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This article shows how to create scorecard dashboards in the MSPbots app. Before  Before you proceed, please make sure that you are logged in to MSPbots as an administrator. 

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Why scorecard is important:Watch this video or follow the procedure below to create a scorecard in MSPbots.

Widget Connector
urlhttp://youtube.com/watch?v=
EtVmGDK46BA
qAFsNTW-q0g

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Info

Related video: Watch this video

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to know why a scorecard

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is important.

Widget Connector
urlhttp://youtube.com/watch?v=

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EtVmGDK46BA

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create-scorecard
create-scorecard
To create a scorecard dashboard:

  1. Navigate to Scorecards on the MSPbots menu.
    MSPbots Scorecard
  2. On the Scorecards tab, click the New Dashboard button to open the Add New Scorecard Dashboard window. 
    new dashboard
  3. On the Add New Scorecard Dashboard window:  
    • Give the scorecard dashboard a Name.
    • Select the Role that will have access to the report. You can select multiple roles.
    • Provide a Description for the dashboard. 
      add new scorecard

  4. Click Continue to start designing your dashboard. 
  5. When the dashboard you created appears, click the Add Widgets button. This opens the Add Widgets window.  
    add widgets
  6. On the Add Widgets window, select the target card widgets that should be in the Scorecard Dashboard, then click the Add button.
    add target card widget
    Important: Only target card widgets are shown in the scorecard dashboard. 

    The widgets that you have selected will now appear on the dashboard. 
    my scorecard dashboard
  7. Click the Setting button to open Scorecard Layout Setting. 
    dashboard setting
  8. On theScorecard Layout Setting window, choose how to present the widgets on the dashboard. Select Graphs View or Table View, then click Save. 
    scorecard layout setting
  9. Click Save Dashboard on your Scorecard Dashboard to save.
    save dashboard

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