Drag & Drop Dashboard Reporting Widgets + Export To PDF/Auto Email Option
planned
M
Mick Lewis
We have tested a ton of reporting programs. Our two favorites are Swydo and Whatagraph. Both allow us to customize exactly what our clients see so they are only getting pertinent/valuable info to them. Since neither of these programs can pull in high level data and since HL is adding so many different reporting features I think it would be incredibly valuable to be able to customize the tiles/widgets on the dashboard and include single metrics from all of the new reporting features so we can display exactly whats most important to each client. Bring FB/Google/Call Stats/Attribution to the dashboard in the form of widgets.On top of that it would be great for admins to be able to export to pdf/sheets and also have reports auto emailed and or a "live link". Bonus: Set a standard template at the agency level and customize sub accounts from there.
HIGHLVL-I-1393
J
Joshua Sanderford
If a consolidation between SaaS scheduled reports and the sub-account editable dashboards can be made, that would be great.
Pulling email, sms, and other stats that are only in the SaaS scheduled reports into the dashboard, this would eliminate the need for two reports being sent once dashboard reports are automated.
S
Sales & Marketing
planned
S
Susie Sun
Sales & Marketing: Yay! do we have a timeline on this?
S
Sales & Marketing
upcoming
N
Nicholas Daugherty
Similar to this idea - https://ideas.gohighlevel.com/ideas/HIGHLVL-I-2776/