Bulk Changes to Category Assignments - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

To change the category assignments of multiple dashboards:

  1. Select Dashboards or Reports in the left pane under Configuration Items. The dashboards or reports configured are listed in the right pane.
  2. Select the dashboards or reports to change in the right pane and click Assign Categories in the Actions ribbon group.

    The Assign Categories dialog box is displayed.

    Tip:

    To show only previously selected categories, select Only show selected items at the bottom of the main pane. To find a specific category, type the first few letters of its name or its full name in the Find... field and the list is filtered accordingly.

  3. To assign a category to all dashboards or reports selected, move the cursor over the row for that category and select the check box that is displayed.

    Categories that are currently assigned to some, but not all, of the dashboards or reports selected have the selection box filled in:

    To remove a category from all dashboards or reports selected, deselect the check box beside the name of the category.

  4. Click Assign to save your changes.