Delivery and client review, from one report

A report can reach the client as a link, an email or a PDF, and the client can answer inside a private portal.

Ways to deliver

  • A share link that opens the report, and a web version of the same report.
  • An email with the report, sent from the product.
  • A PDF on paid plans, with your agency name and brand color and the summary on top of the metric grids.
  • Schedules on paid plans: weekly, monthly or quarterly, on the day you choose, to the recipients set per client.

What the client can do

Each client has a private portal link. Inside it they can react to a report, ask for a revision and approve the report. You see the request and the approval on your side, and report versions are kept, so it is clear which one was approved.

Your branding

On Pro and Agency the portal can carry your branding, including a custom domain. On Free, reports carry AltoReport branding.

See the review flow with your own client

I can walk you through it on a call or in a chat.

Talk to the founder on WhatsApp