Create Your Account
Head to the sign-up page and create your account. You can start with the free 14-day trial — no credit card needed.
If you already know which plan you want, you can select it from the pricing page first. Every plan starts with a 14-day trial so you can try everything before committing.
Plans at a glance
Free Trial
1 location, 1 seat
Starter
1 location, 2 seats
Pro
5 locations, 5 seats
Agency
15 locations, 10 seats
All plans include unlimited contacts.
Connect Your First GHL Location
After signing up, you'll land on your dashboard. Click the "Connect Your GHL Account" button (or the "+ Add Location" tile) to start the OAuth connection.
You'll be redirected to GoHighLevel where you choose which location to connect. Make sure you're logged into the right GHL account before clicking connect.
What permissions does SAR need?
SAR requests read-only access to your GHL data. We never create, update, or delete anything in your GHL account. Permissions include:
- Contacts (read-only) — for reports and analytics
- Opportunities (read-only) — for pipeline reports
- Calendars & Events (read-only) — for appointment tracking
- Users (read-only) — for team performance reports
- Payments, Orders, Invoices (read-only) — for revenue reports
- Custom Fields, Tags, Locations (read-only) — for filtering and configuration
You can revoke access at any time from your GHL settings or from the SAR Settings page.
Once connected, SAR immediately starts querying your GHL data live. There's no sync process to wait for — your reports are ready in seconds.
Explore Your Reports
After connecting, you'll land on your Contact Reports page. This is your main analytics view. Use the tabs at the top to navigate between report types:
Contact Reports
All plansBreak down contacts by source, tags, assigned rep, city, or any custom field. Use the sidebar to switch fields and apply filters.
Pipeline Reports
Starter+Track deals across pipeline stages. See conversion rates, deal velocity, and value by stage.
Team / User Reports
Starter+Leaderboards showing appointments, show rate, opportunities, and revenue per team member.
Revenue & ROI
Pro+Track payments, orders, subscriptions, invoices, and MRR. See revenue trends over time.
Pro tip: Time ranges
Every report page has time pills at the top: Today, 7D, 30D, 90D, 1Y, Custom. Click any pill to instantly re-query your GHL data for that period.
Save Reports and Pin to Dashboard
Found a useful breakdown? Click "Save Report" to save your current field selection, time range, and filters as a named report you can return to later.
Saved reports appear in the Saved Reports tab and can be pinned to your main dashboard for quick access. You can also use the Advanced Filters to build complex queries like "Facebook leads with Gold membership tag who haven't been contacted in 7 days."
Set Up Scheduled PDF Reports
This is the feature agencies love most. Go to the Settings tab for your location and scroll to Scheduled Reports.
- Toggle the schedule on
- Choose frequency (Weekly or Monthly) and day of week
- Select what to include: Lead Flow, Lead Sources, Tag Distribution, Team Performance
- Add recipient email addresses (your clients)
- Optionally set a custom email subject and reply-to address
- Click "Save Schedule"
Use "Send Test Email" to preview exactly what your client will receive, or "Download PDF" to see the report locally first.
Brand Your Reports
Go to Account Settings (click your avatar in the top right) and find the White-Label Branding section.
- Agency Name — appears in report headers
- Logo — upload your agency logo (PNG or JPG, max 500KB)
- Brand Color — used for headers, charts, and accents in PDFs
Click "Preview PDF Report" to see how your branded report looks before sending it to clients.
Add Your Team (Optional)
If you have team members who need access, go to Account Settings → User Management and click "+ Invite User".
| Role | Can do |
|---|---|
| Owner | Everything — billing, users, locations, reports |
| Admin | Manage users, locations, and reports (no billing) |
| Editor | Create and edit reports, manage teams |
| Viewer | View reports only — read-only access |
You can assign each team member access to specific locations so they only see what's relevant to them.
Add More Locations
On your main dashboard, click "+ Add Location" to connect additional GHL sub-accounts. Each location gets its own reports, and the dashboard automatically shows combined insights when you have 2 or more locations.
Multi-location dashboard
With multiple locations connected, your dashboard shows:
- Your Locations — cards showing each location's contact count and weekly growth
- Combined Insights — aggregated metrics across all locations
- Location Detail — dropdown to view any location's stats without leaving the page
- Pinned Reports — your saved reports from any location
Frequently Asked Questions
Does SAR write or modify any data in my GHL account?
No. SAR only has read-only access. We query your data to generate reports but never create, update, or delete anything in GHL.
Is there a sync process I need to wait for?
No. SAR queries GHL's API live in real-time. Your reports are available immediately after connecting — no waiting for data to sync.
Can my clients see the dashboard?
Not directly. SAR is built for agencies to view and manage reports. Your clients receive the branded PDF reports you schedule. If you want a client to see the dashboard, you can invite them as a Viewer with access to their specific location.
What happens after the 14-day trial?
Your account reverts to the free tier with limited features. No charges are made unless you actively subscribe to a paid plan. Your data and configuration are preserved.
Can I connect locations from different GHL agencies?
Yes. Each time you add a location, you go through the OAuth flow and can choose any GHL account you have access to.
How do I disconnect a location?
Go to the Settings tab for that location and click "Disconnect" at the bottom. You can archive it (keep config, hide from view) or permanently delete it.
Is my data secure?
Yes. All data is encrypted in transit (TLS/HTTPS), GHL tokens are stored securely and refreshed automatically, and we never store your GHL contact data permanently. See our Privacy Policy for full details.
Ready to impress your clients?
Start your 14-day free trial. No credit card required.
Get Started FreeNeed help? Email us at support@subaccountreports.com