Reporting

Would be very important to have the owner of the lead on call reporting, we have couple filters but we would like to identify who called filtering per user, we have 4 people calling everyday and sometimes we have to supervide each user that call leads

Request: Enable native custom reporting within HighLevel by linking Contacts to Invoices , Invoice Line Items/Products , and Transactions (payments + refunds), including automatic deduction of successful refunds (including partial refunds). This will allow customers using third-party gateways (e.g., Authorize.net ) where payments are processed through HighLevel to produce accountant/GAAP-ready revenue reporting inside HighLevel, along with executive-level reporting —without exporting to external BI tools. ### Problem Today, accurate financial reporting requires stitching together multiple objects (products / invoices / transactions) that are not natively joinable in reporting. This produces incorrect “net collections” because refunds appear as net-positive revenue or are separated from payment totals, forcing teams into brittle exports, spreadsheets, and custom pipelines. For organizations operating under BAA/HIPAA constraints , popular third-party reporting connectors (Coupler/Windsor/Dataddo) are not viable, leaving only custom AWS/Power BI integrations and manual reconciliation. ### Who This Helps Teams using Authorize.net and similar gateways where payments/refunds flow through HighLevel Healthcare clinics and any organization under BAA/HIPAA Agencies supporting HIPAA-bound clients Any customer needing accountant-ready collections/refund reporting ### Desired Outcome Provide a reporting-ready unified data model (view/dataset) supporting JOIN-style reporting across: * Contacts * Invoices (Paid) * Invoice line items / Products * Transactions (Succeeded and Refunds incl. partial refunds; deducted when “successful”) Expose this dataset to: * Custom Reports builder * Dashboard widgets * CSV exports (accounting workflows) ### Required Use Cases (Examples) A) Net Collections (Accountant Report): total collections minus successful refunds , date-filtered, exportable, accurate even when refunds occur later B) Gross Collections Net of Refunds Over Time: day/week/month trendlines; net = payments – successful refunds C) Revenue Trendlines by Date Filter: weekly/monthly rollups (optional filters by location/user) D) Top Paying Customers: ranked by net revenue within a date range E) Revenue by Product: net revenue by product/line item within a date range; supports bundles/packages as line items

Small businesses we've worked with have said they do not have the skills or resources to leverage a SW integration with, say, QuickBooks. While GHL already tracks revenue (when products are sold), adding a cost column would help more fully track and run their business on GHL. Our thoughts on possible implementation are below: -->Light implementation: addition of a static cost column in the 'Inventory' section whereby a user inputs the cost for a given product. This could be updated by the user as product costs change. =>Upon sale of a product, the revenue could be registered from the sale price and the cost could be pulled from the cost recorded in the 'Inventory' section, providing a close measure of profit for each transaction. -->Full implementation: a database that records product cost information as it is entered and timestamps the entry. User could select FIFO (first in, first out) or LIFO (last in, first out) accounting methods to drive the logic determining product cost for a given sale. =>For example: a user buys 5 packs of cinnamon rolls for $3/ea on Jan 1 and 6 packs for $2/ea on Jan 15. GHL records the existence of these in inventory with their stated cost at that time. When the cinnamon roll is purchased on Jan 23rd, the revenue would be recorded based on the sale price and the cost would be recorded either as $3 (FIFO) or as $2 (LIFO) depending on the accounting method selected.

I tried creating new piplelines and could not find it either at top or bottom of the screen. I found that the pipelines are being displayed in alphabetical order. If a search option is given at top, It will be more useful to locate it quicker or is it possible to display the pipelines in the latestly created one order.

To be able to see a description of every action that any user and admin has taken inside of our GHL sub-account and agency account.

The feature to have dashboards that report on stats for individual subaccounts, available at a glance, at an agency level. For example, we offer email automation services and review systems for some of our clients - the ability to log into our agency dashboard, and see a view of all subaccounts that we offer a certain service for - for example email automation, and get reports on how many contacts were added to each subaccount, how many emails were sent, etc - in order to see which subaccounts are actively using the system, and which are not. For example, it might be something like X Electrical: 126 contacts added 357 emails sent 78% click rate Y Plumbing: 34 contacts added etc etc. For agencies that offer different services, being able to see centralised reports on how these services are being used is crucial for us to be able to communicate with the client, and make recommendations if they have not been keeping up to date.

Hi GHL Development Team, I would like to kindly request the addition of a custom field within the invoicing or client profile section that allows us to input the ABN (Australian Business Number). Ideally, this would support two ABN fields: Our business ABN (Business Owner’s) Client’s ABN This addition is important for our compliance with Australian tax requirements, as both ABNs are often needed on invoices for proper documentation and recordkeeping. We've been receiving so many requests from clients already and we're unable to do that at the moment. Thank you so much!

I'd love the ability to have a filter in the call reporting widgets that allows you to choose a specific number in our sub-account to report based off of, rather than just all the phone numbers together.

It would be great to have the a survery widget in reports so that we can report on the number of surverys submitted