Archiving a Dashboard View - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards
Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

A dashboard currently active in the item viewer can be archived into OnBase as a PNG (*.png) image file. The view that is archived is the currently displayed view. To update the view of the dashboard to reflect the most recent data, click Refresh in the View ribbon group.

To archive a dashboard view into OnBase as a PNG (*.png) image file:

  1. Click Print | Upload in the Actions ribbon group.
  2. The Unity Client Import window is displayed.
  3. In the left Import pane, select a Document Type Group and Document Type to archive the dashboard image under.
  4. Enter values for the Keyword Types under Keywords. The Keyword Types available depend on the Document Type selected.
    Tip:

    The File Type and Document Date are automatically selected for you and do not need to be changed.

  5. Click Import. The dashboard image is archived in OnBase under the Document Type selected.