Reporting & Dashboards Forum

Reporting Dashboards - Export Current View of Data to Excel

Is there a way to export a reporting dashboard to excel but only include the data that is currently being displayed?I see that the "Export Data" button says it will "Export the item's underlying data to a spreadsheet." From my experience, this means ...

Resolved! Changing number format

We just went live with OnBase 17 and have just started to user Reporting dashboard. My users are a bit confused with the number format displaying in ####k.Is there a way to change to the exact number instead, so the below will show as 1100 instead. I...

Reporting Dashboards Workflow Activity Data Provider Type

I'm building a dashboard to report on how long documents took to go through workflow. I would like to use a contains filter on the Content Name to only report on documents with a certain keyword value which is included in the auto-name string. Sound...

dashboard "extra permissions"

I'd like to be able to apply the "export" extra permission to a group of users across a group of dashboards. The current GUI supports doing it only on individual dashboards; that's lots of right-clicking for the number of dashboard we have.Also: I'...

Resolved! Adding Shapefiles to Reporting Dashboard

Good morning,I'm working on a dashboard for our Undergraduate Admissions office and I'd like to map out transcripts submitted by county. I have the county shapefile ready to load - but when I add it to the dashboard, the image doesn't render on the d...

How to count moving through the workflow

I have a problem I'm having trouble turning into a dashboard. It's for my AP department. I have a workflow with a Q structure similar to this (simplified for this purpose)1) Initial2) Invoice type A3) Invoice Type B4) Vendor Info5) Exception6) Done7...

Resolved! Remove Keyword from Data Provider

I have a Document Type data provider I created with keywords a, b, c, d, e, and f. I use that data provider on dashboard X. When I have the client verify that dashboard X looks correct, they come back and let me know they gave me the wrong keyword,...

Resolved! The Differences between Reporting Dashboard (RD) & Reporting Services (RS)?

Besides, RD provides UI displays of data and grants users creating their own dashboards; for IT/developers perspectives, what are the differences RD & RS? and which one provides more capabilities?

Is it possible to combine the Scanning, Indexing, and QA Productivity reports into one?

Is it possible to combine the Scanning, Indexing, and QA Productivity reports into one? Our HIM Director wants to see everything on a single dashboard, instead of switching between the three.

Resolved! Importing Dashboards & Database Locking

Does importing a new dashboard through the import functionality in the dashboard admin section lock the database like when we import a workflow?

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Forum Posts

Reporting Dashboards - Export Current View of Data to Excel

Resolved! Changing number format

Reporting Dashboards Workflow Activity Data Provider Type

dashboard "extra permissions"

Resolved! Adding Shapefiles to Reporting Dashboard

How to count moving through the workflow

Resolved! Remove Keyword from Data Provider

Resolved! The Differences between Reporting Dashboard (RD) & Reporting Services (RS)?

Is it possible to combine the Scanning, Indexing, and QA Productivity reports into one?

Resolved! Importing Dashboards & Database Locking

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