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- Open the MSPbots app as administrator.
Navigate to Dashboards on the menu and open the dashboard or report that needs to be configured for a new schedule.
Click the Schedule Report icon to access the Schedule Report page.
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.
- 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.
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.
- 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.
- 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.
- Next, select the sender's email from the From dropdown list.
- 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.
- Optional:Click on the Hide the email footer checkbox to hide the footer on the email.
- Click Save to keep 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)
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