Scheduled Reports
We’re excited to announce the launch of one of our most requested features — Scheduled Reports!
Automate your Insights
You can now schedule reports to run automatically on a recurring basis in LuLu — so your latest data and insights are always ready when you need them.
Here’s how it works:
• Schedule upon creation — When creating a new report, simply set it to run at your desired cadence (e.g., daily, weekly, monthly, etc.)
• Schedule existing reports — Already have a report you love? Turn it into a scheduled report with just a few clicks.
Email Notifications for Completed Reports
You’ll now receive an email notification each time a report run completes — whether it’s scheduled or one-time.
Why It Matters
This feature ensures your key metrics and performance updates are always fresh, consistent, and on time — whether you’re tracking peer benchmarks, portfolio performance, or risk trends.
Automate your insights — and make reporting one less thing to think about.
We’d love your feedback as you start using it!