Data Providers - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The Data Providers tab of the Properties dialog box allows you to change the data providers of a dashboard. Data providers return data from a data source to be displayed in a dashboard.

Note:

New dashboards cannot be used unless at least one data provider is added to it. The Create Data Provider Wizard is used to create new data providers and is accessed by clicking the Create a new data provider button(see Data Provider Administration).

To add data providers to the dashboard or to remove data providers from it:

  1. Click Add. The Select Data Providers dialog box is displayed.
    Tip:

    To show only previously selected data providers, select Only Show Selected Items at the bottom of the main pane. 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.

  2. To select a data provider, move the cursor over the row for that data provider and select the checkbox that is displayed.

    To remove a data provider, deselect the checkbox beside the name of the data provider.

  3. Click OK at the Select Data Providers dialog box to save your selections.
  4. To remove data providers from the dashboard, select the data provider to remove in the Data providers in use pane and click Remove. You are not prompted to confirm this action.
  5. Click OK to save your changes and close the properties dialog box.