Fully custom reports using both standard and custom objects along with custom fields
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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