Putting together a monthly business review used to mean an hour of copy-pasting numbers from six different dashboards into a slide deck. The Reports tool does it in minutes.

What It Does

Reports pulls data from all your connected sources — analytics, SEO, ads, email, revenue — and formats it into clean, professional reports:

• Monthly performance reports — automated summary of all key metrics
• Custom report builder — choose which data sources and metrics to include
• AI-powered summaries — automatically generated insights and commentary
• PDF export — download finished reports for sharing or archiving
• Email delivery — schedule reports to be automatically emailed to you (or your team)
• White-label options — for agencies sharing reports with clients

Why This Matters for Your Business

The businesses that review their numbers regularly outperform the ones that don't. That's not a motivational statement — it's a consistent pattern across every business I've worked with over 24 years.

The reason most entrepreneurs don't do regular business reviews? It takes too long. The Reports tool removes that excuse. Your monthly numbers are ready in minutes, not hours.

For agencies and consultants, Reports becomes a client-facing deliverable: professional, branded, and generated automatically without hours of manual work.

Inside the Portal

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Automate your business performance reviews. Join the Implementation Club and generate your first automated report.