The reporting feature is available to all customers with a
Pro
plan or higher.What are reports and why use them?
Reports are automated snapshots of your dashboards that can be sent out via email on a recurring basis. They allow you to keep your team and stakeholders informed about KPIs and other insights without requiring them to log into Mooncamp. Furthermore, reports are a great way to maintain consistent communication about strategy performance and goal progress across your organization, fostering transparency and alignment. With reports, you can:- Schedule regular dashboard exports to be delivered automatically via email
- Set custom delivery frequencies
- Define specific recipients who should receive the reports
- Include an optional message in the email
- Maintain consistent communication about strategy performance and goal progress across your organization
How to create a report
Via a dashboard
- Navigate to the dashboard you want to base the report on.
- Click on the
Schedule
button in the top right corner. - Set the delivery frequency of the report.
- Select the recipients of the report.
- Choose a subject and whether to add an optional message.
- Click on
Create
.
Manage reports
in the top bar of the dashboard page.
Via the reports page
- Navigate to the reports page by clicking on the
Reports
menu item in the sidebar. - Click on the
New
button. - Select the dashboard you want to include in the report.
- Set the delivery frequency of the report.
- Select the recipients of the report.
- Choose a subject and whether to add an optional message.
- Click on
Create
.
Manage reports
in the top bar of the respective dashboard page.
How to edit, pause or subscribe to a report
- Editing a report: Simply navigate to the
Reports
page and click on it to edit the report settings. - Pausing a report: Click on the ellipsis
...
in the row of the report you want to pause and selectPause
. To activate it again, click onActivate
. - Subscribing to a report: To subscribe or unsubscribe to a report, click on the ellipsis
...
in the row of the report and toggle theSubscribe
switch.
How to delete a report
To delete a report, click on the ellipsis...
in the row of the report you want to delete and select Delete
.