Viewing and Changing the Parameters of a Dashboard or Report - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

Some dashboards and reports require runtime parameters to be filled in before they can be displayed. The Parameters dialog box is automatically displayed when the item is first accessed. Input the parameters, then click OK.

Tip:

To refresh the dashboard or report without making parameter changes, click the name of the dashboard again in the Gallery pane or click the Refresh icon in the upper right of the viewer.

To see an overview of the current parameters, place the cursor over the i icon beside the parameters button in the upper right of the item view:

To change the dashboard or report parameters:

  1. Click Parameters in the upper right of the item view.

    The Parameters dialog box is displayed.

  2. Update the parameters for the data in the items that you want to filter, limit, or otherwise update. The parameters that accept user input for all data providers assigned to the dashboard or report are included in the dialog box.
  3. Select the Save Parameters option to replace any saved parameters settings for the dashboard or report with the current selection. If the box is not checked, no parameters will be saved.
  4. Click OK. The item is automatically refreshed. Changing parameters clears existing filters.
    Note:

    If the amount of data returned for a dashboard or report 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 dashboard or report is less than the total amount of data available.