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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.
- When the dashboard you created appears, click the Add Widgets button. This opens the Add Widgets window.
- On the Add Widgets window, select the target card widgets that should be in the Scorecard Dashboard, then click the Add button.
Important: Only target card widgets are shown in the scorecard dashboard.
The widgets that you have selected will now appear on the dashboard. - Click the Setting button to open Scorecard Layout Setting.
- On theScorecard Layout Setting window, choose how to present the widgets on the dashboard. Select Graphs View or Table View, then click Save.
- Click Save Dashboard on your Scorecard Dashboard to save.
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