Lumina
Automated client reporting

Ship every client report on autopilot.

Connect your marketing sources, write a brief or pick a template, and schedule delivery. Lumina composes the branded report deck, checks every number against the connected source, and holds it for your approval before it sends.

app.luminainsights.co/reports/monthly/schedule
Scheduled
Sample data · Schedule & delivery
Monthly performance — August
PreviewSave schedule
Frequency
DailyWeeklyMonthlyQuarterly
Send on
1st of the month
Time
09:00 — Europe/London
Recipients
hello@northsidecoffee.co.ukops@youragency.com+ Add
Next send
1 Sep, 09:00

The report is generated from the latest synced data and emailed as a branded PDF.

Recent deliveries
  • 1 Aug · Delivered
  • 1 Jul · Delivered
  • 1 Jun · Delivered
13
data sources
Daily
sync
plus on-demand refresh
PDF + PPTX
exports
Approval
hold before sending
What's inside

Every capability you need, one unified feature.

AI-composed decks

Write a brief and Lumina builds the report deck in each client's brand voice, editable slide by slide.

6 report templates

Start from a report template, or from a written brief.

Schedule delivery

Daily, weekly, monthly or quarterly. Per-client schedules.

PDF, PPTX or link

Export to PDF or editable PPTX, or share a signed link that expires.

Approval hold

Scheduled reports wait for an approver before they send.

Numbers checked

Every number is checked against the connected source before the deck is saved.

How it works

From setup to shipped, in four steps.

01
Connect data

Most sources connect by OAuth, including Google, Meta, LinkedIn, TikTok, Shopify and Mailchimp. Ahrefs and Semrush use an API key.

02
Pick a template

Start from one of 6 report templates, or write a brief.

03
Schedule

Set the cadence per client. AI drafts the narrative for every send.

04
Edit and approve

Your team reviews and edits in Lumina, then approves the send.

What agencies ship with this
Every number in a deck is checked against the connected source before it is saved
Scheduled reports wait in an approval hold before they send
Share links are signed and expire
Each client's brand voice, logo and colours carry through to their reports
FAQ

Questions, answered.

Yes. Scheduled reports are held for approval before they send.
Yes. Decks are editable slide by slide, and export to PDF or editable PPTX.
Yes. Each client has its own schedule, from daily to quarterly.

Automate your next client report.

Connect your data. Pick a template. Add your branding. Hit send.

14-day free trial · No credit card · Live onboarding included
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