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You can use reports in MSPbots to share data with key members in your organization for making data-driven decisions. This page discusses how you can create a report and configure it to send specific data to identified individuals at a set schedule. 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

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the benefits of using

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reports?

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Leaders rely on reports to communicate important Reports are important tools for leaders and teams to communicate critical information to clients and within teams. These contain a summary of historical data used in making data-driven decisions and can be shared 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 within with teams via scheduled reporting a link 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.format following a reporting schedule. 

Relevant applications and permissions 

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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 

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Do the following to set up your report: 

1. Open the MSPbots app as administrator.
2. Navigate to Dashboards Dashboards on the menu and click the New Dashboard button. 
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3. In the Dashboard window, select Select Report.
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4. On When the Add New Dashboard window opens, do the following: 
   1. Give the new report a name.
   2. Enter your dashboard's name in the Name field. 
   3. Click the Role dropdown menu and select Select the roles that will have access to the reportdashboard. 
   4. Select Click the Tag dropdown menu and select one or multiple tags to label the your new report you createdashboard. Provide a description of the report being created.
   5. Next, provide a Description for your dashboard. 
   6. Click Continue. This opens a the tab for the your new reportdashboard. 
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5. On When the tab for your new report tabopens, click Add Widget. This opens the Add Widget window.
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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.
   Image Removed, click Widgets List and select the widgets to show in your report. 
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   _{*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 selected widgets will now appear on in the new report you have just created. 
8. Optional: If needed, you can also configure the Reportmodify your report's Size (A4/letter) and Orientation (portrait/landscape).
   Image RemovedClick the Save Dashboard button when done. 
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   • If you do not want to save this report, click Cancel.
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9. The new report you have just created will now appear.
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Other optional settings:
10. Design - Click Image Removed to configure the widgets, size, and orientation of the report.
11. Edit - Click Image Removedto edit the basic information of the report.
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Refresh
12. size and orientation. Click the Size dropdown menu to select A4 or letter, and click the Orientation dropdown menu to select portrait or landscape. 
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13. Click Save Dashboard to save the settings.
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    The new report will appear under My Dashboards.
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What other actions can I do on my report's page?  

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• 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 Added.
• Refresh the data on your report - Click Image Modified to refresh all widgets. Hovering

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• over the refresh icon for two seconds will open the auto-refresh settings.

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  Info
  title Widget Auto-refresh Rule
  The following rules apply once

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• the auto-refresh feature is enabled and the refresh interval is set

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• :

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• 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

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• refresh automatically. A new countdown will start from the current time.

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• Example: The last refresh time

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• is 9:00 and the auto-refresh interval

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• 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

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• and the auto-refresh interval is set to 5 minutes.

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• Using the same example, the dashboard will not refresh if you access it at 9:02, which is earlier than 9:00

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• and the set refresh at 5 minutes

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• . If you

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• stay on the page until 9:05,

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• the dashboard will automatically refresh at

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• 9:05. However, if you leave the page before 9:05, the last refresh time will remain

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• 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 Modified to share the report

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• via shareable link, snapshot, and embedding.

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  For more information on sharing your report; refer to the following pages:
  • 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)

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• • 
    
• Delete

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• your report by clicking Image Added.
• Create a schedule for sending your report. Click the Schedule Report Image Added 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 Added 

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• to export the report in PDF format.

  How to Create a New Schedule

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  Navigate to Dashboards on the menu and open the report that needs to be configured for a new schedule.
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  Click Image Removedthe Schedule report button to access the New Schedule page.
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  • If there haven't been any previously scheduled reports, click Image Removedthe Create a New Schedule button on the Scheduled tab or Image Removedthe + New button to enter the New Schedule dialog box and create a new schedule.
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  • If there have been previously scheduled reports, the Scheduled tab will display the existing scheduled reports. To create a new one, click Image Removedthe + New button to enter the New Schedule dialog box and create a new schedule.
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  Email recipient(s) - Select the email recipients from the dropdown menu. Click on CC or BCC to add additional technical personnel for carbon copy or blind carbon copy. Multiple selections are supported.

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  • • 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.
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      Tip

      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. Image Added Image Added 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

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  • filtered dashboard for the associated company of each recipient

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  • . 
    • This option only appears when there

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  • • is a slicer with QueryParams="Company" in the

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  • • dashboard. 
    • If you

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  • • select this option, scheduled reports will be sent with filters

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  • • according to the recipients' mapped company.

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  • • For this

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  • • , you need to configure the PSA

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  • • by selecting an option from the PSA dropdown menu. The available options

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  • • are Autotask, ConnectWise, Kaseya, Syncro, and Halo.

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  • Save Slicer

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  • . This option only appears when

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  • the dashboard

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  • has a slicer, excluding the

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  • Company

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  • slicer .
    

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    The

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  • Save Slicer option is

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  • ON by default. When

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  • this optio is

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  • ON, the current slicer selection

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  • is saved and applied to the scheduled reports.
    The slicers displayed

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  • in your dashboard are set during dashboard creation. If you need to modify the slicers,

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  • go to the

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  • dashboard

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  • and click Design > Add Widget to add or delete slicers.
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  • Set the frequency for sending scheduled report emails.
  • You can also customize the time zone here, which means you can set specific report times based on different locations and preferences, making it easier for you to manage and schedule reports worldwide.
  •  If you want to customize the frequency, select Advanced Scheduler for more options.

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  • Include PDF Attachment - This option is selected by default, which means that the scheduled reports will be sent in PDF format.

  • Include Shareable link - If you check the Include Shareable link checkbox, the token {{report_link}} will automatically be added, and the shareable link of the dashboard will be included as an attachment in your email. The placeholder {{report_link}} represents the actual dashboard link.
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  • View logs. Click the Log tab to view the record of the sent schedule reports, including the following information.
    • Status
    • Report Name
    • Sent Timestamp

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  Info

  Token Descriptions {{recipient_company_name}} is for the recipient's company name. {{recipient_name}} is for the recipient's full name. Use first name and last name if the full name is not available. {{report_name}} is for the dashboard's name.  {{report_owner_name}} is for the dashboard owner's name. {{report_owner_email}} is for the dashboard owner's email address. {{report_link}} is for the dashboard link. {{your_company_name}} is for the sender's company name.Select a token for the email subject from the list.  Image Removed If your PSA is selected, the values for {{recipient_company_name}} and {{recipient_name}} can be obtained from Autotask, ConnectWise, Kaseya, Syncro or Halo's contact data. If your PSA is not selected or the values for {{recipient_company_name}} and {{recipient_name}} cannot be obtained, set these values to null.

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  • • Recipients
    • Saved Slicer(s)
      

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  • Edit - Click Edit to modify the information of the scheduled report. Once you're done, click Save.
  • Send Now - Click Send Now to immediately send the scheduled report email to the recipients.
  • Send To Me - Click Send To Me to send the scheduled report to your email. You can use this option to preview the report before sending it to clients or teams. 
  • Delete - You can delete the scheduled report by clicking Delete and confirming when prompted.
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  Related Topics 

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  Click on Log to view the record of the schedule reports sent, including the following information.

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