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This article has the following information:

What is the MSPbots Report?

The MSPbots Setup Report contains widgets that show the overall health of your MSPbots setup. It highlights the areas that require action and those that need to be fixed so that MSPbots can be fully functional.

How is the MSPbots Setup Report helpful?

This report helps the MSPbots admin to identify the possible issues in the MSPbots Setup in real-time.

Where can I access the MSPbots Setup Report?

This report can be accessed under Settings and may only be viewed with admin permissions. To access the report, navigate to Settings on the MSPbots menu and go to MSPbots Setup Report.

What are the widgets included in the report?

The widgets available in the MSPbots Setup Report are listed and described below. Data that are displayed in green font indicates a good status. Data in red, however, indicates that action is required for that widget info.

Widget Name

Description

Sync Error Integration

A sync error will result in inaccurate reports. This widget shows the number of integrations that are currently having sync errors.

Unconnected Integration

Connecting to integrations allows you to maximize the benefits of MSPbots. This widget shows the number of available integrations that are not connected and ready for setting up.

Azure AD Authorization

Syncing the AAD to MSPbots eliminates the need to manually update and sync the user directory. This widget shows whether or not AAD authorization is complete and successful.

Main Bot Switch

Bots need to be activated for the alerts to work. This widget shows if the main bot switch is on or off.

Missing Manager Info

Manager info is important for escalation. This widget shows how many users do not have corresponding manager info in their accounts.

Users Missing Job Titles

Having job title information is important because some bots use job titles as a filter. This widget shows how many users do not have job title information.

Not Guest User with PSA Account

Users with PSA accounts may get disabled accidentally. This list will ensure they are correct. Exclude the user that is disabled in AAD.

Ticket “In Progress” Status Setting

This widget shows if the “in progress” setting is already set up.

Bot Messages Count Last 7 Days

If the bots are enabled, this widget shows how many bots were generated in the last 7 days. It also shows how many have been received and read over the same period.

PSAU without Home Channel

This shows how many PSAUs do not have the home channel setting.

Number of users have no work schedule

This widget shows the number of users without assigned work schedules.

Users with message switch off users

This displays the number of users whose message is switched off.


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