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Clients may need to share reports with employees or tenants with different permissions. This can be done by utilizing the share function of the MSPbots dashboards where there is an option to share reports using a shareable link. 

Before you start, make sure that you have the following:

  • Access to the MSPbots Dashboards
  • The email address to where the reports will be sent
  1. Go to Dashboards and search for the dashboard that you want to share. 
  2. Click on the ellipsis icon and select Share from the options. 
    share dashboard
  3. Click the Copy button to copy the URL for sharing.
    shareable link
  4. Click Save.
  5. You may now share the link via email or any channel. 


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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!