Sharing and Exporting Data - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards
Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

Dashboards and reports can be shared with other Reporting Dashboards users or sent to them in an email. They can also be printed, saved, copied to the clipboard as an image, and exported as data to a spreadsheet. The Actions ribbon group of the Item Viewer ribbon provides access to the sharing and export functions:

Action

Description

Use this action to share the dashboard or report with other OnBase users. See Sharing with Other Users.

Use this action to add the dashboard or report to your personal page or a Tile Group in the OnBase Unity Client, or to send the dashboard to an email recipient. For more information, see

Use this action to copy one of the following to the clipboard:

  • A hyperlink to the dashboard or report to the clipboard

  • An image of the dashboard to the clipboard.

See Copying Data or a Link to an Item to the Clipboard.

Use this action to:

  • Print the dashboard or report view on a printer

  • Save the dashboard or report view as a PDF or image

  • Archive the dashboard or report view in OnBase

See Printing, Saving, or Archiving a View.

Use this action to save the dashboard data as a Microsoft Excel spreadsheet. See Exporting Data to Microsoft Excel.

The Export To action can be used to export individual dashboard items to an image or PDF, or to print the individual item. If the Export To action is available for an item, the button is displayed in the title of the dashboard item. See Exporting or Printing Individual Dashboard Items.