Scheduled delivery
Reports ship on time. Every time.
Weekly, monthly or quarterly, per client. PDF, portal link or branded email, with AI drafts you approve 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
Any
cadence
PDF + live
formats
Human
approval queue
100%
on-time delivery
What's inside
Every capability you need, one unified feature.
Flexible cadence
Weekly, monthly, quarterly, or bespoke.
Approval queues
Optional human approver before auto-send.
PDF + live link
Same template, both formats.
Branded email
Delivered from reports@yourdomain.com.
How it works
From setup to shipped, in four steps.
01
Pick template
Start from any client report.
02
Set cadence
Weekly, monthly, quarterly, bespoke.
03
Configure approval
Auto-send or human approver required.
04
Ship
Client sees branded delivery on time, every time.
FAQ
Questions, answered.
Yes. Each workspace has its own schedule.
Related features
Solutions
Ship your next client report in minutes.
Connect your data. Pick a template. Add your branding. Hit send.
14-day free trial · No credit card · Live onboarding included