A Scorecard Dashboard, like other MSPbots dashboards, allows users to identify actionable data from a single page. Unlike other dashboards, a scorecard dashboard hosts only target card widgets and is useful for monitoring historical values against specific sets of targets.
This article shows how to create scorecard dashboards in the MSPbots app.
Required Permissions
Only users with admin permissions can create or edit a Scorecard Dashboard.
Prerequisites
- Creating a scorecard dashboard requires you to log in to the MSPbots app as an admin.
- Only target card widgets are shown in the scorecard dashboard.
How to Create a Scorecard Dashboard
- Sign in to MSPbots as an admin.
- Navigate to Scorecards on the MSPbots menu.
- On the Scorecards page, click the New Scorecard button.
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n the Add New Scorecard window:
- Give the scorecard a Name.
- Select the Role that will have access to the scorecard. You can select multiple roles.
- Provide a Description for the scorecard.
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If you have just created a new scorecard dashboard, you will see the screen in the image below. Click the Add Widgets button.
If you are modifying an existing scorecard dashboard, you will see the screen in the image below. Click the Design button and proceed to Step 8.
- Click Widgets List, and select the widgets to include in the scorecard dashboard.
- Only target card widgets can be shown in the scorecard dashboard.
- If you want to create a new target card widget, refer to How to Create a Target Card Widget.
Do not select more than 218 widgets; exceeding the limit of 218 can lead to slow loading times and occasional crashes.
- Click the Add Selected button. The selected widgets will appear in the scorecard dashboard.
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Click the Setting button to open the Scorecard Layout Setting pop-up window.
- Configure the following fields in the Scorecard Layout Setting window, then click Save.
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Top tier Unit - Configure how the data is displayed at intervals. Currently, only the following three options are supported:
- Every Day - Display data for each day
- 1st of Every Month - Display data for each month
- Every Sunday - Display data for each Sunday
- Top tier Format - The format of the top tier date. Supported formats include YYYY MMM DD, MMM DD, YYYY, and MM DD, YY.
- Default View - Choose how the widgets are presented on the scorecard dashboard. Select Graphs View or Table View.
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Show User Name - Enable this switch to display the user name for each widget on the scorecard dashboard.
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Top tier Unit - Configure how the data is displayed at intervals. Currently, only the following three options are supported:
- Click the Add Header button to add a header to the scorecard dashboard.
- Enter your desired header name in the Add Header window and click Save. If you want to modify the added header, click on the header to edit it. You can add multiple headers. To delete the header, follow the same process.
- Click Save Scorecard on your Scorecard Dashboard to save your settings.
The message "Dashboard layout save success" indicates that the creation was successful.
If the Too many widgets popup appears after clicking the Save Dashboard button, go back to Step 5 to uncheck some widgets to reduce the number of Selected widgets to 218 in order to stay within the limit of 218.
- You can hover over a KPI in the KPI column to view the KPI's name and description for a better understanding of the meaning of each KPI, which content from the target card widget.
- If you want to modify the KPI's name and description, you can update them when editing the corresponding target card widget. Refer to How to Create a Target Card Widget.
- If you want to modify the KPI's name and description, you can update them when editing the corresponding target card widget. Refer to How to Create a Target Card Widget.
- When the value in the Current Value column is underlined, you can click the value to view the specific details for the value.
Check-in
Other than modifying the existing values of widgets in the scorecard dashboard, you can also add values to blank fields in your scorecard dashboard. However, if all the widget values in the scorecard dashboard are blank, you cannot add values to the empty fields.
When you modify field values or add values to blank fields, you can also add comments to key performance indicator fields in the scorecard. Here are the step-by-step instructions:
- In the scorecard dashboard window, click the empty field or the field value you want to modify.
- In the Check-in pop-up window, click on the empty field or the field value for modifying and enter the new value in the New Value field, then add a comment in Comments.
- Click Check In.
The Check in History records the modifications on the field values and the comments added to certain fields. You can click Check-in History to view these modifications. If you added comments to the fields of key performance indicators in the scorecard dashboard, you can quickly identify the key indicators from the comments.
View options for scorecard dashboards
Below is the scorecard with the Graphics View.
Below is the scorecard with the Table View.
To change the default view, go to Settings, select your preferred view from the Scorecard Layout Setting window, and click Save.
Other available actions
Click the button in the upper right corner to add the scorecard to My Favorites.
- When
changes to
, it means the addition was successful.
- After that, you can find the scorecard in the My Favorites tab.
- After that, you can find the scorecard in the My Favorites tab.
If you want to remove it from My Favorites, click to change it to
.
Edit the scorecard's basic information
Click the Edit icon to edit the basic information of the scorecard dashboard.
Refresh all widgets in the scorecard dashboard
- Click
to refresh all widgets in the scorecard dashboard.
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Hover over the
- Automatic refresh is disabled by default.
- Click on Enable automatic refresh to start automatic refresh and set your preferred refresh interval.
- Once set, the dashboard will automatically refresh according to your chosen interval.
- This setting is applied when presenting a single dashboard or rotating multiple dashboards in Presentation mode, streaming dashboards to TV, sharing the dashboard with others, and opening dashboards in the Client Portal.
- The dashboards will continue to apply the refresh settings even when the tabs are minimized.
Widget Auto-refresh Rule
The following rules apply once the auto-refresh feature is enabled and the refresh interval is set:
- The scorecard dashboard will automatically refresh upon opening based on the set auto-refresh interval. When the scorecard dashboard is closed, the automatic page refresh will stop.
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If the current time upon opening the scorecard dashboard is less than the last refresh time plus the auto-refresh interval, the scorecard dashboard will not refresh. Once the set interval is reached, the scorecard dashboard will refresh automatically.
For example: With an auto-refresh interval set to 5 minutes and the last refresh time at 9:00. If you visit the scorecard dashboard at 9:02, earlier than 9:00 plus the 5-minute refresh setting, the scorecard dashboard will not refresh. If you stay on the page until 9:05, the scorecard dashboard will automatically refresh at 9:05. However, if you leave the page before 9:05, the last refresh time will remain as 9:00.
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If the current time upon opening the scorecard dashboard is equal to or later than the last refresh time plus the auto-refresh interval, the page will automatically refresh, starting a new countdown from the current time.
For instance: With an auto-refresh interval set to 5 minutes and the last refresh time at 9:00, and the scorecard dashboard has been closed since then. When you access the scorecard dashboard at 9:08, it will automatically refresh once, starting a new automatic refresh countdown from 9:08 with the interval remaining at 5 minutes.
Clone the scorecard dashboard
Click the Clone icon to clone the scorecard dashboard. For detailed instructions, refer to How to Clone a Dashboard.
Share your scorecard dashboard
Click the Share icon to share the scorecard dashboard.
- This feature supports sharing through a shareable link and Embed. Refer to the following links for more information:
Delete your scorecard dashboard
Click the Remove icon to delete the scorecard dashboard.
Create Scheduled Report
Click the icon to configure scorecard dashboards or reports to be sent as scheduled reports to email recipients according to a predefined schedule.
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For detailed design instructions, you can go to the section on How to Create Scheduled Reporting for Dashboards and Reports.