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Reporting Dashboards: Beyond the Basics

SECTION 1: Introduction

01 Introduction 1 m
02 Terminology Review 3 m

SECTION 2: Leveraging Data from WorkView | Case Manager

03 Module Associations 4 m
04 Create a WorkView Driven Data Provider 3 m
05 Design a Dashboard with a WorkView Data Provider 14 m
06 Create a Custom URL for iFrames 6 m

SECTION 3: Leveraging Data from Non-OnBase Databases

07 Create an External Database Connection 2 m
08 Create a Custom SQL Data Provider 12 m
09 Utilize Multiple Data Providers within a Dashboard 14 m
10 Cross-Data-Source Filtering 4 m
11 Conclusion 5 m

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

12 Final Assessment

Reporting Dashboards is a powerful business analytics tool that displays information in a visual, interactive way. Move beyond the basics when you learn how to surface WorkView | Case Manager information, and data from non-OnBase data sources.

  • Premium
  • P1652
  • Intermediate
  • 1 hr 8 mins
  • Available with Premium Subscription

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Topics Covered
  • Selecting Filters during Module Association
  • Allowing Users Access to a Module Association
  • Making a Dashboard Public
  • Assigning an Icon to a Dashboard
  • Setting a Dashboard Refresh Rate
  • Using the Expression Editor to Concatenate
  • Establishing a Rule on a Dashboard
  • Enabling Drill Down and Multiple Master Filter
  • Rearranging a Dashboard Item on the Dashboard
  • Adding a Calculated Field
  • Preventing Parameter Changes
  • Configuring Input Parameters
  • Editing SQL Parameters
  • Restricting User Input to Select List Values
  • Adding a Combo Box Filter Element
  • Ignoring Master Filters
  • Populating a Read-Only User in WAMCON