How to Use Custom Report Templates in GoHighLevel

If you are used to project tools like ClickUp and want structured analytics in your CRM, the GoHighLevel custom report template library gives you a fast way to build powerful, repeatable reports. This guide walks you step by step through accessing, previewing, and using templates in the reporting interface.

The template library is available directly inside the reporting section and lets you start from professionally prepared layouts instead of building every report from scratch. You can adapt any template to match your account data and then reuse it as needed.

Where to Find the GoHighLevel Custom Report Template Library

The template library is located inside the main reporting area of your GoHighLevel account. Once there, you can browse, preview, and apply templates to create new reports quickly.

1. Open your GoHighLevel dashboard.

2. Navigate to the reporting or analytics section where custom reports are managed.

3. Look for an option labeled “Template Library” or similar within the custom reports interface.

4. Click the template library button to open the gallery of available layouts.

From this library view, you can explore a range of prebuilt reports tailored to common use cases such as performance tracking, marketing analytics, and account-level summaries.

Understanding the GoHighLevel Template Library Layout

The GoHighLevel template library is organized to make it easy to scan and select the right starting point for your report.

Typical elements you will see include:

• Template cards showing the template name and a brief description.

• Categories or tags that group templates by purpose or data type.

• Preview controls so you can inspect a template before applying it.

This layout helps you quickly identify which templates best match the report you want to build inside GoHighLevel.

How to Preview GoHighLevel Custom Report Templates

Before applying a layout, you can preview it from the GoHighLevel template library. This ensures the structure and widgets match your reporting needs.

1. Open the template library in your GoHighLevel reporting interface.

2. Browse the list of templates and hover or click on a template card.

3. Select the Preview option if available.

4. Review the layout, including charts, tables, and key metrics shown in the sample.

If the preview matches the type of insights you want, you can proceed to use that template as the basis for a new custom report.

Using a Template to Create a Custom Report in GoHighLevel

Once you find a suitable template, you can use it to generate a new report inside your GoHighLevel account. The process is designed to be simple, allowing you to focus on data instead of layout.

Step-by-Step: Apply a GoHighLevel Report Template

1. In the template library, locate the template you want to use.

2. Click on the template card to open its options.

3. Choose Use Template or an equivalent action to start building your report from it.

4. GoHighLevel will create a new custom report using the selected layout.

5. Save the new report with a clear, descriptive name so you can easily find it later.

After applying the template, you can customize data sources, filters, and visual elements to align with your specific accounts and campaigns.

Customizing Template-Based Reports in GoHighLevel

Template-based reports in GoHighLevel are meant to be starting points, not rigid structures. You can fine-tune them to match your metrics and preferences.

Common Customizations You Can Make

• Update data sources: Point widgets to the correct accounts, pipelines, or campaigns.

• Adjust filters: Change date ranges, segments, or status filters to refine insights.

• Modify widgets: Add, remove, or rearrange charts and tables as needed.

• Rename sections: Update headings so they match your internal naming conventions.

These edits allow you to transform a generic layout into a tailored report built around your specific GoHighLevel data.

Best Practices for Managing GoHighLevel Report Templates

To get the most from the template library, it helps to follow a few best practices as you build and refine reports in GoHighLevel.

Organize Your Template-Based Reports

• Use consistent naming for all custom reports derived from templates.

• Group reports by client, campaign, or department for easy navigation.

• Document which template each report was originally based on for future reference.

When to Revisit the Template Library

• When launching a new type of campaign that requires fresh analytics.

• When you need a faster starting point than building a report from scratch.

• When GoHighLevel introduces new template options or updated layouts.

Regularly checking the template library ensures you are leveraging the latest reporting options available inside the platform.

Additional Resources for GoHighLevel Reporting

To deepen your understanding of how the custom report template library works, you can review the official help documentation.

Visit the original guide here: GoHighLevel template library for custom reports.

If you need strategic help implementing reporting frameworks, automation, or broader CRM processes around these templates, you can explore consulting services at Consultevo, which specializes in advanced marketing and operations systems.

By combining the built-in template library with clear naming, thoughtful customization, and periodic reviews, you can turn GoHighLevel into a robust reporting hub that consistently surfaces the metrics that matter most to your business and clients.

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