Share Reports

Share financial reports with your team, investors, or accountant.

Share financial reports with stakeholders who need visibility into your business performance.

#Share a report

  1. Go to Overview or the specific report you want to share
  2. Click Share
  3. Choose sharing method:
    • Link: Generate a shareable URL
    • PDF: Download to send manually
    • Email: Send directly from LUMA

Generate a link that anyone can view:

  • Link is private by default (only people with the link can access)
  • Optional password protection
  • Set expiration date
  • Password: Require a password to view
  • Expires: Auto-disable after a date
  • Permissions: View only (no editing)

#PDF export

Download a PDF for:

  • Sending via your own email
  • Printing for meetings
  • Archiving for records

PDFs include:

  • Report data as of export time
  • Your business branding
  • Date range and filters applied

#What you can share

#Overview dashboard

High-level metrics:

  • Revenue
  • Profit
  • Burn rate
  • Runway

#Specific reports

  • Revenue by period
  • Expense breakdown
  • Profit and loss
  • Cash flow

View and manage your shared reports:

  1. Go to Settings
  2. See all active shared links
  3. Revoke or update as needed

#Use cases

#For investors

Monthly or quarterly overview showing:

  • Revenue growth
  • Burn rate
  • Runway

#For accountants

Detailed transaction exports and reports:

#For partners

Specific project reports:

  • Time tracked
  • Revenue generated
  • Outstanding invoices

#Tips

  • Set expiration dates for sensitive reports
  • Use passwords for extra security
  • Review shared links periodically and revoke unused ones