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This article shows how to create a card number widget that shows the total tickets updated in the last 7 days. It applies to MSPbots users with a ConnectWise Manage integration.

To create a target card widget: 

  1. Navigate to Widgets on the MSPbots app menu.
  2. Click the New Widget button and select the Card Number widget type.
  3. 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.
  4. Click the Apply button. 
  5. Go to Dataset and click (plus) button. 
  6. Click New Layer on the Add New Layer window that appears. 
  7. On the Dataset window,
    1. Select ConnectWise Manage Ticket Statistics - Cloud as Dataset name because the widget will show the total number of tickets.
    2. Give a Name for the Datasource. Under Columns Display, select ticket_id for Column Name. Type Ticket ID as Alias and select Number for Business Type. 
    3. Add a new column and select resource_list for Column Name. Type Tech for Alias and 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.
  8. Under Filter,
    1. Click (plus) > Add Condition.
    2. Select last_update > in.
    3. Click on the Value field. For Time Variate, select Last > 7 > days.
    4. Click Save. 
  9. For measure,
    1. Click (plus) to show the Measure window.
    2. To get the total tickets, select count for Summary Type, and ticket_id for Fields. 
    3. Give an Alias, say Total Tickets, and select Number for Format Type.
    4. Click Add.
  10. Click Save. 
  11. Go to Config. Under Measure, select Total Tickets. 
  12. Click Apply. The preview for the Total Tickets Updated Last 7 Days widget will appear.
  13. Click Apply.
  14. To view your new widget, go to Widgets.
  15. Click the My Widgets tab to show the widget.

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N O T I C E

MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!