Need help setting up new data providers for reporting dashboards? This blog and the video below will walk you through the process step by step so you’ll be an expert in no time.

How to Set Up a New Data Provider in OnBase Reporting Dashboards

How to Set Up a New Data Provider in OnBase Reporting Dashboards

1. Create a Data Provider

First, log into the Unity Client, then go to “reporting.” There are two places you can create a data provider, either within “create a dashboard” or an “administration.” For this demonstration, we’re going to create it within “ administration.” Then, click on “create new data provider.”

2. Give it a Name

It’ll give you the option to copy an existing data provider, but for this demonstration, we created a completely new one. Next, give it a name and select the type of data you’d like to report on. You’ll see options like Workflow or WorkView, but for this demonstration, we used “document query,” which retrieves keyword information for the selected document types. Next, select what document types you’d like information from.

3. Select Security Options and Display Columns

Now it’s time to choose your security options. For this demonstration, we’re just going to leave the defaults. Next, we have to add the keywords we would like to be returned by the data provider. For this, we’re just going to add “invoice amount,” “vendor number,” and “vendor name.” Then, we have to choose the display columns for the data provider. By default, it selects all of them. And on the right side of the screen, you should see a little preview of what it will look like. For this demonstration, we decided to leave that as it is.

4. Grant Access

Next, we have to choose who will have access to the data provider. By default, the user you create the data provider with will have full control since they are the owner. But you can also add additional users and user groups.

Additionally, by default, any additional user groups will have execute-only status. Basically, they’ll only be able to run the data provider, they will not be able to make any changes to it. Right-click and change it to full control if you’d like. For our demonstration, we left it as “execute.” Now, you’ll see a summary of the options and changes. If that looks good, click finish. The new data provider shows up in the list and you can now use it for any reporting dashboards you would like.

And that’s it, that’s how you set up a new data provider in OnBase reporting dashboards. Want some tips on how to maximize your overall use of OnBase reporting dashboards? Check out this blog.

 

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