This table describes the actions available from the Item Viewer ribbon. Additional information on each action can be found in the linked cross-references.
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Action |
Description |
|---|---|
|
New |
|
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Launch the Create New Dashboard wizard. See Creating New Dashboards. |
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Launch the Create New Report wizard. See Creating New Reports. |
|
Gallery |
|
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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. |
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Open the Properties dialog box for the active dashboard or report. See Changing Existing Dashboards or Changing Existing Reports. |
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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. |
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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. |
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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. |
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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. |
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Opens the editor for complex filters for the report. See CROSS REF NEEDED. Note:
This button is not available for dashboards. |
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Actions |
|
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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. |
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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: |
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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. |
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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. |
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Save the data as a Microsoft Excel spreadsheet. See Exporting Data to Microsoft Excel. |