Scheduled delivery
Reports go out on schedule.
Daily, weekly, monthly or quarterly, per client. PDF or signed share link, with AI drafts held for your approval before they send.
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
Daily to quarterly
cadence
PDF + PPTX
formats
Approval
hold before sending
Signed
links that expire
What's inside
Every capability you need, one unified feature.
Flexible cadence
Daily, weekly, monthly or quarterly, per client.
Approval hold
Scheduled reports wait for an approver before they send.
PDF + share link
Send a PDF, or a signed link that expires.
Branded email
In your branding, sent from Lumina's address.
How it works
From setup to shipped, in four steps.
01
Pick template
Start from any client report.
02
Set cadence
Daily, weekly, monthly or quarterly.
03
Approve
Reports are held for approval before they send.
04
Ship
The client receives a branded report on the schedule you set.
FAQ
Questions, answered.
Yes. Each workspace has its own schedule.
Related features
Solutions
Ship your next client report with Lumina.
Connect your data. Pick a template. Add your branding. Hit send.
14-day free trial · No credit card · Live onboarding included