Client reporting software
Client reports that retain accounts.
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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.
9 templates
SEO, PPC, social, ecom, cross-channel. Fork and brand.
AI-drafted narrative
Executive summary in your tone, before you open the tab.
Portal + PDF
Same template, two formats. Clients pick.
In-report comments
Clients ask questions inside the report. Retention goes up.
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Scheduled delivery
Weekly, monthly, quarterly. Per client.
FAQ
Answers to common questions.
Yes. HubSpot, Salesforce, Pipedrive natively. Others via API.
Yes. Per-client approval queues, or auto-send for trusted reports.
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