Feature · Reports & Exports

Hand your client a report. Not a spreadsheet.

You tracked their brand across every AI engine for a quarter. The work is real. Then reporting day comes and you're screenshotting dashboards into slides at 11pm. Truffle ships the deliverable itself: a one-page executive summary, an 8–12 page client review, and the raw export underneath. One click, any date range, straight from the tracking data you already have.

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Illustrative data · demo brand "Flowmetrics"

Why this lands on your desk in 2026

Your client doesn't buy tracking. They buy the moment once a month when someone explains what happened and what to do next. Right now you assemble that moment by hand: screenshots pasted into slides, numbers retyped into a deck. It's about to get harder, because the channel you have to explain is the one nobody has a report format for yet. If your reporting doesn't cover AI answers, your client assumes you're not working on them.

94%

94% of enterprise CMOs and digital leaders plan to increase their AEO investment in 2026. They already put 12% of digital budgets there. That money is someone's line item to defend, and the report is how you show it did something.Conductor, "The State of AEO/GEO in 2026: CMO Investment Report" (250+ C-suite/VP leaders at 500+ employee US orgs), January 2026. Vendor research; sample and method disclosed.

What an AI visibility report is

An AI visibility report is the client-facing document built from your tracking data: where the brand stands in AI answers, how that moved, who is beating it and where, which sources the AI engines cited, and the to-dos that follow. Truffle generates it in three formats, because the CMO, the account team and the analyst each need a different one.

How the report comes out

Executive summary: A 1-pager: visibility score, key recommendations, competitor delta. For the person who has four minutes.

Client review: An 8–12 page PDF with the full Truffle scan. Commentary slots let you write in your own read of the data. This is the deliverable you present.

Raw CSV / XLSX: Every prompt × LLM × date in one spreadsheet, for your own pivots and downstream tools.

API + Looker Studio: On Agency plans: 5,000 API calls a day and a Looker Studio connector, so AI visibility lands in the dashboard you already report from.

Screenshots pasted into slides

Hours per client, every cycle. Numbers get retyped and drift from the source. Charts arrive at whatever resolution the screenshot gave you. Nothing in the file is reusable next quarter, so you rebuild it from scratch, then do it again for the next client.

A real client-ready report

One click from any date range. The numbers come straight from the data. The layout holds consistent quarter to quarter, your commentary sits where it belongs, and every finding has the verbatim AI answer behind it in the appendix. The hours go into the analysis.

How it works in three steps

From a tracked project to a PDF you can put in front of a client, without opening a slide editor.

The data is already there

Truffle runs your prompts daily across ChatGPT, Claude, Gemini, Perplexity, Google AI Overviews and Google AI Mode. By reporting day the period is already tracked. You're not kicking off a scan and hoping it finishes before the call. You're choosing which window to show.

Pick a date range and a format

Choose the period you're reporting on, then the format: executive summary for the 1-pager, client review for the full 8–12 page PDF, or the raw CSV / XLSX if you're feeding another tool. Truffle builds it from the daily tracking data already in the project.

Add your commentary and send

The client review leaves commentary slots open next to each chapter for your read of the quarter, in your voice. That's the part the client is paying for, and the only part Truffle doesn't try to write for you. Fill it in, export, send.

The report your client actually reads

Chapter by chapter, the client review answers the four questions every stakeholder asks. Where do we stand? Who's beating us? Why? What do we do about it? Then it leaves you room to say what all of that means.

Everything the client asks, in the order they ask it. The score ring on the left is the headline your client remembers: Flowmetrics at 64 AI visibility for the period. The card under it spells out the deliverable. A PDF report, ~10 pages, charts plus the verbatim AI answers, generated 1-click from any date range you pick. To the right, the chapter list fills in as the data lands. The executive summary carries the score, the trend and three key findings. Market ranking puts you against your competitor set, per AI model. Persona analysis shows who wins which buyer type. Cited sources names where the AI engines get their answers. Recommendations become prioritized to-dos across technical, content and PR. The appendix holds the verbatim AI answers as evidence, so a challenged finding has a receipt attached. Underneath sit the export options the mockup lists: 1-click PDF download, share link, CSV raw data. The three tiles carry that further. 1-click reports from any dashboard date range. CSV plus an API, with a Looker Studio connector on Agency plans. And a to-do list, where the recommendations turn into checkable Kanban tasks. Illustrative data for demo brand "Flowmetrics."

Why the commentary slots matter

An auto-generated report with no human voice reads like an auto-generated report, and clients can tell. Truffle stops at the data. It assembles the scan, the ranking, the sources and the recommendations, then hands the interpretation to you. The client is paying for your read of the quarter, so the report should carry it in your words.

What you get with Truffle reports

Every capability below ships today. Nothing here is a roadmap promise.

1-pager

Executive summary: visibility score, key recommendations and the competitor delta on a single page, for the stakeholder who has four minutes.

8–12 pages

Client review PDF: the full Truffle scan, chapter by chapter, with commentary slots you fill in with your own analysis.

CSV / XLSX

Every prompt × LLM × date in a single spreadsheet. Pivot it, chart it, or push it into your own reporting stack. On every plan.

API · 5,000/day

On Agency plans: a 5,000-calls-a-day API plus a Looker Studio connector, so AI visibility lands in the dashboard you already report from.

Any range

Generate from any date range you pick: a month, a quarter, or everything since kickoff. It builds off the daily tracking data already in the project.

Evidence

The appendix carries the verbatim AI answers behind every finding, so a challenged number has a receipt attached.

Frequently asked questions

What formats do reports come in?

Three. The executive summary is a one-page PDF carrying the visibility score, the key recommendations and the competitor delta. That's the one for a CMO or a board update. The client review is an 8–12 page PDF containing the full Truffle scan, with commentary slots for your own analysis; that's the presentation deliverable. The raw export is CSV or XLSX with every prompt × LLM × date in one spreadsheet, for downstream tools. Same underlying data at three levels of depth.

Can I put my own branding on the report?

Not as a plan feature. It isn't a toggle you'll find on Starter, Pro or Agency. White-label deployments are available for agencies and resellers on custom agreements. Talk to us. In that setup Truffle runs as your own instance with your brand name, logo, colors and domain. The report is a render of that dashboard, so it inherits the same branding. If white-labeled client reporting is the reason you're here, start that conversation before you pick a plan.

Can I schedule reports, or do I generate them manually?

You generate a report on demand: pick a date range, pick a format, export. The tracking data refreshes daily, so the report you pull on the 1st already contains the full previous month. There's no build to wait on. Reporting cadence stays your decision, which also means there's no setting to remember when a client moves their review date.

What's actually in the executive summary?

Three things, on one page. The visibility score for the period and how it moved. The key recommendations, meaning the prioritized to-dos that would move it most. And the competitor delta, where you stand against your tracked competitor set. It's built for the reader who won't open the 12-page version, so it answers "where are we, who's ahead, what next" and stops there.

Can I get the raw data out?

Yes, three ways. CSV or XLSX export is on every plan and contains every prompt × LLM × date combination in the project. That's the full grid: each prompt, each AI engine it ran against, each date, and the result. On the Agency plan you also get an API rated at 5,000 calls a day and a Looker Studio connector, so you can blend AI visibility with your other channels in the dashboard you already report from. The API and connector aren't included on Starter or Pro. See the pricing page for the current boundaries.

How current is the data in a report?

Truffle re-runs your prompts on a daily cycle. It's a daily refresh, not a live real-time stream, so a report generated today reflects tracking through the most recent daily run. That cadence is deliberate. AI answers vary turn to turn, and a daily run gives a client report the stable trend it needs. A live number would jitter between the time you export it and the time they open it.

Stop assembling reports. Start presenting them.

A 7-day trial with the full feature set. Track a client's brand across every AI engine, then hand them a report worth presenting.

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No credit card · cancel anytime · every plan tracks ChatGPT, Claude, Gemini, Perplexity, Google AI Overviews and Google AI Mode.