Send the report to the client

This page walks you through sharing the interactive report of an inspection with your client. Lumos offers two send modes suited to your communication style.

Start the sharing

From a project’s record, the Quick Actions panel on the right shows the Send report to client button. Click it.

A modal opens, titled Send report to client:

• A Select inspection dropdown lists all inspections of the project (for example INS-2026-0504-111-1 — 2026-05-05, INS-2026-0504-111-2 — 2026-05-04).
• Choose the inspection whose report you want to share.
• Buttons Cancel and Generate report link.

Click Generate report link. Lumos creates a unique link and an access code, then opens the Share Interactive Report modal with two send modes.

Mode 1 — Send by email

This is the default mode. Lumos pre-fills an email to send to your client:

• To field — the client’s email address (to enter or pre-filled from the project’s contact).
• Subject field — the email subject.
• Email body pre-filled with a standard report-sending text:
  • Greeting
  • Mention that the report is available
  • Link in the format inspector.lumos.property/myreport/<slug>
  • Alphanumeric access code
  • Invitation to ask questions
  • Signature with your contact details (name, business, phone, email)

The email is editable before sending. If you want to add a personal note or adjust the wording, do it in the text area. Click Send email when ready.

Mode 2 — Copy and share

For cases where you prefer to use your own communication channel (personal email, secure messaging, in person). Lumos shows:

• The Report URL with a copy button.
• The access code with a copy button.

You grab both and forward them through your channel of choice. Lumos’s tip: “You can send this link directly to your client by email, or copy the URL and access code into your preferred communication method.”

Multiple inspections in the same project

If your project contains several inspections (for example an initial inspection and a re-inspection after work), each inspection has its own link and access code. To share multiple inspections, open the Send report to client modal once per inspection.

Step-by-step

See also

• The interactive web report — what your client sees when they click the link
• The client experience — the secure access page and branding
• Open tracking and post-delivery follow-up
• Business Configuration > Quote & Invoice — where the email template is configured