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You can use reports in MSPbots to share data MSPbots has a reports feature that lets you generate reports that can be shared with key members in of your organization for making to help them make data-driven decisions. This page discusses how you can create a report and configure it to send specific relevant data to identified specific individuals at a set according to a pre-defined schedule. 

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Reports are important tools for leaders and teams to communicate in communicating critical information to clients and within among teams. These MSPbots reports contain a summary summaries of historical data used and metrics useful in making data-driven decisions and can be shared externally with clients or internally within teams via scheduled reporting or manual PDF generation. With reports, you can identify trends, diagnose problems, and make necessary adjustments to improve areas like capacity planning, communication, cost management, and overall performance.

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1. Open the MSPbots app as administrator.
2. Navigate to Dashboards on the menu and click the New Dashboard button.
3. Select Report.
   
4. On the Add New Dashboard window, 
   1. Give the new report a name.
   2. Select the roles that will have access to the report. 
   3. Select one or multiple tags to label the new report you create.
   4. Provide a description of the report being created.
   5. Click Continue. This opens a tab for the new report.
      
5. On the new report tab, click Add Widget. This opens the Add Widget window.
   
6. Next, on the Add Widget window that appears, you can also create new widgets as needed or select the widgets that you want to appear in the report from the Widgets List or Slicer List.
   
7. Click the Add Selected button.The selected widgets will now appear on the report you have just created.
8. If needed, you can also configure the Report's Size (A4/letter) and Orientation (portrait/landscape).
   
9. Click the Save Dashboard button when done. 
   
   
   
   • If you do not want to save this report, click Cancel.
     
10. The new report you have just created will now appear.
    
11. Other optional settings:
    • Design - Click  to configure the widgets, size, and orientation of the report.
    • Edit - Click to edit the basic information of the report.
      
    • Refresh - Click  to refresh all widgets. Hovering here for 2 seconds will open the auto refresh settings.
      
      

      Tip

      When the auto-refresh feature is enabled and the refresh interval is set, the following rules will apply: Upon switching back the dashboard page: If the current time is equal to or later than the last refresh time plus the auto-refresh interval, the page will automatically refresh, and a new countdown will start from the current time. If the current time is earlier than the last refresh time plus the auto-refresh interval, no action will be taken. The page will automatically refresh once the set interval is reached. While staying on the dashboard page, it will adhere to the auto-refresh interval you have set and automatically refresh at the specified time. Once you switch away from the dashboard page, the auto-refresh of the page will stop. For example, let's say the last refresh time was 9:00, and the auto-refresh interval is set to 5 minutes. If you access the report page at 9:08, which is later than 9:00 + 5 minutes, it will automatically refresh once, and the new auto-refresh timer will initiate from 9:08. Please note that it will not automatically refresh at 9:05. If you access the report page at 9:02, which is earlier than 9:00 + 5 minutes, no action will occur. If you remain on the page until 9:05, it will automatically refresh at precisely 9:05. However, if you leave the page before 9:05, the last refresh time will remain as 9:00.

    • Share - Click  to share the report. It supports sharing through a shareable link, snapshot, and embedding. Please refer to:
      • How to Share a Dashboard Using the Shareable Link Function
      • Sharing a Dashboard Using the Snapshot Function
      • How to Share A Dashboard Using the Embed Function (HTML)
        
    • Delete - Click  to delete the report.
      
    • Schedule report -Click the Schedule report button to access the New Schedule page.
        
    • Export PDF - Click  to export the report in PDF format.

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