Page History

The Scorecard Dashboards section of the MSPbots app is where you can identify targets for individuals or teams and see how they score against these targets. To ensure that your scorecards are consistent among team members and to save time in recreating the same scorecard for multiple members or teams, you can clone a scorecard and modify the user for each widget.

Here's how you can clone a scorecard: 

1. Log in to the MSPbots app, and go to Scorecards. 
   Image Added

2. When the Scorecard Dashboards tab opens, search for the dashboard that you want to clone.
   Image Added

3. Click the ellipsisImage Addedbutton First, click on the elipses on the right side then click on clone,

Image Removed

     2.  Make sure to tick the option to “Clone The Associated Widgets” then click continue.

Image Removed

     3.  Click on the “Show Scorecard Option”

Image Removed

     4. Click on the elipses then on edit

Image Removed

   5. Go to the Dataset, click on the elipses then edit.

Image Removed

    6. change the filtered member_id to the new tech, Then save the widget.

Image Removed

     7.  Go to the config to set your desired setting for the refresh cron to trigger the widget to start the snapshots.

Image Removed

1. Clone. 
   Image Added

2. When the Clone pop-up appears, tick the checkbox for Clone the Associated Widgets. You can also review and modify the following as needed:

   • Name - Give the scorecard a new name.

   • Role - Make sure the roles that need access to the scorecard are selected.

   • Description - Enter your scorecard's description here. 
     Image Added
     

3. Click Continue. This will open the cloned scorecard.
4. When the tab of the cloned scorecard opens, go to the right side of the screen and click the Show Scorecard icon. 
   Image Added
5. Hover over the upper-right corner of the scorecard, click the ellipsis Image Added button, and select Edit. 
    Image Added
6. Next, go to Dataset on the Widget Builder window, click on the ellipsisImage Addedbutton, and select Edit. 
   Image Added
   

   Info
   If you have more layers of data, repeat this and the next steps for all the layers.

7. On the Dataset window that opens, find the real_name filter and type or select the name of the team member. 
    Image Added
   Other filters that also allow you to select or change users are email and member_id. 
   
   
8. Click Save. 
9. Next, go to Config and select a User. 
   Image Added
10. Then select a Refresh Cron option to set how often you want the scorecard to generate a snapshot. 
    Image Added
11. Click Save and click Apply. 
12. Repeat Steps 7 and onward for every widget that needs to be modified. 

...