Reporting Dashboard for WorkView objects

[Kelly_Guthrie1]

I have WorkView objects that contain a Provisional Credit Amount attribute. I need to create a report of these objects based on a date range and display the total of the Provisional Credit Amount. I have created a WV filter and on the Advanced tab selected Enable reportable view and entered a Name.

When I go to Reporting Dashboards > Administration > Create New Data Provider > New Data Provider > select WorkView as the Data Provider Type > I'm not sure what to enter in the Configure Query|Display Columns search field. Can someone assist me with the next steps I need to take or what I'm missing?

Thank you,
Kelly Guthrie

[Jason_Motter · Accepted solution]

@Kelly Guthrie

You may need to configure the Module Associations for Reporting Dashboards on the WorkView tab in Studio.   This allows you to choose which WorkView filters appear in the Select Source dropdown when configuring the data provider.

[Eric_Beavers]

This is the solution! PS: Free elearning video on how to do this on Hyland University

WorkView Latest Enhancements - Leverage Existing Data for Reporting | Hyland Education Services

[Eric_Beavers]

You need to use Module Associations instead.

"Enable reportable view" is used to create Database Views directly in SQL Server or Oracle. Examples from my dev system:

[Kelly_Guthrie1]

Thank you @Jason Motter and @Eric Beavers!  Module Associations was exactly what I was missing.

I'll definitely watch the training video.

Kelly