Customize GoHighLevel Prospect Reports

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How to Customize the Prospect Report Layout in GoHighLevel

ClickUp users who are moving into the GoHighLevel ecosystem often want the same level of control over reporting layouts. In GoHighLevel, you can customize the prospect report layout so your SEO and marketing audits look professional, branded, and easy for clients to understand.

This guide walks you step by step through editing the prospect report layout, managing widgets, and configuring page options so you can deliver polished reports every time.

Accessing the Prospect Report Builder in GoHighLevel

Before you can modify the design, you need to open the prospect report builder inside GoHighLevel.

  1. Log in to your GoHighLevel account.
  2. Navigate to the SEO or reporting area where prospect reports are generated.
  3. Open an existing prospect report or start a new one from your chosen lead or campaign.
  4. Look for the Edit Report Layout or similar layout customization option. This opens the report layout editor.

Once the layout editor is open, you can configure pages, sections, and widgets that appear in your final prospect report.

Understanding the GoHighLevel Prospect Report Layout

The prospect report in GoHighLevel is structured into pages and visual widgets. Each page can contain multiple blocks of content, such as summaries, scores, graphs, and tables.

Key elements you will work with include:

  • Pages – Individual screens or PDF pages that make up the full report.
  • Widgets – Prebuilt content sections for scores, metrics, charts, or text.
  • Sections – Logical groupings of widgets to keep content organized.

By arranging these elements, you can tailor the report to highlight the data that matters most to your leads.

Configuring Page Settings in GoHighLevel Reports

Each page in the GoHighLevel prospect report has its own settings. Adjusting these options lets you control visibility and structure.

Step 1: Choose Which Pages to Display in GoHighLevel

  1. In the report layout editor, locate the page list or page navigation sidebar.
  2. Select the page you want to configure (for example, Overview, SEO Audit, or Summary).
  3. Use the Show/Hide toggle (or similar visibility control) to decide whether that page appears in the final report sent to prospects.

This is useful if you want to keep internal analysis pages hidden while only showing high-level results to prospects.

Step 2: Reorder Prospect Report Pages

  1. In the page list, click and hold the page name or drag handle.
  2. Drag the page up or down to move it earlier or later in the report sequence.
  3. Release the page in the desired position.

Reordering pages in GoHighLevel ensures the most important information appears first, improving clarity and perceived value.

Managing Widgets in Your GoHighLevel Prospect Report

Widgets are the building blocks of each page. GoHighLevel allows you to add, remove, and rearrange widgets so you can present the exact data your clients care about.

Step 3: Add New Widgets in GoHighLevel

  1. Open the page where you want to add a new element.
  2. Click the Add Widget button or similar option.
  3. Browse the available widget types, such as:
    • Score summaries
    • Metric tables
    • Graph or chart widgets
    • Text or description blocks
  4. Select the widget you want and place it in the desired section of the page.

Each widget will display specific data, helping you build a clear narrative in your prospect report.

Step 4: Edit Existing Widgets in GoHighLevel

  1. Hover over or click on a widget within the page.
  2. Use the Edit option (often represented by a pencil or settings icon).
  3. Adjust settings such as:
    • Title or heading text
    • Descriptions or explanations
    • Display options (for example, show/hide certain metrics)
  4. Save your changes to update the widget.

Editing widgets helps you customize the language and focus of each section to match your agency’s style.

Step 5: Reorder or Remove Widgets

  1. To reorder a widget, click and hold the widget container.
  2. Drag it to the desired position on the page.
  3. Drop it where you want it to appear in the final layout.
  4. To remove a widget, click the Delete or Remove icon and confirm your choice.

Cleaning up unnecessary widgets keeps your GoHighLevel prospect report concise and easy for non-technical prospects to read.

Page Options and Display Settings in GoHighLevel

Beyond widgets, GoHighLevel provides page-level options that influence how the report looks and feels.

Step 6: Adjust Page-Level Options

  1. Select a page from the report layout sidebar.
  2. Open the Page Options or Settings panel.
  3. Configure options such as:
    • Page title as seen by the client
    • Introductory description or summary text
    • Whether to show specific scores or hide internal fields
  4. Save your changes to apply them to the preview and final export.

Well-configured page options help prospects quickly understand the purpose and contents of each section.

Previewing and Saving Your GoHighLevel Prospect Report Layout

Once you have arranged pages and widgets, you need to preview the report and save the layout so it can be reused for future prospects.

Step 7: Preview the Report

  1. Click the Preview button in the report layout editor.
  2. Review the report as your prospect would see it, page by page.
  3. Verify that:
    • Pages appear in the correct order.
    • Widgets display the expected data.
    • Headings and descriptions are clear and professional.

If something does not look right, return to the editor and adjust pages or widgets before finalizing.

Step 8: Save and Apply the Layout

  1. After verifying your changes, click Save or Save Layout.
  2. Choose whether this layout is the default for new prospect reports or only for a specific client or campaign.
  3. Confirm your selection so GoHighLevel uses the customized layout moving forward.

Saving your layout lets you reuse a consistent, branded structure for every new lead you audit, improving efficiency and professionalism.

Best Practices for GoHighLevel Prospect Report Customization

  • Keep it simple: Only show widgets and pages that provide real value to a prospect.
  • Lead with outcomes: Place overview and key result pages first in your GoHighLevel report.
  • Explain metrics: Use text widgets to clarify what scores and graphs mean in plain language.
  • Reuse winning layouts: Once you perfect a layout, save it as your standard template.

Additional Resources for GoHighLevel Users

To see the original detailed documentation, visit the official GoHighLevel help article on how to customize your prospect report layout at this page.

If you need expert implementation help, templates, or broader marketing systems built around GoHighLevel, you can explore agency resources and services at Consultevo.

By following these steps and best practices, you can transform the default prospect report into a polished, branded asset inside GoHighLevel that clearly communicates your SEO and marketing value to every new lead.

Need Help With ClickUp?

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