WorkView Summary Portlet - StatusView - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

StatusView

Platform
OnBase
Product
StatusView
Release
Foundation 22.1
License
Standard
Premier
Essential
  1. Select the Application on which to base the summary.
  2. Select the Filter from which to pull summary data.
    Note:

    In order for a filter to appear in the drop-down list, it must be added to a Filter Bar that the user has permission to access.

  3. Select the attribute that the summary will represent from the Summarize By drop-down list.
  4. Select a Summary Type from the drop-down list.
    • The Tabular type displays data in a table format.

    • The Pie Chart option displays data in a pie graph. Additional options become available, allowing you to configure the chart.

    • The Bar Chart option displays the information in a bar graph. Additional options become available, allowing you to configure the chart.

    If you select Tabular, skip to step 7, otherwise continue to the next step.

  5. To display a legend for the chart, select Show Legend.
  6. To display labels on the chart, select Show Labels.
  7. Click Save.