Mo Custom Reports

Quick Answer: To create a custom report, open Mo and describe the data you want to see. Mo surfaces a live data table directly inside Moselle — refine it by continuing the conversation, then export to CSV when it's ready.

What is Custom Reporting in Mo?

Custom Reporting is a conversational reporting feature in Mo that lets you request any view of your Moselle data in plain language. Instead of navigating preset reports, you describe what you need and Mo builds it as an interactive table — right inside the platform.

Key Benefits

• Your data, your way: Get the exact slice of data you need without configuring report builders or writing queries

• Live data: Reports pull from your current Moselle data, so results are always up to date

• Conversational refinement: Adjust filters, groupings, or columns by simply continuing the conversation

• Export-ready: Download the final table as a CSV when it's exactly what you need

Prerequisites

Time Required: 2–5 minutes Difficulty: Beginner

Before you begin, make sure you have:

• An active Moselle account with data connected

• Access to the Mo page (available on all plans)

How to Build a Custom Report with Mo

1

Open Mo

Click Mo in the left sidebar to open the Mo chat page.

2

Describe the Report You Want

Type your request in plain language. Be specific about what data you want to see, how you want it grouped, and any filters that apply.

Example prompts:

• "Show me sales by SKU for the last 30 days, sorted by revenue"

• "Which products are below their reorder point right now?"

• "Give me a breakdown of inventory value by warehouse"

Mo will process your request against your live data and surface a table directly in the chat.

3

Review the Table

The report appears as a table inside the platform. Review the columns, rows, and values to confirm it matches what you need.

If the table isn't quite right, don't start over — just continue the conversation to refine it.

4

Refine Conversationally

Adjust the report by describing what you'd like to change. Mo will update the table in the same conversation thread.

Example refinements:

• "Can you add a column for days of stock remaining?"

• "Filter this to only show products with sales above 50 units"

• "Group by supplier instead of SKU"

5

Export When Ready

Once the report is exactly what you need, click the Export button above the table to download it as a CSV file.

Your report is saved to your device and ready to share with your team or import into other tools.

Tips for Better Custom Reports

• Be specific: The more detail you give Mo (date range, metric, grouping), the more accurate the first result

• Iterate: Use follow-up messages to narrow filters or add columns rather than restarting

• Save useful prompts: If you run the same report regularly, save the prompt to your Favourite Prompts for one-click reuse

Save Your Favourite Prompts

Frequently Asked Questions

What data can Mo include in a custom report?

Mo can report on any data available in your Moselle account, including sales, inventory, forecasts, purchase orders, and catalog information.

How current is the data in Mo's reports?

Reports reflect your live Moselle data at the time you ask. For the most up-to-date results, simply re-run the prompt in a new session.

Can I save or schedule a report for later?

Currently, reports are generated on demand. To run the same report again quickly, save the prompt to your Favourite Prompts.

What format does the export use?

Reports export as a CSV file, compatible with Excel, Google Sheets, and most BI tools.

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