Reporting & Dashboards Forum

Display File Cabinet functionality

Is there any way to get to the foldernum a document belongs to other than adding it as a KW value? I'm using the WF Inbox data provider and would like to go to the folder the document is part of instead of the document.

Constant values as Gauge Targets

This question is related to my other question, here. Todd Bailey was able to help me out to get customized scales per gauge but I'd like to know now if there's any way to configure targets with constant or literal values under gauges or cards. In o...

Resolved! Expose Unity Form Fields in a Dashboard

Is it possible to expose a unity form field in a dashboard for reporting?

Resolved! Is it possible to create filtered columns?

I think this should be easy but I can't figure out what I am missing. I want to count documents in a queue based on entry date. So Entry Day between 1-5 days before today, 6-10 days before today, and 11+ days before today. My data provider gives me a...

Resolved! How do you Change Name of a Copied Dashboard?

Hi everyone,I've created a new dashboard report in Unity client by using the copy from existing dashboard functionality. I've renamed the new dashboard and it shows that new name in the gallery, however, when the actual report is open, the name on t...

Resolved! How to Change the Name of a Copied Dashboard Report?

Hi everyone,I've created a new dashboard report in Unity client by using the copy from existing dashboard functionality. I've renamed the new dashboard and it shows that new name in the gallery, however, when the actual report is open, the name on t...

Needing more specificity in report

Frequently we need to be able to run reports or queries on very specific criteria without using any patient information/keywords. I am unable to get the information that I need from the pre-built data providers in OnBase; author cannot be used as a p...

Getting started - creating dashboards to report on workflow activity

We are just getting started with Reporting Dashboards (actually still in demo mode). Does anyone have any advice? We will like to create dashboards that will present the following high level data and will allow us to drill down to see the data poin...

Resolved! Display Process Length Across Timeline

I am trying to create a visual representation of our scheduled processes. I want to show when a process starts and how long it runs against a timeline (24 hr day), and display that stacked with other processes similar to the example below. Here, I ...

Resolved! Reporting Dashboard Templates from Community Live

We sent an individual to the last Community Live event where they attended a session on the reporting dashboards. The presenter was creating new dashboards based on imported templates. At the time the presenter was unable to provide the templates ...

Hyland Connect

Forum Posts

Display File Cabinet functionality

Constant values as Gauge Targets

Resolved! Expose Unity Form Fields in a Dashboard

Resolved! Is it possible to create filtered columns?

Resolved! How do you Change Name of a Copied Dashboard?

Resolved! How to Change the Name of a Copied Dashboard Report?

Needing more specificity in report

Getting started - creating dashboards to report on workflow activity

Resolved! Display Process Length Across Timeline

Resolved! Reporting Dashboard Templates from Community Live

Is Reporting Dashboards Version specific

Converting reports from Report Services

Workflow Process Toos - Data Retrieval and Present...

Report Services to Reporting Dashboards - Default ...

PowerBI connection to Reporting Dashboards

Does reporting viewer pass the %U parameter to a W...

Reporting Dashboard Permission

Error on Data Provider after a few weeks

How to use "Edit Rules" to create a rule that high...

Reporting Dashboard for WorkView objects