General - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The General tab of the Properties dialog box allows you to change the name, description, icon, and refresh rate of the report. The ID field in the upper-right corner is a read-only field that displays the ID number assigned to the report by the system.

To change the general properties of a report:

  1. Update the name of the report in the Name field. The name should be unique and allow the report to be easily distinguished from other reports.
  2. If you wish to make a report available for all users, select the Public report option.
    Note:

    When a report is made public, previously configured sharing settings, except for report owner, are removed.

    Note:

    When the Public report option is changed, the report may need to be renamed. A public report can not have the same name as any other public report or dashboard. A non-public report can not have the same name as any public or non-public report or dashboard. You will be prompted if you need to change the name of the report to meet these requirements.

  3. If Public report is selected, the Respect extra permissions option is enabled. Select this option to allow a public report owner to assign users and User Groups the permission to share or export report data.
  4. Update the brief description of the report in the Description field. The description should briefly explain what the intended purpose of the report is and what type of data a user can expect to see in it.
  5. Select an icon for the report from the Icon drop-down list. This list is populated with the available system icons. You do not have to select an icon, but icons can help users find reports more easily if there are multiple reports available.
  6. Enter the number of seconds between automatic refreshes of the report display in the Report refresh rate field. Use the arrows on the right side of the field to increase or decrease the value in increments of five. By default, this time is measured in seconds. If you wish to use a measurement other than seconds, select that measurement from the drop-down list on to the right of this box.
    Note:

    Only members of User Groups with the Administrator Access privilege can set the refresh rate of a report.

  7. If you have completed all the changes to the report properties that you intend to make, click OK. The changes are saved and the Properties dialog box is closed.
    If you intend to make changes to other properties, click the corresponding tab and make those changes first before clicking OK.