Changing Dashboard Assignments for a Category - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The Items tab of the category Properties window is where you can change the dashboards and reports that are assigned to the category.

To add dashboards or reports to the category:

  1. Click Add. The Select Items window is displayed.
    Tip:

    To show only previously selected dashboards or reports, select Only Show Selected Items at the bottom of the main pane. To find a specific dashboard or report, 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 dashboard or report, move the cursor over the row for that item and select the check box that is displayed.
  3. Click OK at the Select Items window to save your selections.
  4. To remove an item from the list of assigned dashboards and reports, select the item to remove in the Assigned items pane and click Remove. You are not prompted to confirm this action.
  5. Click OK to save your changes and close the Properties window.