Client reporting software
Client reports that show the work.
Stop shipping PDFs your clients skim. Ship branded report decks built from connected data, with an AI-written narrative and a client portal for the weeks in between.
app.luminainsights.co/reports/monthly/edit
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Sample data · AI deck composer
Granite Direct — Q3 review
Schedule PDF Send
- ✓BrandKit extracted from granite-direct.co.uk
- ✓Gather14 metrics from 3 platforms
- ✓AnalyseVisibility fell; appeal held
- ComposeWriting slide 7 of 12
- Save
Quarterly review
Executive summary
2,322
407k
19.2
57.9%
Visibility is the root of the decline
Organic search
04
Where the traffic lands
Homepage480
Worktop overhang224
Composite countertops204
Writing slide 7…
Why Lumina
The reporting platform agencies actually keep.
6 report templates
SEO, PPC, analytics, executive summary, multi-channel and agency performance. Start from one and make it yours.
AI-written narrative
Executive summary in each client's brand voice, with every number checked against the source.
Portal, PDF or PPTX
Clients read reports in their portal, or you export to PDF or editable PPTX.
Scoped client logins
Each client sees only their own dashboards, reports and insights.
White-label
Your logo, colours and favicon. "Powered by Lumina" can be removed.
Scheduled delivery
Daily to quarterly, per client, with an approval hold before sending.
FAQ
Answers to common questions.
Not yet. Lumina has no CRM integrations today. Outbound webhooks can push events to your own systems.
Yes. Scheduled reports can wait on an approval hold, so nothing reaches a client until someone on your team signs it off.
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Build your next client report with Lumina.
Connect your data. Pick a template. Add your branding. Hit send.
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