Bulk Changes to Data Provider 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 data provider assignments of multiple dashboards or reports:

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

    The Assign Data Providers dialog box is displayed.

    Tip:

    To show only previously selected data providers for a dashboard, select Only show selected items at the bottom of the main pane. This check box will not appear for reports. To find a specific data provider, 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 data provider to all dashboards selected, move the cursor over the row for that data provider and select the check box that is displayed.

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

    To remove a data provider from all dashboards selected, deselect the check box beside the name of the data provider.

    To assign a data provider for a report, move the cursor over the row to select the data provider and click to select that provider.

  4. Click Assign to save your changes.