Adding Items to Your Personal Page - Reporting Dashboards - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 24.1
License

Dashboards, reports, and dashboard items can be added to your Personal Page in the Unity Client, allowing you to access these items quickly from a single page. When the dashboard or report is opened from your Personal Page, it is displayed in a new window.

Note:

Depending on your system's configuration, you may not be able to add items to your Personal Page. Contact your system administrator for information on your solution's configuration.

To add a dashboard, report, or dashboard item to your Personal Page, you can:

  • Right-click the name of the dashboard or report in the Gallery pane and select Send To | Personal Page.

  • Click Send To | Personal Page in the Actions ribbon group when the dashboard or report is active in the viewer.

  • Right-click on the specific dashboard item in the item viewer and select Send Item to Personal Page.

Note:

When a dashboard item is added to your Personal Page, the whole dashboard containing the dashboard item is added, with the selected dashboard item enlarged when the dashboard is displayed. The enlarged dashboard item can be closed and the dashboard used like normal.