Automated Reporting
Reports that arrive on schedule, without logging in
Choose a report and a schedule, and Valtrivo generates the PDF and emails it automatically, so owners and partners get regular updates without anyone rebuilding them.
Harbor & Pine Dental · October 2026
- Executive Business Performance Report
- Website Performance Report
- Organic Search Performance Report
- Google Ads Performance Report
- Financial Performance Report
- Growth Recommendations Report
valtrivo
Executive Business Performance ReportHarbor & Pine Dental · Oct 1 – Oct 31, 2026
Sessions
9,412 +11.6%
Search clicks
3,284 +14.2%
Ad conversions
142 +19.3%
Website health
84 +3
Priority recommendations
Improve mobile load time on service pages
Rewrite low-CTR search snippets
Page 1 of 6 · Demonstration data
Demonstration data for a fictional business. No customer information is shown.
What you can report on
- Recurring schedules for your branded PDF reports
- Automatic email delivery of each scheduled report
- A saved copy of every generated report in your report history
Why it helps business owners
- Keep stakeholders informed without a monthly manual task
- Make sure every review starts from the same report
- Spend less time exporting and sending files
How the data connection works
- 1Included with the Intelligence plan.
- 2The Monthly Business Growth Review PDF is generated on demand and cannot be scheduled.
- 3Scheduled PDFs are separate from the Weekly Digest and Monthly Performance Review emails, which are not available yet.
Questions about access? Visit the Help Center.
Availability
AvailableAvailable on the Intelligence plan and above.
- Included from
- Intelligence
- Data source
- All connected sources
Related features
Automated Reporting is included in Intelligence
Create an account to set up your business, or compare every plan first.