Currently, in GoHighLevel, we can schedule reports from Settings → Reports and send them to clients via email.

However, many users (especially in regions like India, UAE, and SMB businesses globally) do not actively check emails. Most communication with clients happens through WhatsApp.

It would be extremely useful if we could send these scheduled reports via WhatsApp as well, instead of only email.

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🚨 Problem

Clients often miss reports sent via email

Many businesses rely primarily on WhatsApp for communication

Agencies need to manually send updates via WhatsApp

No native way to automate report delivery on WhatsApp

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💡 Proposed Solution

Add WhatsApp as a delivery option for scheduled reports.

When scheduling a report, users should be able to select:

Email (existing)

WhatsApp (new)

Reports can be sent as:

PDF attachment

Summary message with key metrics

Link to full report

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⚙️ Example Use Case

An agency sends daily performance reports to clients:

Number of leads

Appointments booked

Campaign performance

Instead of email, the report is automatically delivered via WhatsApp, ensuring higher visibility and engagement.

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🎯 Benefits

Higher report open/read rates

Better client communication

Reduced manual work for agencies

Stronger adoption in WhatsApp-first markets

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🔥 Why This Matters

WhatsApp is the primary communication channel for many businesses. Adding report delivery via WhatsApp will significantly improve usability and make GoHighLevel more powerful for global users.

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🧩 Optional Enhancements

Custom WhatsApp message templates

Trigger-based reporting via workflows

Interactive report summaries