# How to Use Custom Values in Dashboards and Reports > Learn how to use location, user, and custom values in GHL Customer Care dashboards and reports so one dashboard can automatically adapt to each subaccount. - Source: https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/how-to-use-custom-values-in-dashboards-and-reports - Section: Dashboards / Configuring Dashboards - Reading time: 7 min - Images: 5, each explained below - Modified on Tue, 1 Sep at 9:53 AM --- Custom values let you reuse the same dashboard or report across different subaccounts without manually changing location or user information each time. Instead of typing details such as a location name, address, phone number, or saved custom value, you can insert a placeholder that GHL Customer Care replaces automatically when the dashboard is viewed. This makes dashboards easier to manage and helps agencies avoid creating separate versions for every client. --- **TABLE OF CONTENTS** - [What are Custom Values in Dashboards and Reports?](#what-are-custom-values-in-dashboards-and-reports)[](#key-benefits-of-custom-values) - [Key Benefits of Custom Values](#key-benefits-of-custom-values)[](#types-of-values-you-can-use) - [Types of Values You Can Use](#types-of-values-you-can-use)[](#how-the-custom-value-picker-works) - [How the Custom Value Picker Works](#how-the-custom-value-picker-works)[](#using-custom-values-in-widget-conditions) - [Using Custom Values in Widget Conditions](#using-custom-values-in-widget-conditions)[](#using-custom-values-in-dashboard-elements) - [Using Custom Values in Dashboard Elements](#using-custom-values-in-dashboard-elements)[](#one-dashboard-for-multiple-subaccounts) - [One Dashboard for Multiple Subaccounts](#one-dashboard-for-multiple-subaccounts)[](#how-to-set-up-custom-values-in-dashboards-and-reports) - [How To Set Up Custom Values in Dashboards and Reports](#how-to-set-up-custom-values-in-dashboards-and-reports)[](#troubleshooting-custom-values) - [Troubleshooting Custom Values](#troubleshooting-custom-values)[](#frequently-asked-questions) - [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles) - [Related Articles](#related-articles) --- # **What are Custom Values in Dashboards and Reports?** Custom values are placeholders that GHL Customer Care replaces with real information when a dashboard or report is viewed. They help you create one dashboard that can automatically show the correct information for each subaccount or logged-in user. For example, instead of typing a location address directly into a widget condition, you can insert: `{{ location.address }}` When the dashboard is viewed, GHL Customer Care replaces that placeholder with the actual address of the current subaccount. Custom values can be used in supported dashboard and reporting fields such as: - Widget conditions - Embed URLs - Title elements - Text box elements You can also choose values from three groups: - **Location:** Information from the current subaccount - **User:** Information from the logged-in user - **Custom values:** Values created under **Settings > Custom Values** --- ## **Key Benefits of Custom Values** Custom values help reduce repeated dashboard setup by allowing the same dashboard to adjust automatically for different locations and users. This is especially useful for agencies that manage many subaccounts. - **Reuse one dashboard:** Create one dashboard and use it across multiple subaccounts. - **Show the correct location information:** Location details update automatically based on the subaccount viewing the dashboard. - **Show user-specific information:** User values can display information for the person currently logged in. - **Use saved custom values:** Values created under **Settings > Custom Values** can be added directly to supported dashboard fields. - **Reduce manual updates:** Update the source value once instead of editing every dashboard separately. - **Find values quickly:** Use the `{}` button to search or browse available values. --- ## **Types of Values You Can Use** GHL Customer Care groups available values into Location, User, and Custom values. Understanding the difference between these groups helps you choose the correct information for your dashboard or report. ### Location Values Location values come from the subaccount that is viewing the dashboard. Available fields include: - Location ID - Location Name - Email - Phone - Website - Address - City - State - Country - Postal Code - Timezone For example, `{{ location.address }}` displays the address of the current subaccount. ### User Values User values come from the user who is currently logged in. Available fields include: - User ID - Email - Phone - Role - Type - First Name - Last Name - Name - Full Name These values are useful when a dashboard should show information that changes depending on who is viewing it. ### Custom Values Custom values are reusable values created under **Settings > Custom Values**. Examples may include: - Weekly coaching topic - Support phone number - Office hours - Internal links - Business-specific text Custom values appear in the picker and are organized by folder. --- ## **How the Custom Value Picker Works** The custom value picker gives you a simple way to insert location, user, or saved custom values without typing the placeholder manually. Wherever the `{}` button appears beside a supported field, you can open the picker and choose the value you need. To use the picker: 1. Click the `{}` button beside a supported field. 2. Search for a value or browse by category. 3. Choose **Location**, **User**, or **Custom values**. 4. Select the field you want. 5. GHL Customer Care inserts the placeholder automatically. For example: `{{ location.address }}` The placeholder stays visible while editing. When the dashboard is viewed, GHL Customer Care replaces it with the actual value. ![How the Custom Value Picker Works (image 1 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079820040/original/yVXs-22txncmBxUMSnqQJ9w_7SbRUHcRYQ.png) **How the Custom Value Picker Works (image 1 of 5)** This screenshot appears in the "How the Custom Value Picker Works" section of "How to Use Custom Values in Dashboards and Reports". The text alongside this image reads: The placeholder stays visible while editing. When the dashboard is viewed, GHL Customer Care replaces it with the actual value. Immediately after, the guide continues: Custom values can be added to supported text fields inside widget conditions. This helps a widget automatically use the correct location, user, or saved value instead of relying on information entered manually. - What this covers: The placeholder stays visible while editing. When the dashboard is viewed, GHL Customer Care replaces it with the actual value. - Controls: Location, User, Custom values - Next: Custom values can be added to supported text fields inside widget conditions. This helps a widget automatically use the correct location, user, or saved value instead of relying on information entered manually. Full procedure: 1. Click the {} button beside a supported field. 2. Search for a value or browse by category. 3. Choose Location, User, or Custom values. 4. Select the field you want. 5. GHL Customer Care inserts the placeholder automatically. --- ## **Using Custom Values in Widget Conditions** Custom values can be added to supported text fields inside widget conditions. This helps a widget automatically use the correct location, user, or saved value instead of relying on information entered manually. For example, instead of typing a specific business address into a widget filter, you can insert: `{{ location.address }}` The widget then uses the address of whichever subaccount is viewing the dashboard. This is useful when the same dashboard is shared across several subaccounts because you do not need to create a separate version for each location. ![Using Custom Values in Widget Conditions (image 2 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079820380/original/q9qSpnA6pxUJfg_AdDY2IVpH42pveCdeXQ.png) **Using Custom Values in Widget Conditions (image 2 of 5)** This screenshot appears in the "Using Custom Values in Widget Conditions" section of "How to Use Custom Values in Dashboards and Reports". The text alongside this image reads: This is useful when the same dashboard is shared across several subaccounts because you do not need to create a separate version for each location. Immediately after, the guide continues: Supported dashboard elements can also use dynamic values so titles, text, and links can change automatically. This helps you personalize dashboards without creating separate copies. - What this covers: This is useful when the same dashboard is shared across several subaccounts because you do not need to create a separate version for each location. - Next: Supported dashboard elements can also use dynamic values so titles, text, and links can change automatically. This helps you personalize dashboards without creating separate copies. --- ## **Using Custom Values in Dashboard Elements** Supported dashboard elements can also use dynamic values so titles, text, and links can change automatically. This helps you personalize dashboards without creating separate copies. Custom values are supported in: - **Embed URLs** - **Title elements** - **Text box elements** For example, a Text box can include a saved value such as: `{{ custom_values.ai_coaching_calls__weekly_topic }}` When the dashboard is viewed, GHL Customer Care replaces the placeholder with the value saved for that subaccount. ![Using Custom Values in Dashboard Elements (image 3 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079820294/original/0Vjg-E8B-K59-fxj5e9hGmJCQHMD0gcARA.jpeg) **Using Custom Values in Dashboard Elements (image 3 of 5)** This screenshot appears in the "Using Custom Values in Dashboard Elements" section of "How to Use Custom Values in Dashboards and Reports". The text alongside this image reads: When the dashboard is viewed, GHL Customer Care replaces the placeholder with the value saved for that subaccount. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Using dynamic values allows agencies to maintain one dashboard instead of creating a separate copy for every client. GHL Customer Care fills in the correct information automatically when each subaccount views the dashboard. - What this covers: When the dashboard is viewed, GHL Customer Care replaces the placeholder with the value saved for that subaccount. - Fields: Embed URLs, Title elements, Text box elements - Controls: Embed URLs, Title elements, Text box elements - Next: Using dynamic values allows agencies to maintain one dashboard instead of creating a separate copy for every client. GHL Customer Care fills in the correct information automatically when each subaccount views the dashboard. Example values (illustrative, not read from the screenshot): - Title elements: Practice Manager Full procedure: 1. Embed URLs 2. Title elements 3. Text box elements --- ## **One Dashboard for Multiple Subaccounts** Using dynamic values allows agencies to maintain one dashboard instead of creating a separate copy for every client. GHL Customer Care fills in the correct information automatically when each subaccount views the dashboard. For example, one dashboard could contain: - `{{ location.name }}` - `{{ location.address }}` - `{{ location.phone }}` If Location A opens the dashboard, it sees Location A's information. If Location B opens the same dashboard, it sees Location B's information. The dashboard itself does not need to be copied or edited for each subaccount. --- ## **How To Set Up Custom Values in Dashboards and Reports** Adding a dynamic value only takes a few steps. The setup is slightly different depending on whether you are adding it to a widget condition or to a dashboard element. ### Add a Custom Value to a Widget Condition 1. Open the dashboard in **Edit mode**. 2. Select the widget you want to update. 3. Open the **Conditions** tab. 4. Add or edit a condition that contains a supported text field. 5. Click the `{}` button beside the field. 6. Choose **Location**, **User**, or **Custom values**. 7. Search for or select the value you want. 8. Confirm that the placeholder appears in the field. 9. Click **Save**. 10. Save the dashboard changes. ![Add a Custom Value to a Widget Condition (image 4 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079822791/original/0L3HOW3fMp4LhCVw4UgTggiHRMWpvv7pnA.jpeg) **Add a Custom Value to a Widget Condition (image 4 of 5)** This screenshot appears in the "Add a Custom Value to a Widget Condition" section of "How to Use Custom Values in Dashboards and Reports". The text alongside this image reads: Open the dashboard in Edit mode. Select the widget you want to update. Open the Conditions tab. Add or edit a condition that contains a supported text field. Click the {} button beside the field. Choose Location, User, or Custom values. Search for or select the value you want. Confirm that the…. Immediately after, the guide continues: Open the dashboard in Edit mode. Add or edit a supported element. Choose an Embed, Title, or Text box element. Click the {} button where available. Select Location, User, or Custom values. Choose the value you want. Confirm that the…. - Where to go: Open the dashboard in Edit mode. Select the widget you want to update. Open the Conditions tab. Add or edit a condition that contains a supported text field. Click the {} button beside the field. Choose Location, User, or Custom values. Search for or select the value you want. Confirm that the placeholder appears in the field. Click Save. Save the dashboard changes. - Controls: Edit mode, Conditions, Location, User, Custom values, Save - Next: Open the dashboard in Edit mode. Add or edit a supported element. Choose an Embed, Title, or Text box element. Click the {} button where available. Select Location, User, or Custom values. Choose the value you want. Confirm that the placeholder appears in the element. Click Save. Save the dashboard changes. Full procedure: 1. Open the dashboard in Edit mode. 2. Select the widget you want to update. 3. Open the Conditions tab. 4. Add or edit a condition that contains a supported text field. 5. Click the {} button beside the field. 6. Choose Location, User, or Custom values. 7. Search for or select the value you want. 8. Confirm that the placeholder appears in the field. 9. Click Save. 10. Save the dashboard changes. ### Add a Custom Value to a Dashboard Element 1. Open the dashboard in **Edit mode**. 2. Add or edit a supported element. 3. Choose an **Embed**, **Title**, or **Text box** element. 4. Click the `{}` button where available. 5. Select **Location**, **User**, or **Custom values**. 6. Choose the value you want. 7. Confirm that the placeholder appears in the element. 8. Click **Save**. 9. Save the dashboard changes. ![Add a Custom Value to a Dashboard Element (image 5 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079822972/original/uGajcU6Pya7qnmsqUGfPXN2gys27fiO_sQ.jpeg) **Add a Custom Value to a Dashboard Element (image 5 of 5)** This screenshot appears in the "Add a Custom Value to a Dashboard Element" section of "How to Use Custom Values in Dashboards and Reports". The text alongside this image reads: Open the dashboard in Edit mode. Add or edit a supported element. Choose an Embed, Title, or Text box element. Click the {} button where available. Select Location, User, or Custom values. Choose the value you want. Confirm that the placeholder appears in the element. Click Save. Save the…. Immediately after, the guide continues: If the value you need does not already exist, create it before adding it to the dashboard. - Where to go: Open the dashboard in Edit mode. Add or edit a supported element. Choose an Embed, Title, or Text box element. Click the {} button where available. Select Location, User, or Custom values. Choose the value you want. Confirm that the placeholder appears in the element. Click Save. Save the dashboard changes. - Controls: Edit mode, Embed, Title, Text box, Location, User, Custom values, Save - Next: If the value you need does not already exist, create it before adding it to the dashboard. Full procedure: 1. Open the dashboard in Edit mode. 2. Add or edit a supported element. 3. Choose an Embed, Title, or Text box element. 4. Click the {} button where available. 5. Select Location, User, or Custom values. 6. Choose the value you want. 7. Confirm that the placeholder appears in the element. 8. Click Save. 9. Save the dashboard changes. ### **Create a Custom Value First** If the value you need does not already exist, create it before adding it to the dashboard. 1. Go to **Settings > Custom Values**. 2. Create the custom value. 3. Add it to a folder if needed. 4. Save the value. 5. Return to the dashboard. 6. Open the `{}` picker. 7. Find the new value under **Custom values**. --- ## **Troubleshooting Custom Values** Most problems happen when the field does not support dynamic values, the saved custom value is empty, or the wrong value type is selected. Checking the source value first can help you quickly find the issue. **The `{}` button does not appear** The field may not support dynamic values. Custom values only work in supported dashboard and report fields. **The custom value is missing** Check **Settings > Custom Values** and make sure the value exists and is saved. **The dashboard shows a blank value** The saved value may be empty for that subaccount. Check the source information or custom value. **The wrong location information appears** Location values use information from the subaccount viewing the dashboard. Confirm that the correct subaccount is open. **The wrong user information appears** User values are based on the user who is currently logged in. --- ## **Frequently Asked Questions** **Q: Can I use Location, User, and Custom values in the same dashboard?** A: Yes. You can use different value types throughout the same dashboard wherever dynamic values are supported. **Q: Do Location values change automatically for each subaccount?** A: Yes. Location values use the information from the subaccount viewing the dashboard. **Q: Which user is used for User values?** A: User values use the information from the person who is currently logged in. **Q: Can I use custom values in every dashboard field?** A: No. Dynamic values work only in supported fields. Look for the `{}` button to confirm that a field supports them. **Q: Can I use more than one custom value in a Text box?** A: Yes, if the element supports the values you want to insert. **Q: What happens if a custom value is empty?** A: The dashboard may display a blank result where that value is used. **Q: Do custom values also work in Custom Reports?** A: Yes. Dynamic values are supported in applicable areas of Dashboards and Custom Reports. **Q: Do I need a separate dashboard for every subaccount?** A: Not when the differences can be handled with dynamic values. One dashboard can automatically show the correct location-specific information for different subaccounts. --- ### **Related Articles** - **[](https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/using-custom-values-in-dashboards-and-custom-reports)**[](https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/using-custom-values-in-dashboards-and-custom-reports)[Using Custom Values in Dashboards and Custom Reports](https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/using-custom-values-in-dashboards-and-custom-reports)  - [Custom Values Settings](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/custom-values-settings)  - [How to Create & Add Dashboard Widgets](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-create-a-custom-dashboard)  - [Customizing Dashboard Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/customizing-dashboard-widgets)  - [How to Customize Dashboards by Adding Titles, Images, and Text Boxes](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-customize-dashboards-by-adding-titles-images-and-text-boxes)  - [How To Create A Custom Dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-create-a-custom-dashboard)[](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-create-a-custom-dashboard)**[](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-create-a-custom-dashboard)** --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com