Clients can share dashboards by embedding the reports to their web pages or websites. This is done using the Embed function of the MSPbots dashboards which allows users to copy an HTML code to post a live dashboard on other platforms. Users have the option to use Fixed or Responsive sizing.
Template Dashboards cannot be shared, but cloning a template dashboard makes it shareable. Locate the cloned copy under My Dashboards to access the Share option. |
Click the ellipsis icon and select Share from the options.
The Share option is only available on the Dashboards tab. Once in the cloned dashboard view, you must go back to the Dashboards tab with the search function to find the Share option. |
If clicking EMBED does not show an HTML code, click SHAREABLE LINK first, then Save and click EMBED to show the HTML code. |