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MSPbots offers a reporting feature that enables you to generate reports for sharing with teammates and leaders of your organization. These reports facilitate data-driven decision-making and aid in monitoring your company or team's performance against key metrics. This page guides you in creating and configuring reports to deliver relevant information to specific individuals based on a predefined schedule.

What's on this page:

What are the benefits of using reports?

Leaders rely on reports to communicate important information to clients and their teams. The MSPbots app allows you to create and send reports that summarize historical data, metrics, and trends that can be used for decision-making, problem diagnosis, capacity planning, and performance improvement. You can share these reports externally with clients or internally with teams via a link or PDF format following a reporting schedule. 

Relevant applications and permissions 

You can set up dashboards for all MSPbots apps, BI packages, and applicable integrations. Only users with admin permissions can create dashboards and reports. If you don't have enough permissions, contact your administrator for help. 

How to create a report 

Do the following to set up your report: 

  1. Open the MSPbots app as administrator.
  2. Navigate to Dashboards on the menu and click the New Dashboard button. 

  3. In the Dashboard window, select Report.
    image select report on the dashobard window
  4. When the Add New Dashboard window opens, do the following: 
    1. Enter your dashboard's name in the Name field. 
    2. Click the Role dropdown menu and select the roles that will have access to the dashboard. 
    3. Click the Tag dropdown menu and select one or multiple tags to label your new dashboard. 
    4. Next, provide a Description for your dashboard. 
    5. Click Continue. This opens the tab for your new dashboard. 
      image add new dashboard details

  5. When the tab for your new report opens, click Add Widget. This opens the Add Widget window.
    image add widget to report 
  6. Next, on the Add Widget window, click Widgets List and select the widgets to show in your report. 
    image select widgets for adding to the report
    *The assets in the image are for demonstration only.

    You can also click New to create new widgets to add to your report or click Slicer List to add slicers. 

  7. Click the Add Selected button when you're done selecting widgets and slicers for your report. The widgets will appear in the new report. 
  8. Optional: If needed, modify your report's size and orientation. Click the Size dropdown menu to select A4 or letter, and click the Orientation dropdown menu to select portrait or landscape
    image report orientation 
  9. Click Save Dashboard to save the settings.
    image save dashboard button

    The new report will appear under My Dashboards.
    image new report

What other actions can I do on my report's page?  

  • Adjust the settings - Click the Design button to modify the widget settings and to adjust the report's size, and orientation. 
  • Edit the report's basic information when you click image icon for editing the report.
  • Refresh the data on your report - Click image refresh report icon to refresh all widgets. Hovering over the refresh icon for two seconds will open the auto-refresh settings.
    image refresh report settings 

    Widget Auto-refresh Rule

    The following rules apply once the auto-refresh feature is enabled and the refresh interval is set:

    • If the current time when you open the dashboard is equal to or later than the last refresh time plus the auto-refresh interval, then the page will refresh automatically. A new countdown will start from the current time. 

      Example: The last refresh time is 9:00 and the auto-refresh interval is set to 5 minutes.
      If you access the dashboard at 9:08, it will automatically refresh once and start a new auto-refresh timer at 9:08.

    • If you open the dashboard before the last refresh time plus the auto-refresh interval, the dashboard will not refresh. It will refresh automatically when the set interval is reached. 

      Example: The last refresh time is 9:00 and the auto-refresh interval is set to 5 minutes.
      Using the same example, the dashboard will not refresh if you access it at 9:02, which is earlier than 9:00 and the set refresh at 5 minutes. If you stay on the page until 9:05, the dashboard will automatically refresh at 9:05. However, if you leave the page before 9:05, the last refresh time will remain at 9:00. 

    • The dashboard will follow the set auto-refresh interval while it is open, and the automatic page refresh will stop when the dashboard is closed. 
  • Share your report - Click image share report icon to share the report via shareable link, snapshot, and embedding.
    image share dashboard window 
    For more information on sharing your report; refer to the following pages:
  • Delete your report by clicking image delete report icon.
  • Create a schedule for sending your report. Click the Schedule Report image create a schedule for the report icon for this. Refer to the section on How to Create a Scheduled Report for guided instructions.
  • Export a PDF copy of your report. - Click image export report icon to export the report in PDF format.
    • When it displays Your dashboard was exported successfully, it means that the PDF file has been exported successfully and will be automatically downloaded. You can check the downloaded file in Downloads of your browser.

      If the report contains a slicer with the QueryParams="Company", the exported PDF file name includes the company name obtained from the slicer with QueryParams="Company". For example, if a report has a Company slicer=mspbots, then the exported PDF file name will include the company name mspbots.

      If the report does not contain a slicer with the QueryParams="Company", the exported PDF file name does not display the company name.

  • Send a filtered dashboard for the associated company of each recipient. 
    • This option only appears when there is a slicer with QueryParams="Company" in the dashboard. 
    • If you select this option, scheduled reports will be sent with filters according to the recipients' mapped company. For this, you need to configure the PSA by selecting an option from the PSA dropdown menu. The available options are Autotask, ConnectWise, Kaseya, Syncro, and Halo.
  • Save Slicer. This option only appears when the dashboard has a slicer, excluding the Company slicer .
    image save slicer in dashboard
    The Save Slicer option is ON by default. When this optio is ON, the current slicer selection is saved and applied to the scheduled reports.
    The slicers displayed in your dashboard are set during dashboard creation. If you need to modify the slicers, go to the dashboard and click Design > Add Widget to add or delete slicers.

  • View logs. Click the Log tab to view the record of the sent schedule reports, including the following information.
    • Status
    • Report Name
    • Sent Timestamp
    • Recipients
    • Saved Slicer(s)
      image scheduled report log

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