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Darren Dobier
I find it hard to believe there isn't an adhoc reporting feature in GHL. The majority of. the canned reporting and dashboard are on sales, pipelines, ..... Great for those things but for running a business it's severely lacking. We need something that I can define the fields from the system that I want in a report, sorted and grouped as I want, limited by the criteria I define, laid out like I want, ....
It's great GHL can capture all this information but it's not available to view.
Some example reports needs:
  • Listing of all availabilities for a class calendar(s) where I can then drill down to see who's signed up for the class. And this works even if no one has signed up for a class.
  • Reports on or including custom objects.
  • Custom reports containing my opportunities and all their custom values
  • Custom reports containing contacts and their custom fields
.... there's just so many things around operations reporting that isn't around sales and we have no solution other than to write everything out to google sheets which isn't great as trying to get sheets to join data like a database would, isn't easy or even possible in many instances.
I can understand if GHL doesn't want to build a full blown reporting solution but then partner with someone that has this capability and just integrate it so it looks like it's part of GHL