Dashboard Maintenance Overview - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

Dashboards are used to display data returned from a configured data provider. The graphical dashboard items of a dashboard allow users to quickly identify relevant information and trends surrounding the data managed by the data provider.

Dashboards can be added, configured, and designed from both the Gallery and Administration areas.

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. Contact your system administrator for information on creating and configuring data providers.

The Gallery is displayed by default when you first access Reporting Dashboards. If the Gallery is not displayed, click Gallery at the bottom of the left pane in to display it:

To access Dashboard Administration from the Administration area:

  1. Click Administration at the bottom of the left pane:

    The Data Provider Administration area is displayed.

  2. Click Dashboards under Configuration Items:

    The Dashboard Administration ribbon is displayed and the main pane lists the existing dashboards, which can be configured.