Creating a Card Number Widget

This article provides the steps for creating a card number widget that will show the total tickets that have been updated in the last 7 days. It applies to MSPbots users with a ConnectWise Manage integration.

To create a card number widget:

Navigate to Widgets on the MSPbots app menu.
Click the New Widget button and select the Card number 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 Apply button.
Go to Dataset and click button.
Click New Layer on the Add New Layer window that appears.
On the Dataset window,
1. Select ConnectWise Manager / CW Tickets - Cloud as Dataset since we want to show the total number of tickets.
2. Give a Name for the Datasource. Under Column Display, create a column for select ticket_id. Type Ticket ID as Alias and select Number for Business Type.
3. Add a new column and select resource_list for Column Name and Tech for Alias. Select Text for Business Type.
4. Add another column and select last_update for Column Name. Type Last Update for Alias and select Date Time for Business Type.
Under Filter, click > Add Condition and then select in. For Time Value select Last > 7 > days. Click Save.
For measure, click . Since we want to get the total tickets, select count for Summary Type, and Total ID for Fields. Give an Alias and select Number for Format Type. Click Add.
Click Save.
Go to Config > Measure. Select Total Tickets.
Click Apply. The Total Tickets Updated Last 7 Days preview will appear.
Click Save.

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To create a card number widget:

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