Report Maintenance and Design

Reporting Dashboards

Platform: OnBase
Product: Reporting Dashboards
Release: Foundation 23.1
License

Documentation Notice
Overview
About Reporting Dashboards
How it Works
Applications
Licensing
Additional Data Provider Types
Installation
About Installation
Requirements
General Requirements
Licensing
Upgrade Considerations
Installation
Configuring a Reporting Data Source
Configuring a Read-Only User Account
Adding a Reporting Data Source in Configuration
User Group Privileges
Configuration Settings
Unity Client Configuration File Settings
Web Client Configuration File Settings
Language Limitations
Troubleshooting
Version Mismatch Warning
Contacting Support
Web Dashboard Designer Installation
About Web Dashboard Designer Installation
Installing the Reporting Dashboards
Configuring the appsettings.json File
Dashboard Maintenance and Design
Accessing Dashboards
Dashboard Maintenance Overview
Creating New Dashboards
Changing Existing Dashboards
General
Sharing
Adding Users or User Groups to the Dashboard
Changing User Access Levels and Extra Permissions
Bulk Adding Users or User Groups to the Categories of the Dashboard
Categories
Display Actions
Data Providers
Using the Dashboard Designer
Version Mismatch Warning
Dashboard Designer Overview
Home Ribbon
Designing a Basic Dashboard (Grid, Chart, or Pie Dashboard Item)
Previewing the Dashboard
Advanced Dashboard Design
Adding Advanced Dashboard Items to a Dashboard
Creating Interactive Dashboard Items
Master Filtering
Configuring a Master Filter
Excluding a Dashboard Item From a Master Filter
Drill-Down Dashboard Items
Range Filtering
Adding Custom Calculated Fields
Editing Calculated Fields
Using the Expression Editor
Conditional Formatting
Conditional Formatting Overview
Creating a Format Rule
Specifying Appearance Settings
Editing a Format Rule
Value
Greater Than and Greater Than or Equal To
Less Than and Less Than or Equal To
Equal To and Not Equal To
Between and Not Between
Text That Contains
Top-Bottom
Top N
Bottom N
Average
Above Average and Above or Equal Average
Below Average and Below or Equal Average
A Date Occurring
Creating a Format Rule
Expression
Creating a Format Rule
Icon Ranges
Creating a Format Rule
Color Ranges
Creating a Format Rule
Gradient Ranges
Creating a Format Rule
Bar
Creating a Format Rule
Bar Color Ranges
Creating a Format Rule
Bar Gradient Ranges
Creating a Format Rule
Editing Filters
Parameter Comparison Options
Date Range Parameter Options
Previewing the Dashboard
Additional Customizations
Changing the Dashboard Title Settings
Adding Static Images or Text Boxes to Dashboards
Changing the Dashboard Currency Settings
Changing the Dashboard Theme
Changing Dashboard Item Colors
Report Maintenance and Design
Report Maintenance Overview
Report Administration Actions
Creating New Reports
Changing Existing Reports
General
Sharing
Adding Users or User Groups to the Report
Changing User Access Levels and Extra Permissions
Bulk Adding Users or User Groups to the Categories of the Report
Categories
Changing Categories of a Report
Data Providers
Changing the Data Providers of a Report
Display Actions
Configuration and Administration
Accessing Dashboards
User Access to Configuration and Administration
User Group Privileges
Administration Overview
Configuration Items
Admin Tools
Data Provider Administration
Creating New Data Providers
Adding a Custom SQL Query Data Provider Type
Adding a Document Imaging Query (Time in Queue) Data Provider Type
Adding a Document Imaging Query (Time to Process) Data Provider Type
Adding a Document Query Data Provider Type
Data Provider Timeouts
Configuring an External Database for use with Reporting Dashboards
Changing the Properties of Existing Data Providers
Changing the General Properties of a Data Provider
Changing the User Access Properties of a Data Provider
Changing the Dashboards and Reports Assigned to a Data Provider
Viewing the Display Columns and Runtime Parameters of a Data Provider
Changing the Advanced Properties for a Data Provider
Making Bulk Changes to Multiple Data Providers
Bulk Changes to Data Provider Dashboard Assignments
Bulk Changes to Data Provider User and User Group Assignments
Changing the Configuration of Existing Data Providers
Configuring a Custom SQL Query Data Provider
Configuring a Document Query Data Provider
Maintenance and Design
Making Bulk Changes to Multiple Dashboards or Reports
Bulk Changes to Data Provider Assignments
Bulk Changes to Category Assignments
Bulk Changes to User and User Group Assignments
Category Administration
Creating New Categories
Changing Existing Categories
Changing the General Properties of a Category
Changing User Assignments for a Category
Changing Item Assignments for a Category
Making Bulk Changes to Existing Categories
Bulk Changes to Category Item Assignments
Bulk Changes to Category User and User Group Assignments
Viewing the History Logs
Exporting History to Excel
Purging History
Import and Export Configuration
Export Configuration
Import Configuration
Creating Global Select Lists
Changing Reporting Dashboards Settings
Sample Dashboards and Data Providers
Sample Dashboards
Sample Data Providers
Importing Sample Dashboards and Data Providers
Custom SQL Syntax, Parameterization, and Macros
About the Custom SQL Query Data Provider
Query Syntax
Query Parameterization
Debugging Query Parameterization
Query Macros
##OB_CURRENTUSER_ID
##OB_CURRENTUSER_NAME
##OB_CURRENTUSER_REALNAME
##OB_CURRENTUSER_LOCALTIME
##OB_CURRENTUSER_INSTITUTIONID
##OB_CURRENTUSER_WORKSTATIONID
##OB_OPTIONSELECT_ALL
##OB_OPTIONSELECT_NONE
##OB_KEYWORDVALUE_TABLE
##OB_SECURITYKEYWORDVALUE_TABLE
Debugging SQL Query Macros
Reporting Web Viewer
About the Reporting Web Viewer
Licensing
Requirements
Upgrade Considerations
IIS
Application Server
64-Bit Server Hardware Requirements
NET Requirements
64-Bit C++ Requirements
Client Hardware and Browser Requirements
Web Client (Macintosh OS)
Web Client (Windows OS)
Installer Prerequisites
Installer User Permissions
Installer .NET Framework Requirements
Third-Party Software Compatibility
About Virtual Environments
64-Bit Support Statement
Installation
Windows User Account Control Statement
Running the Installer
Change, Repair, or Remove an Installation
Controlling the Installer from the Command Line
Property Names
APPLICATION_SERVER_URL
APPSERVER_APPLICATION_NAME
REPORTINGVIEWER_APPLICATION_NAME
REPORTINGVIEWER_IIS_ASPNET_IMPERSONATION
REPORTINGVIEWER_IIS_NTAUTH
REPORTINGVIEWER_IIS_SSL
REPORTINGVIEWER_IIS_WEBSITE_ID
REPORTINGVIEWER_SERVICECLIENTTYPE
REPORTINGVIEWER_URL
DATASOURCE
IIS_ASPNET_PASS
IIS_ASPNET_USER
Configuration
Configuring the Unity Client to Create Web Viewer URLs
Configuring the Web Viewer
Usage
Scripted Web Viewer URLs
General Parameters
Runtime Parameters
Runtime Parameter Elements
Value Parameter Elements
Unity Client Usage
Reporting Dashboards in the Unity Client
Gallery Overview
Item Viewer Actions and Right-Click Menu Items
Item Viewer Actions
Right-Click Menu Items
Using the Item Viewer
Viewing Dashboards and Reports
Viewing Dashboards in Full-Screen Mode
Changing the Parameters of an Item
Using Columns and Groups for Reports
Adding Columns Using Column Chooser
Grouping Data Using Columns
Adding Summaries to Groupings
Formatting Columns in a Report
Numeric Data
Date Data and Date & Time Data
Enlarging a Dashboard Item
Using Interactive Dashboard Items
Using Master Filters to Update Related Dashboard Items
Displaying Detailed Data About Specific Elements in Dashboard Items
Limiting the Range of the Data Displayed in Related Dashboard Items
Executing Display Actions
Changing the Dashboard Theme
Sharing and Exporting Data
Sharing with Other Users
Adding or Removing Users and User Groups
Adding Users and User Groups
Removing Users and User Groups
Changing Access Levels and Extra Permissions
Adding Items to Your Personal Page
Adding Items to a Tile Group
Sending Items to Email Recipients
Copying Data or a Link to an Item to the Clipboard
Printing, Saving, or Archiving a View
Printing a Dashboard View
Saving a Dashboard View
Archiving a Dashboard View
Exporting Data to Microsoft Excel
Exporting or Printing Individual Dashboard Items
Printing Dashboard Items
Exporting Dashboard Items as a PDF
Exporting Dashboard Items as an Image
Exporting Dashboard Items to Microsoft Excel or CSV
Maintenance and Design
Category Administration
Creating New Categories
Changing Existing Categories
Changing the General Properties of a Category
Changing User Assignments for a Category
Changing Dashboard Assignments for a Category
Viewing History Logs
Exporting History to Excel
Scheduling Report Exports to a Spreadsheet
Web Client Usage
Reporting Dashboards in the Web Client
Gallery Overview
Using the Web Client Viewer
Viewing Dashboards and Reports
Viewing and Changing the Parameters of a Dashboard or Report
Using Interactive Dashboard Items
Using Master Filters to Update Related Dashboard Items
Displaying Detailed Data About Specific Elements in Dashboard Items
Limiting the Range of the Data Displayed in Related Dashboard Items
Executing Display Actions
Using Columns and Groups in Reports
Adding Columns Using Column Chooser
Grouping Data Using Columns
Adding Summaries to Groupings in Reports
Exporting Item Views
Exporting Dashboard Data to PDF or Image
Exporting Dashboard Data to Microsoft Excel or CSV
Exporting Report Data to Microsoft Excel or CSV
Exporting Data Providers to Microsoft Excel
Reporting Dashboards Web Suite Usage
About the Reporting Dashboards Web Suite
Logging Into the Web Suite
Using the Gallery View
Controlling a Dashboard in the Gallery View
Exporting Dashboard Items
Exporting Dashboard Items as PDFs
Exporting Dashboard Items as Images
Exporting Dashboard Items as Spreadsheets
Navigating the Web Dashboard Designer
Creating a New Reporting Dashboard
Opening an Existing Reporting Dashboard
Saving a Reporting Dashboard
Creating a Data Provider
Creating a New Data Provider
Copying an Existing Data Provider
Managing Data Providers
Adding a Data Provider
Removing a Data Provider
Filtering a Data Provider
Parameter Comparison Options
Date Range Parameter Options
Adding a Calculated Field
Editing the Title of a Reporting Dashboard
Editing Currency Options
Editing the Color Scheme
Adding Items to a Reporting Dashboard
Common Items
Maps Items
Filters Items
Layout Items
Configuring Items
Binding
Interactivity
Options
Common
Axis
Legend
Coloring
Color Scheme
Convert To
Remove

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