How to Create and Schedule Reports in GoHighLevel

GoHighLevel makes it easy to automate performance reporting in a way that feels more organized than manually tracking everything in ClickUp or spreadsheets. This guide walks you step by step through creating, customizing, and scheduling analytics reports so your clients and internal teams always have fresh data in their inbox.

Following this tutorial, you will learn how to access the reporting area, build new reports, set the correct email schedule, and manage existing report automations inside your account.

Accessing the Reporting Area in GoHighLevel

Before you can build or schedule anything, you need to open the reporting interface in GoHighLevel from your agency or sub-account view.

1. Log in to your GoHighLevel account.

2. From the left-side navigation, locate the Reports or Analytics section, depending on your layout.

3. Select the specific report type you want to work with, such as funnel statistics, pipeline performance, call reporting, or email marketing metrics.

Each report type in GoHighLevel has its own filters and options, but the scheduling behavior is similar across the platform once you open the detailed report view.

Creating a New GoHighLevel Report

To generate a fresh report that you can later schedule, start by configuring the data and layout you need.

1. In the chosen analytics section, click on Create Report or the equivalent button shown on your screen.

2. Select the primary data source, such as contacts, opportunities, calls, or campaigns.

3. Use available filters to narrow down the information, for example:

   • Date range (last 7 days, last 30 days, custom)

   • Specific pipelines, stages, or campaigns

   • Location or sub-account filters

4. Choose how you want the data displayed (tables, charts, summaries, or a combination), depending on what GoHighLevel offers for that report.

5. Preview the report to confirm all metrics appear correctly.

Once your base configuration looks accurate, you are ready to save the report so it can be used in future scheduling.

Saving and Naming Your GoHighLevel Report

Clear naming helps you quickly recognize which scheduled report is which, especially when managing several client accounts or brands.

1. Click Save or Save Report at the top of the report view.

2. Enter a descriptive name, such as “Weekly Lead Source Summary – Main Pipeline”.

3. Optionally, add a short description, especially if your team collaborates in GoHighLevel and needs context about how this report should be used.

4. Confirm the save action. Your report configuration is now stored in the system and available for manual viewing or automated scheduling.

At this stage, the report exists but is not yet sending anywhere automatically. The next step is configuring the schedule.

How to Schedule GoHighLevel Reports

Scheduling turns a one-time report into a recurring email summary for your team or clients. Inside the report view, you can typically find a scheduling or automation section.

1. Open the saved report from your list of reports in GoHighLevel.

2. Locate and click the Schedule or Schedule Report button.

3. Choose the frequency that matches your needs, such as:

   • Daily

   • Weekly

   • Monthly

4. Set the exact send time and time zone so clients receive data at the right moment.

5. Enter the recipient email addresses. You can usually add:

   • Team members inside your agency

   • Client stakeholders

   • Any external recipients who should see the metrics

6. Customize the subject line and body of the email, if the interface provides these fields, so the report looks professional and on brand.

7. Confirm and save the schedule.

Once saved, GoHighLevel will automatically generate the latest data at each interval and deliver it as a report attachment or summarized email, depending on the particular report type.

Editing an Existing GoHighLevel Report Schedule

As campaigns evolve, you may need to adjust what your scheduled reports contain, who receives them, or how often they send.

1. Go to the main reporting or analytics section in GoHighLevel.

2. Open the list of saved or scheduled reports.

3. Select the report you want to modify.

4. Click on the Edit or Manage Schedule option.

5. Update any of the following as needed:

   • Filters and date ranges

   • Visual layout and metrics displayed

   • Frequency and send time

   • Recipient email list

   • Email subject line and message

6. Save your changes to apply them to future report runs.

Your existing history of emailed reports will remain as it is, while all new scheduled runs use the updated configuration.

Stopping or Deleting a Scheduled GoHighLevel Report

If a campaign ends or a client no longer needs a specific summary, you can pause or remove its schedule.

1. Navigate to the reporting section in GoHighLevel.

2. Find the scheduled report you want to stop.

3. Open the options menu associated with that report.

4. Choose one of the available actions:

   • Pause the schedule so reporting can be resumed later.

   • Delete the schedule entirely if you no longer need automated emails.

5. Confirm the action. Future automated emails for that report will stop according to your choice.

You can still view the underlying report manually, even if the schedule has been stopped or removed, as long as you have not deleted the report configuration itself.

Best Practices for GoHighLevel Reporting Automation

To get the most from your analytics workflow, align your reporting configuration with how your agency or team makes decisions.

• Match frequency to decision cycles: Weekly reports are ideal for active campaigns, while monthly summaries work better for long-term strategy.

• Segment per client or brand: Create separate GoHighLevel reports for each client or location so stakeholders only see relevant data.

• Keep reports focused: Avoid sending every metric available. Highlight key KPIs like leads generated, pipeline value, conversions, and revenue.

• Test before sharing widely: Send the first scheduled run to your internal team, verify accuracy, and then add client recipients.

When configured well, automated reports reduce manual work, keep everyone informed, and make GoHighLevel a central source of truth for performance metrics.

Additional Resources for GoHighLevel Users

For more detailed, official instructions on the exact buttons and labels in the current interface, review the original support documentation here: How to create and schedule reports.

If you want strategic help designing dashboards, funnels, or integrated reporting workflows around GoHighLevel, you can explore expert implementation services at Consultevo.

By combining clear report names, smart schedules, and focused metrics, your GoHighLevel setup can deliver consistent, automated insights without the need for manual exports or constant spreadsheet updates.

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If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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