Item Viewer Actions - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

This table describes the actions available from the Item Viewer ribbon. Additional information on each action can be found in the linked cross-references.

Action

Description

New

Launch the Create New Dashboard wizard. See Creating New Dashboards.

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

Gallery

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

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

CAUTION:

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

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

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

Open the dashboard designer to change the design of the active dashboard. See Using the Dashboard Designer.

Note:

This button is not available for reports.

View

Open the active dashboard in full-screen mode. In full-screen mode the dashboard or dashboard item fills the viewing area and only right-click menu options for dashboard items are available. See Viewing Dashboards in Full-Screen Mode.

To exit full-screen mode, click Exit Full Screen or press Esc or F11 on your keyboard.

Note:

This button is not available for reports.

Reset all master filters and drop down filters for the active dashboard or report and return it to its default display.

Open the Parameters dialog box for the active dashboard or report to change the available parameters for that dashboard or report. See Changing the Parameters of an Item.

Reload the data displayed in the active dashboard or report to reflect the most recent changes to the data or parameters for that dashboard or report.

Select columns for display and grouping in a report. Columns can also be dragged into this window to remove them from a report. See Using Columns and Groups for Reports.

Note:

This button is not available for dashboards.

Opens the editor for complex filters for the report. See CROSS REF NEEDED.

Note:

This button is not available for dashboards.

Actions

Grant or remove access to the active dashboard or report for users and User Groups. Access level and extra permissions can also be configured. See Sharing with Other Users.

Add the active item to your personal page or a tile group in the Unity Client, or send the dashboard or report to an email recipient. See:

Copy a hyperlink to the active dashboard or report to the clipboard, or copy an image of the item to the clipboard. See Copying Data or a Link to an Item to the Clipboard.

Note:

In order to use the link, the recipient must have access to the OnBase Unity Client and permission to view the item.

Print the item on a printer, save it as a PDF or image, or archive the currently active view of a dashboard or report. See Printing, Saving, or Archiving a View.

Save the data as a Microsoft Excel spreadsheet. See Exporting Data to Microsoft Excel.