Changing the Dashboards and Reports Assigned to a Data Provider - Reporting Dashboards - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 24.1
License

The Items tab of the Properties dialog box is where you can change the dashboards and reports assigned to the data provider.

To access the properties of a data provider in the Administration area:

  1. Select Data Providers in the left pane under Configuration Items. The data providers configured are listed in the right pane.
  2. Select a data provider to change in the right pane and click Properties in the Data Provider ribbon group or right-click it and select Properties from the right-click menu.

    The Properties dialog box is displayed.

  3. Select the Items tab.
  4. To add a dashboard or report, click Add. The Select Items dialog box is displayed.
    Tip:

    To show only previously selected dashboards or reports, select Only Show Selected Items at the bottom of the main pane. To find a specific dashboard or report, type the first few letters of its name or its full name in the Find... field and the list is filtered accordingly.

  5. To select a dashboard or report, move the cursor over the row for that item and select the check box that is displayed.
  6. Click OK at the Select Items window to save your selections.
  7. To remove an item from the list of assigned dashboards and reports, select the item to remove in the Assigned items pane and click Remove. You are not prompted to confirm this action.
  8. Click OK to save your changes and close the Properties dialog box.