Viewing Dashboards and Reports - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

To view a dashboard or a report, click its name in the Gallery pane, or click its tab in the item viewer if it has already been opened. Some dashboards require runtime parameters to be filled in before they can be displayed. The Parameters dialog box is automatically displayed when the dashboard or report is first accessed. The Column Chooser dialog box will appear for reports if columns have not already been selected for that report. Input the parameters, then click OK.

Note:

If the amount of data returned for any item is limited by the configuration of the data provider, this limit is displayed in the lower right corner of the item viewer when the amount of data included in the item is less than the total amount of data available.

To see a brief description of a dashboard or report before accessing it, move the cursor over the name of the dashboard or report in the Gallery or on its tab, but do not click it. The configured description is displayed:

To open a dashboard or report in its own window, click the Open in New Window icon on the tab.

The item is displayed in a new window and its related tab is closed. The new window also includes the Item Viewer ribbon.

To close a dashboard or report, click the X on the tab, or close the window if the item is displayed in its own window.

The following sections contain more detail on viewing dashboards and reports: