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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. In the Dashboard window, select Report.
   
4. When the Add New Dashboard window opens, do the following: 
   1. Enter your dashboard's name in the Name field. 
   2. Click the Role dropdown menu and select the roles that will have access to the dashboard. 
   3. Click the Tag dropdown menu and select one or multiple tags to label your new dashboard. 
   4. Next, provide a Description for your dashboard. 
   5. Click Continue. This opens the tab for your new dashboard. 
      
      
      
5. When the tab for your new report opens, click Add Widget. This opens the Add Widget window.
    
6. Next, on the Add Widget window, click Widgets List and select the widgets to show in your report. 
   
   
   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 widgets will appear in the new report. 
8. Optional: If needed, modify your report's size and orientation. Click the Size dropdown menu to select A4 or letter, and click the Orientation dropdown menu to select portrait or landscape. 
    
9. Click Save Dashboard to save the settings.
   
   
   The new report will appear under My Dashboards.
   

What are the actions I can do on my report's page?  

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The following rules apply once the auto-refresh feature is enabled and the refresh interval is set:

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#schedulereport #schedulereport

How to Create a Scheduled Report 

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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 the Schedule Report icon to access the Schedule Report page. 
   

4. Next, click the +New button or the Create a New Schedule button. Both actions will open the New Schedule window.
    
   
   

   Info
   Existing scheduled reports are found in the Scheduled tab like the example in the image below.

5. Enter a unique schedule name in the New Schedule window. The recipient's name is used as the default Schedule Name when the field is left blank. 
   
   

   Info
   The default delivery option is to send via email. There is no support for other options or customization at this time.

   
   

6. Go to the Email recipient(s) dropdown menu and select the emails of the individuals you want to send the report to. You can select multiple email addresses.  

   • 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.
     

7. 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 > Setting for more configuration options for your report's frequency. 
     
     
8. Move down to the Attachment section 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. 

   • Include Shareable link - Select this option to automatically add the {{report_link}} token which will attach your dashboard's link to the email. The placeholder {{report_link}} represents the actual dashboard link.
     
9. Next, select the sender's email from the From dropdown list. 
   
   
10. Then, type an appropriate subject in the Add a custom subject field, and click the add token icon. You can refer to the token descriptions below for guidance. 
      

    Info
    title 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.  If your PSA is selected, you can get the values for {{recipient_company_name}} and {{recipient_name}} from the contact data in Autotask, ConnectWise, Kaseya, Syncro, or Halo. If your PSA is not selected or the values for {{recipient_company_name}} and {{recipient_name}} cannot be obtained, set these values to null.

    
    
11. (Optional):Click on the Hide the email footer - Tick the Hide the email footer checkbox to checkbox to hide the footer on the email. 
    Image Added
    
12. Click Save to save the settings.
    
    After successful creation, the Scheduled tab displays the following information.
    • Report Name
    • Last Sent Timestamp
    • Frequency
    • Next Scheduled Time
    • Recipients
    • Saved Slicer(s)
      
      
    if

If you need to configure the report schedule

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, click on the Image Modified

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ellipsis button

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on the right side

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to see the available actions

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.  

• • • Edit - Click

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• • • this option to modify the information of the scheduled report.

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• • • When you're done, click Save.
    • Send Now - Click

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• • • this option to immediately send the scheduled report email to the recipients.
    • Send To Me - Click

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• • • this option to send the scheduled report to your email. You can use this option to preview the report before

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• • • it is sent to clients or teams. 
    • Delete -

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• • • Click this option to delete the scheduled report

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• • • . Confirming the deletion when prompted.
      Image Modified

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Other options:

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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.

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 Added to refresh all widgets. Hovering over the refresh icon for two seconds will open the auto-refresh settings.
  Image Added 
   

  Info
  title Widget Auto-refresh Rule
  The following rules apply once the auto-refresh feature is enabled and the refresh interval is set: 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 refresh automatically. A new countdown will start from the current time.  Example: The last refresh time is 9:00 and the auto-refresh interval 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 and the auto-refresh interval is set to 5 minutes. Using the same example, the dashboard will not refresh if you access it at 9:02, which is earlier than 9:00 and the set refresh at 5 minutes. If you stay on the page until 9:05, the dashboard will automatically refresh at 9:05. However, if you leave the page before 9:05, the last refresh time will remain 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 Added to share the report via shareable link, snapshot, and embedding.
  Image Added 
  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)
    
    
• Delete 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 to export the report in PDF format.
• 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

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• • PSA by selecting an option from the PSA dropdown menu. The available options are: Autotask, ConnectWise, Kaseya, Syncro, Halo.

1. (Optional) Save Slicer:

   • This option only appears when there are slicers in the dashboard (excluding the "Company" Slicer).
     
     

   • 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.
     
     

2. 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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