[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-194815-105":53,"doc-detail-194815-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","onbase-guide-reporting-dashboards","OnBase Guide Reporting Dashboards","","The Reporting Dashboards module in OnBase offers a user-friendly, point-and-click interface for creating visually rich, interactive dashboards and customizable reports. This guide serves as a supplement to the comprehensive resources available, particularly the MRG for in-depth configuration details. Within this module, users can configure various components including Dashboards, which are pre-designed and can incorporate visual elements like charts and graphs. Dashboards can be made accessible via URL if they do not contain any personally identifiable information. Reports are presented in a more traditional format, lacking visual elements, and are best suited for power users who can customize the included columns. Data Providers are essentially the queries that fetch the information necessary for dashboards and reports. Categories are utilized to group dashboards and reports, ensuring better organization. All configurations must adhere to the CU OnBase Naming Conventions. It is recommended to develop dashboards, reports, and data providers in DMOSTG to leverage updated data that may not always be present in DMOTST. To configure any aspect of the Reporting Dashboards module, users must utilize the Unity client and possess the necessary reporting configuration privileges within their user group. Completion of specific trainings is required to gain access to administrative reporting dashboard privileges.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/onbase-guide-reporting-dashboards/194815/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/onbase-guide-reporting-dashboards/194815.png","ImageObject",442,249,{"name":88,"@type":89},"Lucas Martin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-27","2026-09-03",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of the Reporting Dashboards module in OnBase?","Question",{"text":108,"@type":109},"The Reporting Dashboards module in OnBase allows users to create highly visual, interactive dashboards and user-customized reports through a point-and-click interface.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What are the main configurable components within the Reporting Dashboards module?",{"text":113,"@type":109},"Users can configure Dashboards, Reports, Data Providers (queries that retrieve information), and Categories (for organization and grouping).",{"name":115,"@type":106,"acceptedAnswer":116},"What are the prerequisites for configuring the Reporting Dashboards module?",{"text":117,"@type":109},"To configure the module, users need to use the Unity client, be in the appropriate user group for reporting configuration privileges, and have completed the necessary trainings.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},194815,1788442966,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":125,"read_time":140},8796095360427,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","| Background & Terminology\u003Cbr>The Reporting Dashboards module in OnBase provides a point-and-click configurable designer to create highly visual, interactive dashboards and usercustomized reports. This guide is intended to supplement the resources listed below, please refer to the MRG for full details on configuration.\u003Cbr>Within the module, you can configure:\u003Cbr>• Dashboards-these are pre-configured and can include visual elements such as charts, graphs, etc.\u003Cbr>o Dashboards can be made available via URL if they do not include personally identifiable information.\u003Cbr>• Reports-these are a more traditional report format without visual elements. Users with access to the report can choose the columns to include, so this is better suited for power users who are willing and able to customize their reports.\u003Cbr>• Data Providers-this is the query that retrieves the information to use in a dashboard and or report.\u003Cbr>• Categories-these are groups of dashboards and reports to provide organization\u003Cbr>Make sure all your configuration aligns with the CU OnBase Naming Conventions.\u003Cbr>It can be helpful to create dashboards, reports and data providers in DMOSTG to have access to updated data that’s not always available in DMOTST. |\n| --- |\n| Prerequisites\u003Cbr>In order to configure anything in the Reporting Dashboards module, you will need to use the Unity client and be in the appropriate user group for reporting configuration privileges.\u003Cbr>You’ll need to complete the trainings below to be given access to administrative reporting dashboard privileges. |","cbCaiuZluJs8jqWX","https://ap.wps.com/l/cbCaiuZluJs8jqWX","pdf",1559311,23,"English","# Background & Terminology\n## Prerequisites","[{\"question\":\"What is the purpose of the Reporting Dashboards module in OnBase?\",\"answer\":\"The Reporting Dashboards module in OnBase allows users to create highly visual, interactive dashboards and user-customized reports through a point-and-click interface.\"},{\"question\":\"What are the main configurable components within the Reporting Dashboards module?\",\"answer\":\"Users can configure Dashboards, Reports, Data Providers (queries that retrieve information), and Categories (for organization and grouping).\"},{\"question\":\"What are the prerequisites for configuring the Reporting Dashboards module?\",\"answer\":\"To configure the module, users need to use the Unity client, be in the appropriate user group for reporting configuration privileges, and have completed the necessary trainings.\"}]","OnBase Guide Reporting Dashboards | PDF",8]