Add customers

Moxy automatically creates your company as a customer for the Report Packs you have subscribed to. To add the customers that you want to run the report for, navigate to your Reporting home page (the Reports tab).

Adding a customer

  1. click the ‘Add Customer’ button on the Reporting home page
  2. enter the name of your customer
  3. choose the Report Pack you want to add for the customer.
    (For customers that will have multiple reports run, you can add additional reports using the drop-down list on the Reporting home page and clicking     ‘Add’)
  4. click ‘Add Customer’, or cancel to do this at a later date

Repeat these steps for all your customers.

And now you’re ready to configure your data sources.


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