We’ve enhanced dashboards and custom reports to persist date ranges and filter selections per user.

The system now remembers the date range and filters you select. When you refresh the page or return later, your selections remain exactly as you left them.

• Dashboard date range now saves automatically per user

• Widget dropdown values now persist based on user selection (no longer defaulting to the first pipeline value)

• Selected values remain saved until manually changed

• AI Summary now reflects the selected pipeline instead of always using the first pipeline in the dropdown

• If a saved filter (such as a pipeline) is deleted, we automatically select the first available option

• Duplicated dashboards retain relevant date and filter settings

• Introduced comparison date range on a dashboard level date filter - which will also be applicable to general widgets

• Widget level comparison will take preference over dashboard level if explicitly mentioned

• Custom reports now follow the same persistence logic as dashboards

• Dropdown values are saved for all users when the report creator clicks “Save”

• Email sharing sends a snapshot of the report values at the time of email generation

• Subsequent report changes do not impact already sent emails

• Introduced comparison date range for custom report builder - which will also be applicable to general widgets

• For custom report builder, widget level comparison will take preference over report level if explicitly mentioned

• Widget-level date settings can still differ from the dashboard date

• Snapshot restores do not copy user-specific preferences

You no longer need to reset filters every time you open a dashboard. Your reports stay consistent, and previously sent emails won’t change even if you update filters later.

We’ve enhanced Competitor Analysis to support virtual and service-area businesses, making it easier to track competitors that don’t have a physical storefront.

You can now add competitors using:

Perfect for:

Virtual competitors are now included in:

Previously, Competitor Analysis relied on physical Google Maps locations, which meant:

With this release, you can now:

Questions? Suggestions? Ideas to improve Reviews Management?

Drop us a line at reputation@gohighlevel.com or share on our Ideas board — we’re listening!

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.

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You can now export email performance data directly from the Email Stats section as a CSV file.

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2. The exported CSV is sent via email as a secure download link, valid for 30 days, making it easy to access and share.

3. All exports include key performance metrics such as deliveries, opens, and clicks.

4. Recent Downloads section under settings to easily track downloads made in last 30 days.

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In workflows using the Assign to User action with Split Traffic, deactivated or deleted users were not revalidated at runtime. This could cause contacts to be assigned to inactive users, leading to missed follow-ups.

The Assign to User action now validates each user’s status when the step runs and skips any inactive or deleted users.

If a user in the configured Split Traffic list is no longer active, they are excluded from assignment at execution time.

Sticky Notes 2.0 is now available in the Standard Builder. Previously available in the Advanced Builder, you can now add images/logos, color-code branches, and leave rich annotations directly inside your workflows workflows.

Use the Sticky Note tool on the Builder canvas to drop notes anywhere in your workflow. Customize with colors, formatted text, and embedded images or links. Resize and position them to label sections or branches.

Teams using workflows needed better collaboration and context-sharing. Now you can brand workflows, leave setup instructions, and document logic directly on the canvas - without switching tools.

After AI Builder generates a workflow, a new To Do List now surfaces in every action and trigger that still needs human input - so nothing gets missed before your workflow goes live.

Built on top of the existing Workflow Highlights system, the checklist consolidates all incomplete items into one actionable view.

Certain inputs require a human decision, connecting integration credentials, selecting an account, choosing a pipeline, or defining which step to wait for. The To-Do List makes these gaps visible upfront, reducing the risk of incomplete workflows going live and affecting contacts or system performance.

We’ve improved the Agency Dashboard Usage Export to give you clearer visibility into potential revenue leakage caused by rebilling being turned off at the sub-account level.

The “Costs” sheet in the Usage Export file now includes a new column that shows the Rebilling Status (Enabled/Disabled) for each product per sub-account.

This enhancement applies at the product level, allowing you to see rebilling configuration alongside actual usage costs.

Previously, agencies had no easy way to identify:

Because this visibility was not available in filters or dashboard views, agencies had to manually cross-reference settings across multiple screens — making the process time-consuming and error-prone.

With this update, you can now:

This makes it significantly easier to detect configuration issues and take corrective action quickly.

This is a fast, actionable enhancement designed to give agencies immediate control over absorbed usage costs while more advanced dashboard-level reporting improvements are in development.

We’ve improved how appointment status changes behave when marked as or .

Previously, updating these statuses would upload the event to connected calendars (Google, Outlook, iCloud), which triggered external to attendees — even though nothing meaningful had changed from their perspective.

With this update, marking an appointment as Showed or No Show will no longer push updates and emails to third-party calendars.

Changing the status to "" or ""will no longer trigger external update emails.

Status changes are still reflected inside the system for reporting, and automation logic — only external calendar updates has been adjusted.