White‑Labeled Listings Analytics Reports let agencies showcase performance without exposing HighLevel. Generate polished, branded reports, pick the exact graphs to include, and deliver them as PDFs or via email from your agency domain. Share quick wins, build trust, and strengthen retention - without extra design work.

TABLE OF CONTENTS

• What is White‑Labeled Listings Analytics Reports?
• Key Benefits of White‑Labeled Listings Analytics Reports
• Access & Permissions
• Entity Selection & Data Scope
• Date Range & Time Periods
• Graph Selection (Include/Exclude)
• Branding & White‑Labeling
• Email Delivery & Tracking
• PDF Download & Preview
• How To Generate and Send a White‑Labeled Report
• Frequently Asked Questions

What is White‑Labeled Listings Analytics Reports?

White‑Labeled Listings Analytics Reports are branded, client‑ready summaries of your Listings Analytics data. Agency users and admins can tailor the content (entities, date range, graphs) and the presentation (logo, headline, description), then export to PDF or send via email using the agency’s domain for higher deliverability and professionalism.

Why this matters: Consistent, transparent reporting keeps clients informed and confident. White‑labeling ensures your agency’s brand stays front and center while HighLevel remains invisible in the final deliverable.

Key Benefits of White‑Labeled Listings Analytics Reports

Learn how branded reports improve client communication and retention.

• Professional, white‑labeled reports: Present results without any HighLevel branding.

• Flexible entity selection: Choose All Entities (when there’s no Uberall+Yext mix) or a Single Entity.

• Customizable content: Select which graphs to include/exclude to keep reports focused.

• Frictionless delivery: Share as PDF or email directly from the platform.

• Intelligent recipient management: Combine contacts and staff; new staff recipients are added automatically.

• Higher trust email: Send from your agency domain and track engagement via Bulk Actions.

• Role‑based visibility: Available only to agency users and admins for secure control.

Access & Permissions

Understand who can use this feature and where to find it.

What you’ll learn here: The exact location in the app and role requirements so the right team members can generate and send reports.

• Who can access: Agency users and agency admins.

• Where to go: Subaccount → Listings Analytics tab, then click Generate Report.

Entity Selection & Data Scope

Choose the data set that best fits your client’s context.

What you’ll learn here: How to select all eligible entities or narrow to a single entity, and why mixed providers affect availability.

• All Entities are available only if the subaccount does not contain a mix of Uberall and Yext entities.

• If a mix exists, select Single Entity to generate the report.

• Current availability: Reports are Yext‑only at launch. Uberall analytics support will be added in a future update.

Date Range & Time Periods

Make reports timely and comparable across periods.

What you’ll learn here: How to set the analysis window so clients can see trends and impact.

• Choose a custom date range or select a preset (e.g., last 7/30/90 days).

• Ensure the range aligns with your client’s reporting cadence (weekly, monthly, quarterly).

Graph Selection (Include/Exclude)

Keep the report focused on what your client cares about.

What you’ll learn here: How to curate visualizations for clarity and relevance.

• Toggle on the graphs you want to include; leave others off.

• Typical metrics include discovery vs direct views, searches, actions, and engagement trends.

• Reorder or preview selections to ensure a logical narrative.

Branding & White‑Labeling

Deliver a report that looks and feels like your brand.

What you’ll learn here: How to add your logo and messaging so the presentation reflects your agency identity.

• Headline is mandatory; add an optional description for context.

• Upload your logo to brand the PDF and email. Use a high‑resolution image with a transparent or solid background (recommended aspect ratio ~1:1 or horizontal).

• The final report contains no HighLevel branding.

Email Delivery & Tracking

Send reports from your domain and monitor engagement.

What you’ll learn here: How to deliver by email, choose recipients, and track results.

• Delivery options: Download PDF or Send via Email.

• From Email: Select your agency sending address. Sending from your domain improves deliverability and client trust.

• Recipients: Search and select contacts and staff in one list; any new staff recipients are created automatically.

• Compose: Use rich formatting (font style, size, bullet lists) to craft a professional message.

• Tracking: View send metrics via Bulk Actions (e.g., sent, delivered, opened, clicked).

PDF Download & Preview

Double‑check the look and feel before sharing.

What you’ll learn here: How to validate the layout, branding, and graphs prior to sending or exporting.

• Click Preview to review the final report (PDF and email render).

• Use Download PDF for offline sharing or archiving.

• File names typically include the report title and date range for easy retrieval.

How To Generate and Send a White‑Labeled Report

Follow a guided flow to create, brand, and deliver the report.

Why these steps matter: A consistent process ensures accuracy, branding consistency, and on‑time delivery to clients.

1. Navigate to Your Subaccount → Listings Analytics.

2. Click Generate Report.

3. Select Entities: Choose All Entities (if no Uberall+Yext mix) or Single Entity.

4. Choose Date Range: Pick a preset or set a custom range.

5. Select Graphs: Include only the visualizations your client needs.

6. Add Branding: Enter a headline (required), an optional description, and upload your logo.

7. Choose Delivery:

   • Download as PDF, or

   • Send via Email: set From Email, choose recipients (contacts + staff; new staff auto‑created), and compose a branded message with rich formatting.

8. Preview the report to confirm accuracy.

9. Send or Download.

Frequently Asked Questions

Q: Who can see and use this feature?
A: Agency users and agency admins. Sub‑account‑only roles do not see the report generator.

Q: Why is “All Entities” disabled for me?
A: If your subaccount includes a mix of Uberall and Yext entities, All Entities is not available. Choose Single Entity instead.

Q: Is Uberall supported?
A: At launch, reports are Yext‑only. Uberall analytics support will be added in a future update.

Q: Can I customize which graphs appear?
A: Yes. Use the include/exclude toggles to pick exactly which graphs show in the final report.

Q: Can I send from my own domain email?
A: Yes. Select your From Email so reports send from your agency domain, improving deliverability and trust.

Q: How do I track email engagement?
A: Check Bulk Actions for send status and engagement (e.g., sent, delivered, opened, clicked).

Q: Will the PDF or email show any HighLevel branding?
A: No. Reports are fully white‑labeled with your agency logo, headline, and description.