Saving 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 saved as a PDF or image file. The view that is captured 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 save a dashboard view as a PDF:

  1. Click Print | Save to PDF in the Actions ribbon group.

    The Microsoft Windows Save As dialog box is displayed.

  2. Browse to a location to save the file.
  3. Enter a file name for the file in the field provided. By default, the name of the dashboard is used as the file name.
    Note:

    Do not change the file type to anything other than PDF (*.pdf).

  4. Click Save. The dashboard is saved as a PDF at the location specified.

    To save a dashboard view as an image file:

  5. Click Print | Save to Image in the Actions ribbon group.

    The Microsoft Windows Save As dialog box is displayed.

  6. Browse to a location to save the file.
  7. Enter a file name for the file in the field provided. By default, the name of the dashboard is used as the file name.
  8. Select a file type for the image: PNG (*.png), JPEG (*.jpg; *.jpeg; *.jpe; *.jfif), or TIFF (*.tif; *.tiff). By default the image is saved as PNG (*.png) file.
  9. Click Save. The dashboard is saved as an image at the location specified.