Creating a New Reporting Dashboard - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards
Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

New reporting dashboards can be created in the Web Dashboard Designer. To create a new dashboard:

  1. Either click Create from the main screen with no dashboard loaded, or select New... from the Dashboards Menu. The New... screen is displayed.
  2. Enter the name of the dashboard into the Dashboard Name field. By default, the name "New Dashboard" is entered in the field.
  3. Select a data source from the list of available data sources. For more information on configuring data sources, see the Reporting Dashboards module reference guide.
  4. Click Create. The Dashboard Parameters dialog box is displayed.
  5. Select the desired parameters for the dashboard. Parameters are configured with the data source.
  6. Click Submit to create the dashboard. A blank dashboard is created.

Once a dashboard has been created, items must be added for display. For more information on these items, see Adding Items to a Reporting Dashboard.