Custom Reports
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How to create a custom report, schedule and export report as PDF
Custom Reports allow you to build and schedule tailored reports, perfect for sharing insights and data with your team or clients. Whether you start from scratch or convert an existing dashboard, this feature gives you…
4 min7Template Library for Custom Reports
Create, schedule, and share beautiful data stories in minutes—no design skills required. Launch polished, presentation‑ready reports faster with the Custom Reports Template Library in GHL Customer Care. Choose a…
4 min6