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:
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Log in to the MSPbots app, and go to Scorecards.
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When the Scorecard Dashboards tab opens, search for the dashboard for cloning.
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Click the ellipsis ... button on the right side then select Clone.
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When the Clone pop-up window appears, select the checkbox for Clone the Associated Widgets. You can also review and modify the following as needed:
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Name - Give the scorecard a new name.
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Role - Make sure the roles that need access to the scorecard are selected.
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Description - Enter your scorecard's description here.
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- Click Continue. This will open the cloned scorecard.
- When the tab of the cloned scorecard opens, go to the right side of the screen and click the Show Scorecard icon.
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Hover over the upper-right corner of the scorecard, click the ellipsis ... button, and select Edit.
- Next, go to Dataset on the Widget Builder window, click on the ellipsis
button, and select Edit.
If you have more data layers, repeat this and the next steps for all the layers.
- In the Dataset window, find the real_name filter and type or select the team member's name.
Other filters that also allow you to select or change users are email and member_id.
- Click Save.
- Next, go to the Config tab and select a User.
- Then select a Refresh Cron option to set how often you want the scorecard to generate a snapshot.
- Click Save and click Apply.
- Repeat Step 7 and onward to modify other widgets.