Clients can use the Schedule Report or Shareable Link features to share financial dashboards with non-financial users without assigning a financial role. This allows sharing dashboards among users with different permissions and roles.
This article shows how to use the Schedule Report feature to send a PDF copy of the dashboard via email to share the financial dashboard with non-financial administrators.
Prerequisites
- Access to the MSPbots Dashboards
- The email address(es) to receive the report
- Admin role for sharing dashboards
- Admin and financial roles for sharing financial-only dashboards with dashboard-only users
How to Share Financial Dashboards with Non-financial Admin Roles
- To share reports in PDF format via email, follow the procedure in the Knowledge Base article below: How to Create Scheduled Reporting for Dashboards and Reports.
- Another option is to Share a Dashboard Using the Shareable Link, which allows users to view dashboards on their browsers.