Report Builder is Lumion's self-service reporting tool. Pick a data source, choose the columns you want, filter and sort, then save, share, export, and even schedule recurring exports — no SQL or technical skills required, and every report pulls live data.

Who: Organization Owner, School Owner, or Finance Manager · Where: Insights › Reports

The Reports page has three tabs: My Reports (reports you've created or that are shared with you), Standard Reports (Lumion's pre-built reports), and Scheduled Exports (recurring exports you've set up). Each report row shows its name, description, and last-updated date, with search, filter, and column controls above the table.

1. Click + Create Report (or start from a template). 2. Give it a descriptive name, choose Visibility (Private, Institution, or Organization), pick a Data Source, and optionally add a description. 3. Select columns with the dual-list picker — double-click or drag to add/remove, and drag to set the left-to-right order. 4. Click Create to save.

Each report is built on one pre-built data source. Sources include Payments (amount, date, method, status, settlement, fees) and Contracts (type, origination, amount, program, repayment, status). Availability depends on your subscription and role.

Open a report to see an interactive table — click headers to sort, use the search box to filter, and set page size (10/25/50/100). Use Filters for date ranges, status, amount ranges, and category selectors, and the columns control to show/hide fields.

Set Visibility to control who can view (only the owner can edit). Click Export for CSV or Excel — exports respect your current filters and sort and include all matching rows, not just the current page. To run an export on a recurring basis, set it up under the Scheduled Exports tab.