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To share dashboards across different roles with varying permissions, users can utilize the share function of the MSPbots dashboards where there is an option to share reports in JPG or PDF formatsformat.  This article suggests a way to share sharing financial dashboards with non-financial admin users without changing existing permissions. by sending JPG or PDF copies of the report.  

Before you start, make sure that you have the following:

  • Access to the MSPbots Dashboards
  • The email address(es) to where the reports report will be sent


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How to Send JPG or PDF Copies of Reports via Email
How to Send JPG or PDF Copies of Reports via Email

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