Changing the General Properties of a Category - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The General tab of the category Properties window is where you can change the name, description, and icon.

  1. Update the name for the category in the Name field. The name should be unique and logically describe the kinds of dashboards and reports that will be assigned to it.
  2. Update the description of the category in the Description field. The description should briefly explain what the intended purpose of the category is and what type of dashboards and reports a user can expect to see under it.
  3. Select an icon for the category from the Icon drop-down list. This list is populated with the available system icons. You do not have to select an icon, but icons can help users find categories more easily if there are multiple categories available.
  4. Click OK to save your changes and close the Properties window.