Customize your Prospect Report Layout

You can now personalize the structure of your Prospect Reports by selecting which sections to include and defining the order they appear in. This guide walks you through how to manage Global Layout Settings as well as make one-off changes for individual reports.

What’s New

Global Report Layout Settings

Agencies and Sub-Accounts can now define default report layouts that apply to all future reports.
Choose which sections to include (e.g., Business Details, Tech Stack, Listings, GBP, Reviews, and more)
Rearrange sections via drag-and-drop to match your preferred narrative flow
Save your layout once, and it will be automatically applied to all new reports
This gives users complete control over how reports are structured, enabling more relevant, client-focused presentations from the start—no post-editing required.

Per-Report Customization

Want to make changes to just one report without affecting your global settings? You can now:

Open any report
Click “Sections” in the top-right corner
Reorder or toggle sections on/off for that specific report

Any adjustments made here are saved for that report only and do not impact your global preferences.

Why It Matters

Previously, users had to work with a fixed layout, limiting the ability to customize how insights were presented. This update solves that by letting you:

Present reports that align with your agency’s sales strategy and brand tone
Highlight the most relevant sections for each audience
Streamline workflows by setting it up once and reusing it consistently
Whether you’re preparing reports for prospects, clients, or internal reviews, this feature helps ensure every report tells the right story—your way.

Availability

This feature is now live and available at no additional cost to:

All Agency Accounts
All Sub-Accounts

How to Get Started

Navigate to Prospecting → Report Settings → Customize Report Layout to set your global defaults.
Open any existing Prospect Report → Click “Sections” to customize the layout for that individual report.

Need help? [View the step-by-step support guide here].

We’d Love Your Feedback

Your feedback helps us make the Prospecting Tool better for you and your clients. If you have suggestions, feature

requests, or want to share how you're using this update, here’s how you can reach us:*

Send your thoughts directly to: prospecting@gohighlevel.com, anmol.rattan@gohighlevel.com
Speak with Product Team and discuss your feedbacks here.
Submit Your Ideas: Share and vote on feature ideas in our public roadmap here.

We’re excited to hear from you and continue building tools that help you grow!