Categories - Reporting Dashboards - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 24.1
License

The Categories tab of the Properties dialog box allows you to change the categories of a dashboard. Categories allow similar or related dashboards to be grouped together in the Gallery view, making them easier to find.

To add the dashboard to categories or remove it from categories:

  1. Click Add. The Select Categories dialog box is displayed.
    Tip:

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

  2. To select a category, move the cursor over the row for that category and select the checkbox that is displayed.

    To remove a category, deselect the checkbox beside the name of the category.

  3. Click OK at the Select Categories dialog box to save your selections.
  4. To remove dashboards from the category, select the dashboard to remove in the Assign Categories pane and click Remove. You are not prompted to confirm this action.
  5. Click OK to save your changes and close the properties dialog box.