N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Page History
Some clients Clients want to share financial dashboards with other users having non-financial roles. They want to do this users without assigning a financial role. 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 Snapshot function of the MSPbots dashboards where there is an option to view dashboards via email and in JPG or PDF format. This article suggests sharing financial dashboards with non-financial admin users by sending JPG or PDF copies of the report thru email. Before you start, make sure that you have the following:Schedule Report feature or the Shareable Link feature of the MSPbots 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:Table of Contents
Prerequisites
...
- Access to the MSPbots Dashboards.
- The email address(es) to where the report will be sent.
- Admin permissions to share dashboards
How to Share Financial Dashboards with Non-financial Admin Roles
...
- To share reports in
...
- PDF format via email, follow the procedure in the Knowledge Base article below:
...
...
- 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
...
| Content by Label | ||
|---|---|---|
|
...
|
...
|
...
|
...
|
...
Overview
Content Tools