Adding Items to a Tile Group - Reporting Dashboards - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 24.1
License

A dashboard, report, or dashboard item can be added to a Tile Group in the Unity Client, allowing users to access the dashboard, report, or dashboard item quickly. When the dashboard or report is opened from a tile, it is displayed in a new window.

See the Unity Client module reference guide for complete details on tiles and Tile Groups.

Note:

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

To add a dashboard, report, or dashboard item to a Tile Group:

  1. Select one of the following options to access the Add to Tile Groups dialog box:
    • Right-click the name of the dashboard or report in the Gallery pane and select Send To | Tile Group.

    • Click Send To | Tile Group 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 Tile Group.

      Note:

      If a dashboard item is added to a Tile Group, 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.

  2. Select the Tile Group to add the dashboard, report, or dashboard item to.
  3. Click OK.
    Tip:

    See the Unity Client module reference guide for complete details on tiles and Tile Groups.