How to create a Scorecard Dashboard

Scorecard Dashboards contain Target Card widgets to make it easier for users to view actionable data on one page. Similar to standard dashboards, Users can view and add filters to Scorecard Dashboards in MSPbots. This article shows how to create Scorecard Dashboards in the MSPbots app. 

Steps to create a Scorecard Dashboard:

1. Open the MSPbots app as administrator.
2. Click Scorecards on the menu.
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3. On the Scorecards tab, click the New Dashboard button to open the Add New Scorecard Dashboard window.
   • Give the Scorecard Dashboard a name.
   • Select the roles that will have access to the report. 
   • Provide a description of the dashboard being created.
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4. Click Continue. The tab for the new dashboard opens.
5. Click the Add Widgets button. Please note the Scorecard Dashboard will only accept Target Card widgets.
6. Select the widgets that you want to appear in the Scorecard Dashboard, then click the Add button.
7. The selected widgets will appear on the dashboard you have just created. 
8. Click Setting.
9. The Scorecard Layout Setting window will then appear. Select the Default View you want your widgets to appear on the dashboard.
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10. Click Save on the Scorecard Layout Setting window.
11. Click Save Dashboard to save the Scorecard Dashboard once done.