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Reputation Management & Reviews

How to Schedule and Automate Performance Reports for Online Business Listings

Learn how to set up and automate listings performance reports in GHL Customer Care. Schedule branded reports, track visibility and engagement, and share results with clients.

5 min read1,100 words11 explained imagesUpdated Mon, 19 Jan at 3:58 AM
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On this page
  1. Key Benefits of Listings Performance Recap Reports
  2. Automated Reports
  3. Listings Score Calculation
  4. Report Preferences
  5. Dashboard Enhancements
  6. How To Setup Listings Performance Recap Reports
  7. Open Listings Analytics
  8. Schedule Report
  9. Select Entity
  10. Choose Analytics
  11. Customize Branding
  12. Set Frequency
  13. Set Schedule
  14. Select Language
  15. Send Notifications
  16. Configure Email
  17. Save Schedule
  18. Frequently Asked Questions
Listings Performance Recap Reports automatically send your clients a polished, data-rich summary of their online-listing visibility and engagement. Delivering clear proof of value every month or quarter keeps retention high while saving your agency hours of manual reporting.

TABLE OF CONTENTS

What is Listings Performance Recap Reports?

Listings Performance Recap Reports are branded, automated emails and in-app digests that grade each location’s online listings (score out of 100) and highlight key visibility, engagement, and action items. 
By combining profile-completion health with live Analytics data, the report shows clients exactly where they shine and where to focus next without any manual work.

Key Benefits of Listings Performance Recap Reports

  • Hands-free proof of value scheduled summaries keep your agency top-of-mind
  • Data-driven retention clients receive concrete visibility and engagement stats
  • Action-oriented each report recommends the three quickest wins to boost scores
  • Flexible cadence send monthly, quarterly, or half-yearly to match client needs
  • Unified branding logo, colors, and sender domain carry your agency’s identity
  • At-a-glance dashboard card shows last score + recent improvement for quick check-ins

Automated Reports

Automated Reports generate on the schedule you set and reach clients by email and in-app notifications. Each recap includes:
  • Listings Performance Score (0–100)
  • Profile Completion %
  • Views, clicks, CTR trends pulled from Listings Analytics
  • Top 3 recommended actions e.g., “Add appointment URL” or “Sync to Apple Maps”
  • White-labeled header and footer that match your agency branding

Listings Score Calculation

The new scoring engine blends three pillars so clients see a single, easy-to-track grade.
  • Visibility: directory sync status, profile completeness, Google Business Profile link
  • Engagement: listing views, clicks, calls, and CTR trajectory
  • Actionability: freshness of data, onboarding tasks completed, prior recap interactions
Scores update automatically each time a recap is generated, and the dashboard card compares the latest score to the previous period.

Report Preferences

Report Preferences allow agency and location admins to choose exactly who gets what and when.
  • Frequency selector: Monthly | Quarterly | Half-Yearly
  • Recipient management: mix internal users, clients, and custom emails
  • Delivery channels: Email (with custom “from” domain) and/or in-app bell notifications
  • Preview mode to test branding before activating the schedule
  • Unified recipient UI also powers other Listings notifications for streamlined control

Dashboard Enhancements

Listings now features a “Performance Recap” card at the top of the Listings dashboard. The card displays:
  • Current Listings Performance Score
  • Change (+/-) versus last period
  • Quick-link to open the full recap report
You’ll also notice a Profile Completion Progress Meter beside each location, showing exactly which attributes are still missing for maximum score.

How To Setup Listings Performance Recap Reports

Set up once let GHL Customer Care handle the rest.

Open Listings Analytics

From the left navigation menu, click Reputation, then select Listings and open the Analytics tab. This is where you can view listings performance data and access reporting options for scheduling automated recap reports.

Open Listings Analytics (image 1 of 11) What this shows From the left navigation menu, click Reputation, then select Listings and open the Analytics tab. What this shows Illustrates the "Open Listings Analytics" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Open Listings Analytics" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: From the left navigation menu, click Reputation, then select Listings and open the Analytics tab. This is where you can view listings performance data and access reporting options for scheduling automated recap reports. Immediately after, the guide continues: In the Analytics view, click Schedule Report in the top-right corner to open the reporting options. From the dropdown, choose Schedule New Report to begin creating an automated listings performance recap. Image 1 of 11 What to chooseFrom the left navigation menu, click Reputation, then select Listings and open the Analytics tab. This is where you can view listings performance data and access reporting options for scheduling automated recap reports.
Buttons and menus referenced ReputationListingsAnalytics
Next stepIn the Analytics view, click Schedule Report in the top-right corner to open the reporting options. From the dropdown, choose Schedule New Report to begin creating an automated listings performance recap.

Schedule Report

In the Analytics view, click Schedule Report in the top-right corner to open the reporting options. From the dropdown, choose Schedule New Report to begin creating an automated listings performance recap.

Schedule Report (image 2 of 11) What this shows In the Analytics view, click Schedule Report in the top-right corner to open the reporting options. What this shows Illustrates the "Schedule Report" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Schedule Report" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: In the Analytics view, click Schedule Report in the top-right corner to open the reporting options. From the dropdown, choose Schedule New Report to begin creating an automated listings performance recap. Immediately after, the guide continues: In the Schedule Report panel, use the Select Entity for Scheduling dropdown to choose the business location or entity for which the report will be generated. This ensures the performance recap pulls analytics and listings data for the…. Image 2 of 11 What to chooseIn the Analytics view, click Schedule Report in the top-right corner to open the reporting options. From the dropdown, choose Schedule New Report to begin creating an automated listings performance recap.
Buttons and menus referenced AnalyticsSchedule ReportSchedule New Report
Next stepIn the Schedule Report panel, use the Select Entity for Scheduling dropdown to choose the business location or entity for which the report will be generated. This ensures the performance recap pulls analytics and listings data for the correct business.

Select Entity

In the Schedule Report panel, use the Select Entity for Scheduling dropdown to choose the business location or entity for which the report will be generated. This ensures the performance recap pulls analytics and listings data for the correct business.

Select Entity (image 3 of 11) What this shows In the Schedule Report panel, use the Select Entity for Scheduling dropdown to choose the business location or entity for which the report… What this shows Illustrates the "Select Entity" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Select Entity" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: In the Schedule Report panel, use the Select Entity for Scheduling dropdown to choose the business location or entity for which the report will be generated. This ensures the performance recap pulls analytics and listings data for the correct business. Immediately after, the guide continues: Under Choose Analytics Graphs, select the metrics you want to include in the performance recap report, such as impressions, actions, profile views, and device usage. These selections determine which charts and data points appear in the…. Image 3 of 11 What to chooseIn the Schedule Report panel, use the Select Entity for Scheduling dropdown to choose the business location or entity for which the report will be generated. This ensures the performance recap pulls analytics and listings data for the correct business.
Buttons and menus referenced Schedule ReportSelect Entity for Scheduling
Next stepUnder Choose Analytics Graphs, select the metrics you want to include in the performance recap report, such as impressions, actions, profile views, and device usage. These selections determine which charts and data points appear in the automated report sent to recipients.

Choose Analytics

Under Choose Analytics Graphs, select the metrics you want to include in the performance recap report, such as impressions, actions, profile views, and device usage. These selections determine which charts and data points appear in the automated report sent to recipients.

Choose Analytics (image 4 of 11) What this shows Under Choose Analytics Graphs, select the metrics you want to include in the performance recap report, such as impressions, actions… What this shows Illustrates the "Choose Analytics" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Choose Analytics" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: Under Choose Analytics Graphs, select the metrics you want to include in the performance recap report, such as impressions, actions, profile views, and device usage. These selections determine which charts and data points appear in the automated report sent to recipients. Immediately after, the guide continues: In the Branding Guidelines section, confirm or update the agency logo and enter a Report Headline and Report Description. These details control how the recap report appears to recipients and help ensure it aligns with your agency’s…. Image 4 of 11 What to chooseUnder Choose Analytics Graphs, select the metrics you want to include in the performance recap report, such as impressions, actions, profile views, and device usage. These selections determine which charts and data points appear in the automated report sent to recipients.
Buttons and menus referenced Choose Analytics Graphs
Next stepIn the Branding Guidelines section, confirm or update the agency logo and enter a Report Headline and Report Description. These details control how the recap report appears to recipients and help ensure it aligns with your agency’s branding and messaging.

Customize Branding

In the Branding Guidelines section, confirm or update the agency logo and enter a Report Headline and Report Description. These details control how the recap report appears to recipients and help ensure it aligns with your agency’s branding and messaging.

Customize Branding (image 5 of 11) What this shows In the Branding Guidelines section, confirm or update the agency logo and enter a Report Headline and Report Description. What this shows Illustrates the "Customize Branding" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Customize Branding" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: In the Branding Guidelines section, confirm or update the agency logo and enter a Report Headline and Report Description. These details control how the recap report appears to recipients and help ensure it aligns with your agency’s branding and messaging. Immediately after, the guide continues: In the Scheduling Details section, choose how often the performance recap should be sent— Monthly, Quarterly, or Half-Yearly. The selected frequency controls the reporting period and determines when recipients receive updated listings…. Image 5 of 11 What to fill inIn the Branding Guidelines section, confirm or update the agency logo and enter a Report Headline and Report Description. These details control how the recap report appears to recipients and help ensure it aligns with your agency’s branding and messaging.
Buttons and menus referenced Branding GuidelinesReport HeadlineReport Description
Next stepIn the Scheduling Details section, choose how often the performance recap should be sent— Monthly, Quarterly, or Half-Yearly. The selected frequency controls the reporting period and determines when recipients receive updated listings performance summaries.

Set Frequency

In the Scheduling Details section, choose how often the performance recap should be sent—Monthly, Quarterly, or Half-Yearly. The selected frequency controls the reporting period and determines when recipients receive updated listings performance summaries.

Set Frequency (image 6 of 11) What this shows In the Scheduling Details section, choose how often the performance recap should be sent— Monthly, Quarterly, or Half-Yearly. What this shows Illustrates the "Set Frequency" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Set Frequency" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: In the Scheduling Details section, choose how often the performance recap should be sent— Monthly, Quarterly, or Half-Yearly. The selected frequency controls the reporting period and determines when recipients receive updated listings performance summaries. Immediately after, the guide continues: Use the At and Starting On fields to define the exact time and start date for the automated report delivery. This determines when the first recap is sent and establishes the timing for all future scheduled reports. Image 6 of 11 What to chooseIn the Scheduling Details section, choose how often the performance recap should be sent— Monthly, Quarterly, or Half-Yearly. The selected frequency controls the reporting period and determines when recipients receive updated listings performance summaries.
Buttons and menus referenced Scheduling DetailsMonthlyQuarterlyHalf-Yearly
Next stepUse the At and Starting On fields to define the exact time and start date for the automated report delivery. This determines when the first recap is sent and establishes the timing for all future scheduled reports.

Set Schedule

Use the At and Starting On fields to define the exact time and start date for the automated report delivery. This determines when the first recap is sent and establishes the timing for all future scheduled reports.

Set Schedule (image 7 of 11) What this shows Use the At and Starting On fields to define the exact time and start date for the automated report delivery. What this shows Illustrates the "Set Schedule" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Set Schedule" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: Use the At and Starting On fields to define the exact time and start date for the automated report delivery. This determines when the first recap is sent and establishes the timing for all future scheduled reports. Immediately after, the guide continues: In the Language section, choose the language in which the performance recap report will be generated. This ensures the report content is localized appropriately for the recipients receiving the automated update. Image 7 of 11 What this coversUse the At and Starting On fields to define the exact time and start date for the automated report delivery. This determines when the first recap is sent and establishes the timing for all future scheduled reports.
Buttons and menus referenced AtStarting On
Next stepIn the Language section, choose the language in which the performance recap report will be generated. This ensures the report content is localized appropriately for the recipients receiving the automated update.

Select Language

In the Language section, choose the language in which the performance recap report will be generated. This ensures the report content is localized appropriately for the recipients receiving the automated update.

Select Language (image 8 of 11) What this shows In the Language section, choose the language in which the performance recap report will be generated. What this shows Illustrates the "Select Language" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Select Language" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: In the Language section, choose the language in which the performance recap report will be generated. This ensures the report content is localized appropriately for the recipients receiving the automated update. Immediately after, the guide continues: In the Send Notifications section, choose whether the report should be delivered via In-App, Email, or both. Then select the users or email addresses that should receive the automated listings performance recap. Image 8 of 11 What to chooseIn the Language section, choose the language in which the performance recap report will be generated. This ensures the report content is localized appropriately for the recipients receiving the automated update.
Buttons and menus referenced Language
Next stepIn the Send Notifications section, choose whether the report should be delivered via In-App, Email, or both. Then select the users or email addresses that should receive the automated listings performance recap.

Send Notifications

In the Send Notifications section, choose whether the report should be delivered via In-App, Email, or both. Then select the users or email addresses that should receive the automated listings performance recap.

Send Notifications (image 9 of 11) What this shows In the Send Notifications section, choose whether the report should be delivered via In-App, Email, or both. What this shows Illustrates the "Send Notifications" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Send Notifications" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: In the Send Notifications section, choose whether the report should be delivered via In-App, Email, or both. Then select the users or email addresses that should receive the automated listings performance recap. Immediately after, the guide continues: In the Email Settings section, enter the From Email, customize the Subject, and review or edit the Email Content that recipients will see. These settings control how the listings performance recap email is branded and communicated when…. Image 9 of 11 What to chooseIn the Send Notifications section, choose whether the report should be delivered via In-App, Email, or both. Then select the users or email addresses that should receive the automated listings performance recap.
Buttons and menus referenced Send NotificationsIn-AppEmail
Next stepIn the Email Settings section, enter the From Email, customize the Subject, and review or edit the Email Content that recipients will see. These settings control how the listings performance recap email is branded and communicated when delivered via email.

Configure Email

In the Email Settings section, enter the From Email, customize the Subject, and review or edit the Email Content that recipients will see. These settings control how the listings performance recap email is branded and communicated when delivered via email.

Configure Email (image 10 of 11) What this shows In the Email Settings section, enter the From Email, customize the Subject, and review or edit the Email Content that recipients will see. What this shows Illustrates the "Configure Email" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Configure Email" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: In the Email Settings section, enter the From Email, customize the Subject, and review or edit the Email Content that recipients will see. These settings control how the listings performance recap email is branded and communicated when delivered via email. Immediately after, the guide continues: Review all report settings, then click Schedule Report to activate the automated listings performance recap. Once saved, the schedule runs automatically based on the selected frequency, timing, and delivery preferences. Image 10 of 11 What to fill inIn the Email Settings section, enter the From Email, customize the Subject, and review or edit the Email Content that recipients will see. These settings control how the listings performance recap email is branded and communicated when delivered via email.
Buttons and menus referenced Email SettingsFrom EmailSubjectEmail Content
Next stepReview all report settings, then click Schedule Report to activate the automated listings performance recap. Once saved, the schedule runs automatically based on the selected frequency, timing, and delivery preferences.

Save Schedule

Review all report settings, then click Schedule Report to activate the automated listings performance recap. Once saved, the schedule runs automatically based on the selected frequency, timing, and delivery preferences.

Save Schedule (image 11 of 11) What this shows Review all report settings, then click Schedule Report to activate the automated listings performance recap. What this shows Illustrates the "Save Schedule" section of "How to Schedule and Automate Performance Reports for Online Business Listings". This screenshot appears in the "Save Schedule" section of "How to Schedule and Automate Performance Reports for Online Business Listings". The text alongside this image reads: Review all report settings, then click Schedule Report to activate the automated listings performance recap. Once saved, the schedule runs automatically based on the selected frequency, timing, and delivery preferences. Immediately after, the guide continues: Q: Who can create or edit a Recap Report schedule? Image 11 of 11 What to clickReview all report settings, then click Schedule Report to activate the automated listings performance recap. Once saved, the schedule runs automatically based on the selected frequency, timing, and delivery preferences.
Buttons and menus referenced Schedule Report
Next stepQ: Who can create or edit a Recap Report schedule?

Frequently Asked Questions

Q: Who can create or edit a Recap Report schedule?
Agency owners, agency admins, and location admins with Listings permission.
Q: Can I send the recap only to my team and not the client?
Yes simply leave client emails off the recipient list. You can add or remove recipients anytime.
Q: How is the Performance Score weighted?
Visibility, Engagement, and Actionability each contribute roughly one-third, but GHL Customer Care dynamically weights sub-metrics (e.g., GBP sync) based on industry benchmarks.
Q: What if a location’s listings aren’t fully synced yet?
The Visibility pillar will reflect lower completeness, and the report’s action list will prioritize finishing the sync.
Q: Can I change the report cadence later?
Absolutely, edit the schedule and pick a new frequency; the next run will follow the updated cadence.
Q: Do recipients need a GHL Customer Care login to view the report?
No. Email recipients receive a fully branded PDF and summary inline; in-app notification recipients open the report directly inside GHL Customer Care.
Q: Will the recap include analytics from Uberall integrations?
At launch, scoring uses Yext-powered metrics. Uberall analytics integration is on the roadmap.
Q: How far back does the report pull data?
Each recap compares the selected period (30 / 90 / 180 days) to the immediately previous period so trends are clear.

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