Changing Existing Reports - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The report properties that can be changed include the name, description, icon, refresh rate, user access, categories, and data providers. They can be changed through the Properties dialog box.

To access the properties of a report, select the report to change in the Gallery pane on the left of the Item Viewer and click Properties in the Gallery ribbon group:

You can also right-click the name of the report to change in the Gallery pane on the left of the Item Viewer and select Properties from the right-click menu:

The Properties dialog box is displayed:

The Properties dialog box is divided into the following areas:

  • General: Change the name, description, icon, and refresh rate of the report. See General.

  • Sharing: Change user access to the report. See Sharing.

  • Categories: Change the categories of a report. See Categories.

  • Data Providers: Change the data providers of a report. See Data Providers.

  • Display Actions: Change the display actions of the report, or reconfigure existing display actions. See Display Actions.