Reports

​

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

This feature is particularly useful for sharing updates with executives, stakeholders, or team members who prefer email updates over logging into the platform directly.

​

How to create a report

​

Via a dashboard

1. Navigate to the dashboard you want to base the report on.
2. Click on the Schedule button in the top right corner.
3. Set the delivery frequency of the report.
4. Select the recipients of the report.
5. Choose a subject and whether to add an optional message.
6. Click on Create.

Your report is now scheduled and can be accessed via the Reports page in the sidebar or by clicking on Manage reports in the top bar of the dashboard page.

​

Via the reports page

1. Navigate to the reports page by clicking on the Reports menu item in the sidebar.
2. Click on the New button.
3. Select the dashboard you want to include in the report.
4. Set the delivery frequency of the report.
5. Select the recipients of the report.
6. Choose a subject and whether to add an optional message.
7. Click on Create.

Your report is now scheduled and can be accessed via the Reports page in the sidebar or by clicking on 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 select Pause. To activate it again, click on Activate.
• Subscribing to a report: To subscribe or unsubscribe to a report, click on the ellipsis ... in the row of the report and toggle the Subscribe 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.