Sample Dashboards - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The import package contains the sample dashboards listed in the following table.

None of the imported dashboards are shared with any users or User Groups on import. User and User Group sharing must be configured for the dashboards after import. The design of imported dashboards cannot be changed but they can be copied to base new dashboards on.

Note:

Some dashboards require additional licensing, as noted.

Dashboard

Description

Administrative Overview

A dashboard for tracking uncommitted batches and current system locks.

Data providers used:

  • Locks Older Than 24 Hours

  • Uncommitted Batches

  • Uncommitted Scanned Batches by Status

Analyzing Documents of Specific Document Types

A dashboard used to display data about documents of a specific Document Type in Workflow.

  • Document Types with System Keywords

Note:

System must be licensed for Workflow to use this dashboard.

Document Counts by Document Type

A dashboard that displays a breakdown of when documents were created and who created them, by Document Type. Specific documents can be displayed directly from the list in the dashboard.

Data providers used:

  • Document Counts by Document Type

Monitoring Workflow Activity for a Queues

A dashboard used to monitor how items moved through Workflow queues and how users interacted with them in the process.

Data providers used:

  • Workflow Activity for Ad Hoc Tasks

  • Workflow Activity for Transitions

Note:

System must be licensed for Workflow to use this dashboard.

For more information on these data providers, see the Workflow module reference guide.

Queue Contents and Entry Times Monitoring

A dashboard that returns data about the contents in selected Workflow queues. Queues can be accessed directly from the Life Cycle document list.

Data providers used:

  • Workflow Inbox Contents

Note:

System must be licensed for Workflow to use this dashboard.

Successful User Logins and Failed Logins Monitoring

A dashboard that tracks user login activity for specific users. It displays data related to failed and successful logins.

Data providers used:

  • Failed User Logins

  • User Login Activity