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Some clients want to share financial dashboards with other users having non-financial roles. They want to do this without having to assign the assigning a financial role to the users. Is there a way to view reports without editing permissions?

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

Include PageHow to Send JPG or PDF Copies of Reports via EmailTo share reports in JPG or PDF format, follow the procedure in the Knowledge Base article below: 

How to Send JPG or PDF Copies of Reports via Email