Changing Categories of a Report - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

To add the report to categories or remove it from categories:

  1. Click Add. The Select Categories dialog box is displayed.
    Tip:

    To show only previously selected categories, select Only show selected items. To find a specific category, type the first few letters of its name or its full name in the Find... field and the list is filtered accordingly.

  2. To select a category, move the cursor over the row for that category and select the check box that is displayed.

    To remove a category, deselect the check box beside the name of the category.

  3. Click OK at the Select Categories dialog box to save your selections.
  4. To remove reports from the category, select the report to remove in the Assign Categories pane and click Remove. You are not prompted to confirm this action.
  5. Click OK to save your changes and close the Properties dialog box.