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Creating a Dossier

This article outlines two ways to create a new dossier in ScorebuddyCX BI.

Written by Jane Lydon

There are two ways to create a new dossier in ScorebuddyCX BI: from scratch, or by cloning an existing dossier.

Create a Dossier from Scratch

  • Select the dropdown beside Standard Reports and click on Create New Dossier.

Clone an Existing Dossier

You may want to use this time saving option if you need a dossier with almost identical data to an existing one.

  • Open the dossier you want to clone in edit mode and click on File and Save As to create a new version.

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