Client reporting software
Client reports that retain accounts.
Stop shipping PDFs your clients don't open. Ship branded, connected reports with AI narrative and a client portal they actually log into.
app.luminainsights.co/reports/monthly/edit
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Sample data · Report builder
Monthly performance — August
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AYour agency
Aug 2026Organic clicks grew 11.7% this month, driven by the guides pages. Paid cost per click rose 9%, so we’ve tightened match types going into September.AI draft — edit before sending.
Clicks
28,402
Impressions
1.24M
Avg position
12.4
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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.
White-label
Your brand, your domain, zero Lumina.
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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Ship your next client report in minutes.
Connect your data. Pick a template. Add your branding. Hit send.
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