Configuring Reporting Dashboards Placeholders - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Document-Composition/Foundation-24.1/Document-Composition/Configuration/Placeholders/Creating-Placeholders/Configuring-Reporting-Dashboards-Placeholders - 2024-03-25

Document Composition

Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

Dashboards can be added to a template to display data returned from a configured data provider in a composed document.

Note:

You must be licensed for Reporting Dashboards in order to access dashboards.

To create a Reporting Dashboards Placeholder:

  1. From the Create New drop-down list, click Reporting Dashboards. The Reporting Dashboards dialog box is displayed:
  2. Select a data provider and click Continue. The Output Style dialog box is displayed:
  3. Select one of the following options to determine how the results should be displayed:
    • Insert the first result of a single Column- Select to insert the first result of a single column on the document.

    • Insert all values as a Table- Select to insert all the values retrieved by the data provider as a table embedded on the document. Instances of this Placeholder appear on the document as an empty table. Any column headers entered in the top row of this table are preserved when the values are filled in. Table styles are also preserved.

  4. Click Continue. Depending on the output style selected, the Select Columns dialog box is displayed in one of the following ways:
    • If Insert the first result of a single Column was selected, the Select Columns dialog box displays a list of available display columns:

      Select a display column and skip to step 7.

    • If Insert all values as a Table was selected, the Select Columns dialog box displays a list of available display columns that can be customized:

  5. In the Included column, select all display columns that the results should include.
  6. To reorder the display columns, select a display column and click Move Up or Move Down:
  7. Click Finish.
    Note:

    For information on configuring dashboards, see the Reporting Dashboards module reference guide.