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Reporting Dashboards

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SECTION 1: Introduction

01 Introduction 3 m
02 Demonstration of End User Functionality 4 m
03 Tour and Terminology 6 m
04 Activity: Terminology Review
05 User Groups and Rights 6 m
06 Activity: User Groups and Rights

SECTION 2: Configuring Data Providers

07 Document Data Provider Type 6 m
08 Workflow Activity Data Provider Type 7 m
09 Workflow Inbox Data Provider Type 3 m
10 Custom SQL Data Provider Type 4 m

SECTION 3: Configuring Dashboards and Dashboard Items

11 Creating a New Dashboard 3 m
12 Grids and Rules 4 m
13 Cards 2 m
14 Choropleth Maps & Master Filters 4 m
15 Pie Charts 1 m
16 Filter Elements 1 m
17 Display & Viewer Actions 3 m
18 Activity: Explore the Dashboard Items
19 Conclusion 2 m

SECTION 4: Final Assessment (Earn 80% or higher to earn credit)

20 Final Assessment

Further Learning

21 Try the Reporting Dashboards Hands-On Lab

Reporting Dashboards is a powerful business analytics tool that displays information stored in OnBase in a visual, interactive way. The user interface is highly customizable and intuitive, providing convenient views into your organization’s data through features such as full screen support, customizable themes, dashboard actions, and drilldown support.

Through Reporting Dashboards, highly complex dashboards can easily be created using simple drag-and-drop functionality. Quickly view and interpret relevant data and make proactive business decisions with Reporting Dashboards.

  • OnBase
  • eLearning
  • P1076
  • Beginner
  • 59 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Using the Create Data Provider Wizard
  • Choosing and Rearranging the Display Columns for the Data Provider
  • Selecting Users to Have Access to the Data Provider
  • Respecting Security Keywords and Load Balancing
  • Providing Default Values for the Input Parameters
  • Showing Debug Output for the SQL Query Data Provider
  • Using the Create New Dashboard Wizard
  • Assigning Data Providers to Dashboards
  • Assigning Users to Have Access to the Dashboard
  • Renaming Dashboard Items
  • Establishing Rules for Dashboard Items
  • Enabling Drill Down Functionality
  • Binding a Data Member to a Map Attribute
  • Placing Color Legends onto Maps
  • Assigning Shape Labels to Maps
  • Displaying Documents from a Dashboard
Learning Paths with This Course

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