Rolled Up Reporting
3 articles25 explained images
Agency Rolled-up Reporting
A selection of key data from all subaccounts is rolled up into the agency account for reporting. In one place you get a clear view of performance of all subaccounts under your agency. Please Note: This feature is only…
4 min6Setting Up Automated Email Reports for Sub-Accounts with the Report Scheduler
Report Scheduler allows Agency users to automatically send performance reports to sub-account admins and users on a daily, weekly, or monthly basis. This feature helps teams stay informed, aligned, and proactive by…
6 min13How to Export a List of Sub-Accounts
Easily export your Sub-Accounts List from GHL Customer Care to a CSV for simple reporting and sharing. This article explains what’s included in the exported CSV file, how email delivery works and the steps to get…
5 min6