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Some users Clients want to share financial dashboards with users with non-financial roles. They want to do this without having to assign users without assigning a financial role to the users. Is there a way to view reports without editing permissions?To share dashboards across different roles with varying permissionsTo do this, users can utilize the share function Schedule Report feature or the Shareable Link feature of the MSPbots dashboards where there are options to share reports via JPG, PDF, or shareable links. 

This article discusses the following: 

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dashboard and share the dashboard between users with different permissions and roles.

This article shows how to use the Schedule Report feature to send a PDF copy of the dashboard via email to share the financial dashboard with non-financial administrators. 

What's on this page:

Prerequisites

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

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• Admin permissions to share

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1. Go to Dashboards and search for the dashboard that you want to share. 
2. Click on the ellipsis icon and select Share from the options. 
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3. Click the Copy button to copy the URL for sharing.
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4. Click Save.
5. You may now share the link via email or any channel. 

How to share a JPG or PDF copy of a dashboard 

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• dashboards

How to Share Financial Dashboards with Non-financial Admin Roles

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• To share reports in PDF format via email, follow the procedure in the Knowledge Base article below: How to Create Scheduled Reporting for Dashboards and Reports.
• Another option is to Share a Dashboard Using the Shareable Link which allows users to view dashboards on their browsers. 

Related Topics

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