Report Administration Actions - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The following table describes the actions available from the Report Administration ribbon.

Action

Description

New

Launch the Create New Report wizard. See Creating New Reports.

Gallery

Launch the Create New Report wizard with the configuration and settings of the active item pre-populated. See Creating New Reports.

Delete the active report. You are prompted to confirm this action.

CAUTION:

Deleted reports are no longer available to any users and cannot be recovered.

View the history log for the active report, which includes configuration changes and an access log. See Viewing History Logs.

Open the Properties dialog box for the active report. See Changing Existing Reports.

Actions

Open the Assign Data Providers dialog box to select the data provider for the active report. See Data Providers.

Open the Assign Categories dialog box to select categories for the active report. See Categories.

Open the Assign Users dialog box to select which users can access to the report. See Adding Users or User Groups to the Report.

Open the report in the Item Viewer in a new window. See Using the Item Viewer.