Dashboards and reports can be viewed in the OnBase Web Client and Unity Client.
Dashboards and reports can also be viewed from web browsers, including mobile web browsers, using the additional Reporting Dashboards Web Viewer, which is separate from the OnBase Web Client. This allows users who do not have access to the Unity Client or Web Client to view dashboards.
The dashboard and report viewer in the Web Client has limited functionality. It is not intended as a replacement for the Unity Client dashboard and report viewer. Advanced features such as drill-down items and master filtering are available, and items can be exported as images or PDFs, but the following common features are not available in the Web Client viewer, as well as other features not listed:
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Zooming and enlarging items
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Printing options
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Using display actions to open documents in OnBase
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Uploading dashboard views to OnBase
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Modifying dashboards
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Saving customizations to items, such as item widths
For full functionality, Reporting Dashboards must be accessed using the Unity Client.
To view dashboards and reports in the Web Client:
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Click the menu button at the left side of the navigation toolbar.
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Click Gallery.
The Gallery is displayed. See Using the Web Client Viewer.