Fully custom reports using both standard and custom objects along with custom fields
in progress
P
Parham Nassiri
I would love to see an enhancement that allows users to create fully custom reports using both standard and custom objects along with custom fields.
Currently, reporting options are limited when it comes to pulling data across different objects, especially when custom fields are involved. A custom report builder would enable users to define specific metrics, apply advanced filters, and generate tailored reports based on their business needs.
Example Use Case:
A digital marketing agency using GoHighLevel wants to track client engagement across multiple touchpoints. They have custom fields for tracking lead source, campaign performance, and sales pipeline stage. With a custom report builder, they could:
Pull data from contacts, opportunities, and custom fields to see which marketing campaigns generate the highest conversion rates.
Create a report showing average deal size per campaign based on opportunity records.
Filter leads by custom tags and status updates to analyze client retention trends.
Adding this feature would provide greater flexibility and empower businesses to make data-driven decisions directly within the platform.
I appreciate your consideration and look forward to hearing your thoughts on this!
Best,
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S
Sales & Marketing
updated the status to
in progress
S
Sales & Marketing
updated the status to
planned
S
Sales & Marketing
updated the status to
under review
S
Sales & Marketing
Thanks everyone for the continued interest here — sharing where this stands today.
Custom Objects in Dashboards & Reports: supported today. You can build widgets on any custom object you've created (up to 10 per location), with Count/Sum/Average metrics, and place them alongside Contact and Opportunity widgets on the same dashboard or report.
Joining fields across objects in a single report (e.g., a widget showing Opportunity revenue grouped by a Contact-level field or custom field, or vice versa) — this is the core of the original ask, and it's not supported today, not even partially. Each widget currently pulls from one object at a time.
Social Planner + Ads reporting combined into one report (raised by a few of you here): Social Planner widgets are already available in both Dashboards and Custom Reports today. What's not supported is combining Social Planner data with other sources like Facebook/Google Ads into a single unified, scheduled report — that's a distinct gap from the main ask and we're separately making sure it's tracked with the right team.
Appreciate everyone flagging real use cases here — it helps us prioritize accurately.
S
Sales & Marketing
Merged in a post:
Custom Report Upgrades
T
Tayla Cameron
We would like to see upgrades to the custom reporting feature. Currently, this only pulls data from the dashboard or uses widgets that are similar to dashboards.
We would like to see reporting pull the beautiful statistics information from the social planner, the ad reporting on the reporting tab for Facebook and Google, etc. We have great information at our fingertips, but we lack a way to present it in a visually appealing report. Think Agency Analytics, except in HL. We are almost there; with so many tools in play, can we get it to reporting?
Alternative - If the statistics, Google Ads report, Facebook Ads report, etc., could provide embedded links, we could manually integrate them into the dashboard or report.
A
Adal Bermann
This would allow us to create reporting "per location" using a custom Location objects for businesses that operate multiple physical locations.
P
Paul Juchima
Agree, Social Planner Statistics should be available in custom reports with the ability to combine organic social, paid ads and SEO, and then scheduled periodically on auto pilot.
J
Justin Williams
We need this for transaction reporting per contact. It is very important!
D
Dave Oshenye
Badly need this
J
Jeff Price
We need this ASAP!
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