, and your reports should reflect that.

Add Custom Branding

Include your agency logo, colors, and branded header. This keeps the report professional and reminds clients who's delivering the results. Most report templates allow you to upload custom logos and adjust color schemes.

Include a Summary or Commentary

Don't just show raw numbers. Add a brief written summary at the top explaining what the metrics mean and what actions they recommend. For example: "Lead volume is up 15% this month. We recommend increasing ad spend for high-performing campaigns." This positions you as an advisor, not just a tool provider.

Filter Data by Date Range

Most reports automatically pull the previous week or month's data, which is standard. But you can customize the date range if you need to show year-over-year comparisons or specific campaign periods.

Add Comparative Metrics

Show trends, not just snapshots. Display month-over-month growth, percentage changes, and goal progress bars. This context helps clients understand whether they're moving in the right direction.

Best Practices for Client Reporting Automation

Keep It Simple and Focused

Don't overwhelm clients with every metric GoHighLevel tracks. Include 5-8 key KPIs that matter most to their business. For a lead generation campaign, that might be: leads generated, cost per lead, conversion rate, and pipeline value. For email marketing: open rate, click rate, and revenue driven.

Set Client Expectations Early

When you onboard a client, explain what they'll see in their automated reports and when they'll receive them. Consistency builds trust. If they expect a report every Monday at 9 AM, deliver it at 9 AM every Monday.

Use Reports to Drive Action

Don't just report numbers—use them to suggest next steps. "Conversion rate dropped 2% this month. Let's A/B test the landing page copy." This turns reports from informational to strategic.

Test Before Rolling Out

Always send a test report to yourself before scheduling it to go live to clients. Check formatting, verify all data is pulling correctly, and ensure the message is clear.

Archive Old Reports

As you create more reports, your Reports section can get cluttered. Archive or delete old templates you're no longer using. This keeps your workspace organized and makes it easier to find active reports.