Creating New Categories - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The Create Category Wizard is used to create new categories. Categories allow similar or related dashboards to be grouped together in the Gallery view, making them easier for users to find.

The process is the same for copying an existing category or creating a completely new category, except the options are pre-configured with the information from the category that was copied if you choose to copy an existing category. The pre-configured options for copied categories can be changed or edited to reflect the requirements of the new category, unless otherwise noted.

To create a new category:

  1. Launch the Create Category Wizard by right-clicking anywhere in the Gallery pane and selecting New Category:

    To copy an existing category, right-click the category to copy in the Gallery and select Copy to New:

    The What would you like to name this category? dialog box is displayed.

    Note:

    When a category is copied, the options in the remaining dialog boxes are pre-configured with the information from the category that was copied. Unless otherwise noted, the pre-configured options can be changed or edited to reflect the requirements of the new category.

  2. Type a name for the category in the Name field. The name must be unique compared to other categories created by the same user, but may share a name with categories created by other users. The name should logically describe the kinds of dashboards or reports that will be assigned to it.
  3. Type a description of the category in the Description field. The description should briefly explain what the intended purpose of the category is and what type of dashboards or reports a user can expect to see under it.
  4. Select an icon for the category 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 categories more easily if there are multiple categories available.
  5. Click Next. The Select items to add to this category page is displayed.
  6. To add dashboards or reports to the category, click Add. The Select Items page is displayed.
    Tip:

    To show only previously selected item, select Only Show Selected Items at the bottom of the main pane. To find a specific item, type the first few letters of its name or its full name in the Find... field and the list is filtered accordingly.

  7. To select a dashboard or report, move the cursor over the row for that item and select the check box that is displayed.

    To remove a dashboard or report, deselect the check box beside the name of the item.

  8. Click OK. The Select items to add to this category dialog box is displayed, which lists the dashboards selected.
  9. To remove dashboards from the category, select the dashboard to remove and click Remove. You are not prompted to confirm this action.
  10. Click Next. The Who would you like to have access to this category? page is displayed.
  11. To grant access to a new user, click Add. The Select Users dialog box is displayed. Only users and users groups with access to Reporting Dashboards are listed.
    Tip:

    To show only users, select Specific User from the drop-down list, and to show only user groups, select User Group from the drop-down list. To find a specific user or user group, type the first few letters of the name or the full name in the Find... field and the list is filtered accordingly. To show only previously selected users, select Only Show Selected Items at the bottom of the main pane.

  12. To select a user, move the cursor over that user's row and select the check box that is displayed.

    To remove a user's access, deselect the check box beside the user's name.

    Note:

    The owner is the user who created the category. Access cannot be changed for the owner.

  13. Click OK at the Select Users dialog box to save your user selections.
  14. To change a user's access level, right-click the user's name in the Who would you like to have access to this category? dialog box and select Full Control:
    • If the user currently has Execute Only access, they are granted Full Control.

    • If the user currently has Full Control, their access level is reduced to Execute Only.

    Full Control allows the user to configure the settings for the category, including user access. Execute Only allows the user to use, but not configure, the category.

    Note:

    The owner is the user who created the category. Access cannot be changed for the owner.

  15. To remove a user, right-click the right-click the user's name in the Who would you like to have access to this category? page and select Remove. You are not prompted to confirm this action.
  16. Click Next. The Summary dialog box is displayed. Review the information in main pane to confirm that the category is correctly configured. If not, click Previous to return to the various configuration dialog boxes so that changes can be made.
  17. Click Finish. The category is saved and is available for use with dashboards and reports.