Adding Static Images or Text Boxes to Dashboards - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

Images and text boxes can be added to dashboards as informational or decorative dashboard items.

To add an image or text box:

  1. Launch the dashboard designer. The designer can be launched in several ways:
    • The dashboard designer is automatically launched when the dashboard is first created.

    • From the Dashboard Gallery area, select the dashboard to design in the left pane then click the Design button in the Dashboard ribbon group.

    • From the Administration area, click Dashboards in the left pane and select the dashboard to design, then click the Design button in the Dashboard ribbon group.

    • From the dashboard Properties dialog box, click the Design button at the bottom of the dialog box.

    The dashboard designer is opened in a new user interface.

  2. Click the button corresponding to the dashboard item to add:

    Button

    Description

    Image: Insert an image into the dashboard. For example, a company logo.

    Text Box: Insert a text box into the dashboard. For example, the text box could include information regarding the data being displayed.

  3. If you added an image dashboard item:
    1. Right-click the inserted dashboard item and select a method for adding the image to display:
      • Load Image: Add an image to the dashboard by reference. If the path to an image added by reference cannot be resolved when the dashboard is accessed, the image is not displayed.

        Note:

        Images that use the file protocol cannot be loaded when the dashboard is accessed from the Web Client or the standalone web viewer.

      • Image: Add an image to the dashboard by importing it to the system. Images added in this way are always available when the dashboard is accessed.

    2. The Microsoft Windows Open dialog box is displayed.
    3. Browse to the image and click Open.
  4. If you added a text box dashboard item:
    1. Right-click the inserted dashboard item and select Edit from the right-click menu.

      The Edit Text editor is displayed.

    2. Enter and format the text to display using the basic text editing functionality of the text editor.
    3. To insert a field into the text box based on a value from the Dashboard, right click and select Insert Field from the menu. Select value is added to the text box. Click Select value and pick a value from the Dashboard to add. Values available for selection must be added as Values under Data Items.
      Note:

      The Insert Field option is only available in the Edit Text editor. If the option is unavailable, ensure that the editor has been selected.

    4. Click OK to save your changes and close the text editor.