Creating New Dashboards - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase

Creating New 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 Create Dashboard Wizard is used to create new dashboards. After clicking the Reporting button on the Home ribbon of the Unity Client, if there are no dashboards available to you, the Create Dashboard Wizard dialog box is automatically displayed.

Note:

New dashboards cannot be used unless at least one data provider is added to it. Data providers are configured in the Administration area of Reporting Dashboards. See, Data Provider Administration.

To create a new dashboard:

Click Create New Dashboard on the Item Viewer or Dashboard Administration ribbon:

Right-click anywhere in the Gallery pane (on the left side of the Gallery) and select New Dashboard from the right-click menu:
At the How would you like to create the dashboard? page:
- Click New Dashboard to create a completely new dashboard.
- Click Copy an existing Dashboard to use an existing dashboard as the template for a new dashboard. The process is the same as creating a completely new dashboard except the options are pre-configured with the information from the dashboard that was copied. The pre-configured options can be changed or edited to reflect the requirements of the new dashboard, unless otherwise noted.
If you clicked New Dashboard, the What would you like to name this dashboard? page is displayed.
If you clicked Copy an existing Dashboard, the Select the dashboard to copy from page is displayed. You can search for a dashboard to copy by typing the name of the dashboard into the Search bar in this page. Select the dashboard to copy, then click Next. You are prompted to create a copy of the data provider associated with the dashboard you are copying.
- If you click Yes, you are directed to the Create a Data Provider wizard. For more information on this, see Creating New Data Providers.
- Once you have completed this or if you selected No, the What would you like to name this dashboard? page is displayed.
Note:
When a dashboard is copied, the options in the remaining pages are pre-configured with the information from the dashboard that was copied. Unless otherwise noted, the pre-configured options can be changed or edited to reflect the requirements of the new dashboard.
Type a name for the dashboard in the Name field. The name must be unique compared to other dashboards created by the same user, but may share a name with dashboards created by other users. The name should logically describe the kind of data returned by the dashboard.
Select Make this dashboard public to allow the dashboard to be used by all other users. If this option is deselected, the dashboard is only available to you and the specific users you grant access to.

Note:
Only members of User Groups with the Administrator Access privilege can make a dashboard public.

Note:
A public dashboard can not have the same name as any other public report or dashboard. A non-public dashboard can not have the same name as any public or non-public report or dashboard. You will be prompted if you need to change the name of the dashboard to meet these requirements.
If Make this dashboard public is selected, the Respect extra permissions option is enabled. Select this option to allow a public dashboard owner to assign users and User Groups the permission to share or export dashboard data.
Type a brief description of the dashboard in the Description field. The description should briefly explain what the intended purpose of the dashboard is and what type of data a user can expect to see in it.
Select an icon for the dashboard 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 dashboards more easily if there are multiple dashboards available.
Select the unit of time measurement from the drop-down select menu and enter the number of seconds, minutes, or hours between automatic refreshes of the dashboard display in the Dashboard refresh rate field. You can also use the arrows on the right side of the field to increase or decrease the value in increments of five.

Note:
Only members of User Groups with the Administrator Access privilege can set the refresh rate of a dashboard.
Click Next. The Assign data providers to this dashboard page is displayed.
To add a data provider to the dashboard, click Add to select from previously configured data providers. Data providers can also be added later.
To create and add a new data provider, click Create a new data provider. See, Data Provider Administration.
Click Next. The Who would you like to have access to this dashboard? page is displayed.
To grant access to a new user, click Add. The Select Users page is displayed. Only users and users groups with access to Reporting Dashboards are listed.

Tip:
To show only users, select Specific User from the drop-down list, and to show only User Groups, select User Group from the drop-down list. To find a specific user or User Group, type the first few letters of the name or the full name in the Find... field and the list is filtered accordingly. To show only previously selected users, select Only show selected items.
To grant access to the dashboard or report to a user or User Group, move the cursor over that user or User Group's row and select the check box that is displayed.

To remove a user or User Group's access, deselect the check box beside their name.

Note:
Access cannot be changed for the owner.
Click OK to save your user selections.

CAUTION:
When any dashboard or report is accessed by a user, data for all configured items (such as Document Types or Workflow queues) is returned, even if the user accessing the dashboard or report does not have access to those items in OnBase.
To change a user's access level, right-click the user's name and select one of the Access Level options.
- Read Only: The user can view the dashboard but cannot change or delete the dashboard.
- Modify: The user can view and modify the dashboard but cannot delete it.
- Full Control: The can view, modify, and delete the dashboard.
  
  Note:
  The owner is the user who created the dashboard. Access cannot be changed for the owner.
To change a user's extra permissions, right-click the user's name and select one of the Extra Permissions options.
Note:
If the user has Full Control access, all extra permissions are included by default and cannot be removed.
- Re-Share Dashboard: The user can share the dashboard with other users.
- Export Dashboard Data: The user can export the data that was used to create the dashboard.
- Add/Remove Data Providers: The user can change the data providers used to retrieve data for the dashboard. This permission is only available to change if the user has Modify access.
To remove a user, right-click the right-click the user's name in the Who should have access to this dashboard? page and select Remove. You are not prompted to confirm this action.
Click Next. The Summary page is displayed.
Confirm that the dashboard is configured correctly. If not, click Previous to return to previous dialog boxes and make changes.
Select Launch dashboard designer to automatically launch the dashboard designer for the new dashboard. The dashboard must be configured in the designer before it can be used.
Click Finish after confirming the dashboard settings.

If Launch dashboard designer is selected, the dashboard designer is launched. Continue with the instructions under Using the Dashboard Designer.

If Launch dashboard designer is not selected, the dashboard requires further configuration in the dashboard designer before it can be used. See Using the Dashboard Designer.

Note:

If the dashboard was created by copying an existing dashboard, other properties of the dashboard configuration that were copied may also need to be updated. See Changing Existing Dashboards.