Save & Share Reports from Explore

Quick Answer: Click the bookmark icon (Save to report) on any Explore chart or table, pick an existing report or create a new one, and click Save. The report appears on your Reports page, where you can share it with your whole company. Saving a card takes under a minute.

Scratchpads vs. Reports

• Scratchpads are private drafts in Explore, saved in your browser on this device

• Reports are permanent, saved in Moselle, and can be shared with your team

Saving a card to a report is how work moves from draft to keeper.

You'll see the word Dashboard on some buttons — for example, Open Dashboard on the Reports page. A saved report and its dashboard view are the same thing: the report is opened as a dashboard of cards.

Save a Card to a Report

1

Click Save to Report

On any chart or table in Explore, click the bookmark icon (Save to report).

2

Choose a Report

In the Save to report dialog:

1. Pick an existing report from the Report dropdown — reports shared with your company are marked "(shared)"

2. Or select + Create new report… and enter a name, e.g. "Weekly Trading Review"

3

Name the Card and Save

1. Confirm or edit the Card title (required)

2. Add a Description if helpful (optional)

3. Click Save

Success! A "Saved to [report name]" confirmation appears with an Open link. The report is now listed on your Reports page with a Custom badge.

Working with a Saved Report

Open a report from the Reports page (click Open Dashboard on its card). Charts display in a two-column grid; tables display full width.

Card actions (if you have edit access):

Action	What it does
Move up / Move down	Reorder cards
Edit card (pencil)	Reopen the card in Explore to change it with Mo
Delete card	Remove the card from the report
Download CSV (tables)	Export the table's data
Incorporate Into Forecast	Send the card's findings to Mo for demand planning — see below

Report actions (from the report header and its … menu):

• Download report — export the whole report

• Settings — rename and manage the report

• Share with company / Make private — control who can see it

• Duplicate — copy the report

• Delete dashboard — remove the report entirely

Reports are private to you until you share them. Teammates viewing a shared report see it read-only and can use Duplicate to edit to make their own editable copy.

Edit a Saved Card

1. Open the report and click the pencil icon on the card

2. Explore opens in edit mode with an "Editing [card] in [report]" banner

3. Ask Mo for the changes you want

4. Click Save to update the card — or Cancel to leave it unchanged

Nothing changes on the report until you click Save.

Incorporate a Report's Findings Into a Forecast

Any card on a report can feed your demand planning:

1

Click Incorporate Into Forecast

On the report card, click Incorporate Into Forecast (sparkles icon).

2

Pick a Forecast

Choose a forecast from the dropdown — your default forecast is tagged Master — or select No specific forecast for a general conversation.

3

Click Update Forecast

Mo opens, reads the data behind the card, summarizes the key findings, and proposes a plan for factoring them into your forecast. You stay in control — review Mo's plan and apply what makes sense.

Incorporate Into Forecast never changes your forecast on its own — it starts a conversation with Mo where you review and approve any adjustments.

Frequently Asked Questions

Who can see my reports?

Answer: Only you, until you choose Share with company from the report's menu. Shared reports are visible to everyone in your Moselle account.

Can a teammate edit my shared report?

Answer: Shared reports are read-only for others. Teammates can select Duplicate to edit to work on their own copy.

Do saved report cards stay up to date?

Answer: Yes — cards pull live data each time the report is opened, so a report you saved last month shows current numbers today.

I saved a card — where did it go?

Answer: Open the Reports page from the sidebar and look for your report among the Custom cards. Click Open Dashboard to view it.

Related Guides

🧭ExploreBuild Charts & Tables in ExploreRefine Your Forecast