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What's on this page

What are

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the benefits of using

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reports?

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Reports are important tools for leaders and teams in communicating critical information to clients and among teams. With the MSPbots app, you can create and send reports that contain summaries of historical data, metrics, and trends useful in decision-making data-driven decisions, problem diagnosis, capacity planning, and overall performance improvement. You can share these reports externally with clients or internally within teams via scheduled reporting or manual PDF generation. 

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.
    
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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   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 with selecting widgets and slicers for your report. The selected widgets will now appear on the 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 Removedsize 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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9. Click the Save Dashboard button when done. 
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   If you do not want to save this report, click Cancel.
   Image Removed to save the settings.
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   The new report you have just created will now appear under My Dashboards.
   Other optional settings:Design - Click Image Removed to configure the widgets,

What are the actions I can 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

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• . 
• Edit

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• 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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• : 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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• 
  
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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 Modified to export the report in PDF format.

Anchor
#schedulereport #schedulereport

How to Create a

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Scheduled Report 

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You can configure reports to send according to a predefined schedule. Follow these steps: 

1. Open the MSPbots app as administrator. 

2. Navigate to Dashboards on the menu and open the report that needs to be configured for a new schedule.
   

3. Click Image Modifiedthe Schedule report button Report icon to access the New Schedule Report page. 
   

4. If there haven't been any previously scheduled reports

   Next, click

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   the

   Create a

   +New

   Schedule

   button

   on the Scheduled tab

   or

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   the

   +

   Create a New

   button to enter

   Schedule button. Both actions will open the New Schedule

   dialog box and create a new schedule

   window.
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   If there have been previously scheduled reports,

    
   
   

   Info
   Existing scheduled reports are found in 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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   like the example in the image below.  Image Added

5. Enter (Optional) Schedule Name - Please provide a unique schedule name . Recipients' names in the New Schedule window. The recipient's name will be used as the default Schedule Name if the field is left blank. 
   
   Delivery options -

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   The default Delivery option is to send via email.

   Currently, there

   There is no support for other options or customization at this time.

   
   

6. Go to the 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.

   • (Optional)Send filtered dashboard for the associated company of each recipient:

     • This option only appears when there's a slicer with QueryParams="Company" in the Dashboard.
     • If you check the option, scheduled reports will be sent with filters specific to the recipients' mapped company. In this case, you need to configure the PSA by selecting an option from the PSA dropdown menu. The available options are: Autotask, ConnectWise, Kaseya, Syncro, Halo.

7. (Optional) Save Slicer:

   • This option only appears when there are slicers in the dashboard (excluding the "Company" Slicer).
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   • The default setting for the Save Slicer option is on. When it is turned on, the current slicer selection will be saved and applied to scheduled reports.

   • The slicers displayed here are the ones you added when creating this dashboard. If you need to modify the slicers, please go to the page of this dashboard, click Design > Add Widget to add or delete slicers.
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8. Frequency:
   • 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.

9. dropdown menu and select the emails of the individuals you want to send the report to. You can select multiple email addresses. 
   

10. Next, scroll down and set the Frequency for sending the report.
    • If needed, customize the time zone according to different locations and preferences worldwide. 
    • Select Advanced Scheduler for more configuration options on your report's frequency. 
11. Move down to Attachment and select an option for your reporting requirement:

    • Include PDF Attachment - Select this option to send your report in PDF format. This is the default selection. 

    Attachment:

    • 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 tokenInclude Shareable link - Select this option to automatically add the {{report_link}} will automatically be added, and the shareable link of the dashboard will be included as an attachment in your token which will attach your dashboard's link to the email. The placeholder {{report_link}} represents the actual dashboard link.
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12. Select the sender's email from the From dropdown list.
13. Then, type an appropriate subject in the Add a custom subject field, and click the Image Addedadd token iconFrom:
14. Please select the email address from which to send the scheduled report.
Provide a custom subject, and then click Image Removed to select tokens. You can refer to the token descriptions below for guidance.   

Info
title Token Descriptions
{{recipient_company_name}}

 is

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 Modified 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.



15. (Optional) Hide the email footer - Tick the Hide the email footer checkbox to hide the footer on the email. 
16. Click Save to save the settings.
17. After successful creation, the Scheduled tab displays the following information.
    • Report Name
    • Last Sent Timestamp
    • Frequency
    • Next Scheduled Time
    • Recipients
    • Saved Slicer(s)
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18. if you need to configure the schedule report, click onImage Modifiedthe ellipsis button located on the right side. Here are the available actions when configuring the Scheduler: 
    • 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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19. Other options:

    • Send carbon copies or blind carbon copies of your report to individuals by clicking the CC or BCC links. You can also select multiple email addresses from these dropdown lists.

    • Send filtered dashboard for the associated company of each recipient:

      • This option only appears when there's a slicer with QueryParams="Company" in the Dashboard.
      • If you check the option, scheduled reports will be sent with filters specific to the recipients' mapped company. In this case, you need to configure the PSA by selecting an option from the PSA dropdown menu. The available options are: Autotask, ConnectWise, Kaseya, Syncro, Halo.

20. (Optional) Save Slicer:

    • This option only appears when there are slicers in the dashboard (excluding the "Company" Slicer).
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    • The default setting for the Save Slicer option is on. When it is turned on, the current slicer selection will be saved and applied to scheduled reports.

    • The slicers displayed here are the ones you added when creating this dashboard. If you need to modify the slicers, please go to the page of this dashboard, click Design > Add Widget to add or delete slicers.
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21. Click on Log to view the record of the schedule reports sent, including the following information.

    • Status
    • Report Name
    • Sent Timestamp
    • Recipients
    • Saved Slicer(s)
      

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