Know what's working without logging in.
Most operators run blind on the data their CRM is already collecting. The Reporting Layer turns that data into scheduled digests, source breakdowns, and on-demand exports — so you (and your accountant, advisor, or partner) get the answers without a Sunday spent compiling spreadsheets.
The data is already there.
Most reporting tools want you to instrument events, set up funnels, build dashboards, maintain queries. The Reporting Layer skips that — every lead in your CRM is already an event, the source is already tagged, the attribution is already attached. Open the dashboard and the numbers are populated.
- ▸ Live dashboard, populated from day one. Leads over time, status distribution, source breakdown, top campaigns. The cards are there from your first lead onward — no setup, no configuration.
- ▸ Schedule a digest in two clicks. Pick a frequency (daily, weekly, monthly), pick recipients (yourself, partner, advisor), save. The email arrives on its own forever after.
- ▸ Export to CSV when someone needs it. Filtered or unfiltered, current view or full history. For your accountant, your investor update, or just to crunch in Excel.
- ▸ Source attribution that means something. Every lead carries the channel it came from. The dashboard turns that into "the trade show was 4× more efficient than business cards" — without you doing math.
Configurable without being complicated.
The defaults are useful on day one. The four levers below let you tune the reporting to match how your operation actually wants to see itself.
Daily, weekly, monthly — pick the cadence that matches your operating rhythm. Multiple schedules are fine; an investor digest can run on a different day than your team digest.
Send to one address, three, or ten. Yourself, your team, your partner, your accountant, your board. Each report can have its own list. Add or remove anytime.
A digest scoped to one source, one teammate's leads, or one tag. Use it for board updates ("only enterprise leads") or self-checks ("only my unclosed pipeline").
CSV download of any view — current filter, full history, by date range. For your accountant, an investor update, or moving data into another tool.
The questions a busy operator actually asks.
Reporting isn't about charts. It's about getting answers to the questions you'd ask if you had time to look. The Reporting Layer surfaces them without you logging in.
"What came in last week?"
Weekly digest with the leads count, the channels, the team-member breakdown, and a delta vs the prior week. The same view your team is looking at — just delivered.
"Which channel actually works?"
Source attribution becomes a ranked breakdown. Leads from tradeshow_2026 vs business_card vs your QR — with contact and close rates for each. Stop guessing, start cutting.
"What's about to slip?"
Stale-lead surfacing rolls into the digest (Solo Plus and above). Leads sitting in "new" past your threshold rise to the top so the ones at risk of aging out get attention.
"Can I send this to my accountant?"
One CSV export. Filter by date range, source, status — whatever they asked for. Or schedule a recurring export to a recipient who's not in your workspace.
// What's in a weekly digest
Why this beats opening a spreadsheet every Sunday.
Manual reporting works the first three weeks. Then you skip a week. Then you forget what columns you had. Then you stop running the numbers entirely. The Reporting Layer is what survives the third week.
// Manual reporting
- Open the CRM, count things, type them up
- Easy to skip when the week gets busy
- No history — last week's report doesn't compare to this week's
- Sharing means screenshots or copy-paste
- Hard to filter without re-running everything
- "What was our contact rate last quarter?" → no answer
// Your Mojo Reporting Layer
- Reports run on a schedule, in your inbox
- Dashboard always reflects current state
- Period-over-period deltas built in
- Sharing is just adding an email recipient
- Filters are saved and reusable
- History is queryable; date ranges are a click
One subscription. Every system.
These are the Mojo Systems platform plans — every tier includes Lead Capture, the CRM, and the Reporting Layer. What scales with the tier is the depth of reporting: on-demand exports at every level, scheduled digests on Solo Plus and above, multi-recipient and multi-schedule on Team and Growth.
Live dashboard. On-demand exports.
Scheduled digests, in your inbox.
Multi-recipient, per-team views.
Multi-schedule, deeper analytics.
Move between plans whenever your operation needs it — your scheduled reports, recipient lists, and history follow you. Compare full plans →
Open your workspace.
This isn't a wait-list or a sales call. It's the first step of using the product.