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- Navigate to Widgets on the MSPbots app menu.
- Click the New Widget button and select .
- Select the Pie Chart widget type.
- When the Widget Builder window appears, provide the following:
- Name - Give the widget a name.
- Description - Give the widget a short description.
- Role - Select Admin and User.
- Click the Save button.
- Go to Dataset and click the button.
- Click New Layer on the Add New Layer window that appears Autotask / Autotask Ticket Statisticsas Dataset name.
- Type Count Ticket Number | Autotask Ticket Statistics as Datasource name.
- Under Columns Display, select the following as column names:
- company_name
- ticket_number
- issue_type
- sub_issue_type
- create_date
- completed_date
Note: Click the button to add more rows.
- Give each entry an Alias.
- Indicate the following Business Types for each of the columns:
- Company - Select Text.
- Ticket Number - Select Hyperlinks. Click the paintbrush button and select Autotask Ticket URL as Format. Click Save.
- Issue Type and Sub-issue Type - Select Text.
- Create Date and Completed date - Select Date Time. Click the paintbrush button and select YYYY-MM-DD hh:mm:ss AM/PM as Format. Click Save.
- Under Filter, click the button > +Add Condition.
- Select create_date > in. For the Value field, select Previous > 1 > Weeks (Mon-Sun). Click Save.
- For measure, click the button. Select Count for Summary Type and Ticket Number for Field. Select Number for Format Type and select Regular (1,000) as Format. Click Save and Add.
- Click the Save button on the Dataset window.
- Click the Config button on the left pane.
- Select Issue_type for the X-Axis and Ticket Count as Y-Axis.
- Select Ticket Count for the Measure Text field.
- Give the Pie Chart a Title.
- Click Apply.
- To view your new widget, go to Widgets.
- Click the My Widgets tab to show the widget.
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