# 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. - Source: https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/listings/how-to-schedule-and-automate-performance-reports-for-online-business-listings - Section: Reputation Management & Reviews / Listings - Reading time: 5 min - Images: 11, each explained below - Modified on Mon, 19 Jan at 3:58 AM --- 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?](#what-is-listings-performance-recap-reports) - [Key Benefits of Listings Performance Recap Reports](#key-benefits-of-listings-performance-recap-reports) - [Automated Reports](#automated-reports) - [Listings Score Calculation](#listings-score-calculation) - [Report Preferences](#report-preferences) - [Dashboard Enhancements](#dashboard-enhancements) - [How To Setup Listings Performance Recap Reports](#how-to-setup-listings-performance-recap-reports) - [Frequently Asked Questions](#frequently-asked-questions) --- # **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062938351/original/nK3hS3tTiiDLSOjEbL_fWyi-z-ykldH1WQ.png) **Open Listings Analytics (image 1 of 11)** 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. - What to choose: 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. - Controls: Reputation, Listings, Analytics - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062938441/original/QM2bjd7rDidCmOMmOj0hK7SfXsaHgJFeIw.png) **Schedule Report (image 2 of 11)** 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…. - What to choose: 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. - Controls: Analytics, Schedule Report, Schedule New Report - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062939616/original/uldtFbatE3cEeezbJ6smesl9zF5zYe1gHA.png) **Select Entity (image 3 of 11)** 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…. - What to choose: 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. - Controls: Schedule Report, Select Entity for Scheduling - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062939823/original/TDTkTyXQ3wzArnBU1nyCw2vtQ1ZCq5fFEA.png) **Choose Analytics (image 4 of 11)** 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…. - What to choose: 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. - Controls: Choose Analytics Graphs - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062940380/original/xBEMR0HLcu8I5drs_GIssuTNifIsJmwIKw.png) **Customize Branding (image 5 of 11)** 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…. - What to fill in: 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. - Controls: Branding Guidelines, Report Headline, Report Description - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062940750/original/Ad53cfK8VAh3hYvEklqaYJ_sSkd1f7wDlQ.png) **Set Frequency (image 6 of 11)** 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. - What to choose: 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. - Controls: Scheduling Details, Monthly, Quarterly, Half-Yearly - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062940981/original/hwvZHiwUS9FcSybfKq8e_SjdLPQIQ_O7Jg.png) **Set Schedule (image 7 of 11)** 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. - What this covers: 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. - Controls: At, Starting On - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062941282/original/SFgIn31WFbf_DmxQeQ93LNQPnHSpkROZ_w.png) **Select Language (image 8 of 11)** 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. - What to choose: 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. - Controls: Language - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062943673/original/t-awpuGPX2c5L5DU3mAI3UMrbIPSOwKIpg.png) **Send Notifications (image 9 of 11)** 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…. - What to choose: 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. - Controls: Send Notifications, In-App, Email - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062943892/original/sAgMnMcp9gXr1NReTiryktVHXMBDGj-X9w.png) **Configure Email (image 10 of 11)** 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. - What to fill in: 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. - Controls: Email Settings, From Email, Subject, Email Content - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062944254/original/NU-fy3Pse6-DrcjajYFhfeyH1CVP18whFg.png) **Save Schedule (image 11 of 11)** 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? - What to click: 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. - Controls: Schedule Report - Next: Q: 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. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com