Clients can share reports by embedding the reports to their web pages or websites. This is done using the Embed function of the MSPbots reports which allows users to copy an HTML code to post a live report on other platforms. Users have the option to use Fixed or Responsive sizing.
Template Reports cannot be shared, but cloning a template report makes it shareable. Locate the cloned copy under My Reports to access the Share option.
How to Share a Report Using the Embed Function
- Go to Reports and search for the report that you want to share.
- Click the ellipsis icon and select Share from the options.
* The Share option is only available in the My Reports tab and My Favorites tab. Use the Search function to find the report you want to share.
* The template reports form Template Reports and Best Practice tabs are not shareable. The Share option will only be available after you clone the template report.
- Click EMBED. You should be able to see the HTML code for embedding a live report.
If clicking EMBED does not show an HTML code, click SHAREABLE LINK > Save > EMBED to show the HTML code. - Choose a Size option:
- Responsive - The size of the report will automatically adjust to the browser's size.
- Fixed - The size of the report will be retained regardless of the browser's size. Scroll bars will appear.
- Click Copy Code.
- Use this HTML code in configuring your webpage or website to display a live report.