How to Transfer GoHighLevel Custom Reports Using Snapshots

To transfer GoHighLevel Custom Reports, first create a snapshot from your source sub-account by going to Agency View → Account Snapshots. Then, load this snapshot into your destination sub-account via Agency View → Sub-Accounts → Actions → Load Snapshot. This process typically takes under 5 minutes.

• ✓Snapshots only transfer Custom Report templates, not their schedules or recipient lists.
• ✓Ensure your source sub-account has a GoHighLevel plan that includes Custom Reports to enable this feature.
• ✓Always verify and reconnect any necessary data source integrations (like Google Ads) in the destination sub-account after loading reports.
• ✓You must possess Agency-level permissions within GoHighLevel to both create and load snapshots successfully.
• ✓Leverage snapshots to maintain consistent and standardized reporting across all your client sub-accounts, saving significant setup time.

What are GoHighLevel Snapshots and Custom Reports?

GoHighLevel Snapshots provide a powerful way to duplicate entire account configurations, including your valuable Custom Reports, across multiple sub-accounts. This feature is essential for agencies managing numerous clients, as it ensures consistent reporting templates without manual recreation. Custom Reports allow you to build tailored dashboards and reports with specific metrics and layouts. By using snapshots, you can efficiently transfer these pre-configured reporting templates, saving time and reducing errors when onboarding new clients or standardizing analytics across your existing ones. This guide walks you through the exact steps to leverage snapshots for your Custom Reports.

How to Create a Snapshot Including Custom Reports

The first step to transferring your Custom Reports is to create a snapshot from a source sub-account that contains the reports you want to duplicate. This process packages your selected reports into a reusable template.

1

Access Account Snapshots — From your GoHighLevel Agency Dashboard, click on Agency View in the left navigation menu. Then, select Account Snapshots to manage your snapshot templates.

2

Start New Snapshot Creation — On the Account Snapshots page, click the Create New Snapshot button. This action begins the process of building a new snapshot from an existing sub-account.

3

Select Source Sub-Account — A dropdown menu will appear. Choose the specific sub-account that currently holds the Custom Reports you wish to include in your snapshot. This account acts as the template source.

4

Expand Reporting Options — Scroll down the list of snapshot assets until you find the Reporting section. Click to expand this section and reveal its sub-options.

5

Select Custom Reports — Within the expanded Reporting section, ensure that Custom Reports is checked. This action marks your custom dashboards and reports for inclusion in the snapshot.

6

Save Your Snapshot — After selecting all desired assets, including Custom Reports, click the Save Snapshot button. GoHighLevel will then process and save your new snapshot, making it available for future use.

0

How to Load Custom Reports into a Sub-Account

Once you have a snapshot containing your Custom Reports, you can load it into any other sub-account. This instantly copies your pre-configured reporting templates, ensuring consistent analytics across all your clients.

1

Navigate to Sub-Accounts — From your Agency Dashboard, click on Agency View in the left navigation menu. Then, select Sub-Accounts to view your list of client accounts.

2

Initiate Snapshot Load — Find the destination sub-account where you want to import the Custom Reports. Click the Actions dropdown menu next to that sub-account, then select Load Snapshot.

3

Choose Your Snapshot — A window will appear displaying your available snapshots. Select the specific snapshot you created that contains your Custom Reports from the list.

4

Confirm Custom Report Selection — On the asset checklist that appears, scroll down to the Reporting section. Double-check to ensure that Custom Reports is selected. This guarantees your reports will transfer.

5

Start Loading Process — After confirming your selections, click the Confirm button to begin the snapshot loading process. GoHighLevel will now copy the selected assets into the destination sub-account.

6

Wait for Completion Notification — The loading process runs in the background. Wait for the bell icon notification in the top right corner of your GoHighLevel dashboard to confirm that the snapshot has completed loading.

7

Verify Imported Reports — Finally, switch to the destination sub-account. Go to Reporting → Custom Reports to verify that your imported reports are now visible and editable. They will appear as templates ready for use.

0

Common Questions About Snapshots and Custom Reports

Understanding the nuances of GoHighLevel snapshots for Custom Reports can prevent common issues. Here are answers to frequently asked questions to help you manage your reporting assets effectively.

Troubleshooting Common Issues

Common Mistakes to Avoid

• →Forgetting to specifically select 'Custom Reports' when creating the snapshot, leading to their exclusion.
• →Expecting report schedules, recipient lists, or private dashboards to transfer automatically with the Custom Reports.
• →Not verifying or reconnecting necessary data source integrations in the destination sub-account, resulting in 'No Data' errors.
• →Attempting to manage snapshots without having the required Agency-level permissions in GoHighLevel.
• →Trying to snapshot Custom Reports from a sub-account that is on a GoHighLevel plan that does not support the feature.

Frequently Asked Questions

Some links are affiliate links — if you sign up we may earn a commission, at no extra cost to you. We only recommend GoHighLevel because we build on it every day.