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- Navigate to Scorecards on the MSPbots menu.
- On the Scorecards tab, click the New Dashboard button to open the Add New Scorecard Dashboard window.
- 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.
- Click Continue to start designing your dashboard.
- Click the Add Widgets button.
- On the Add Widgets window, select the target card widgets that you want to appear in the Scorecard Dashboard, then click the Add button.
Important: Only target card widgets are shown in the scorecard dashboard. - The selected widgets will appear on the dashboard you have just created.
- Click Setting to open Scorecard Layout Setting.
- On the The Scorecard Layout Setting window will then appear. Select the Default View you want your widgets to appear , choose to present the widgets on the dashboard in Graphs View or Table View.
- Click Save on the Scorecard Layout Setting window.
- Click Save Dashboard to save the Scorecard Dashboard once done.
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