OnBase Reporting Dashboards

OnBase Reporting Dashboards is an easy-to-use point-and-click tool to configure real-time dashboards, provide IT employees critical system monitoring data, the management team process control of the workflows and end users a way to monitor their individual workload.

This demo-packed webinar will show you how to configure your very own OnBase Reporting Dashboard. You will see the ease of the point-and-click configuration and sharing of the reports you develop. Enjoy writing SQL? It can readily accept your custom SQL select statements to pull back complex data. Want to report on data from another database?  Of course, you do, and OnBase Reporting Dashboards give you that ability.

The Demos: What to Expect

Firstly, we will demo the dynamic dashboard capabilities that provide users the ability to interact with the dashboard to drill down to specific data adding efficiency to their day. Users can open documents, folders, workview objects or workflow queues directly from within the dashboard.

Secondly, you will learn how to create the dashboard and a data provider required to create your first dashboard. In addition, you will see how easy it is to share the dashboard with other Unity Client users, secure the dashboard and export the data to excel. You can even share the dashboard by a simple HTML link, so NO Unity client is required!

Naviant loves the OnBase Reporting Dashboard module so much, we have created a custom dashboard bundle. You requested some more information from OnBase, we heard you and built them for you.

A picture says a thousand words; you can have more than one picture representation of your data on a dashboard making OnBase Reporting Dashboard.

Learn about the robust tools and capabilities of Reporting Dashboards:


  • A tour of reporting dashboard features and terminology
  • A Data Provider discussion on what information you can report on
  • Examples of tools like customizable refresh rates, filtering and reporting actions
  • A walkthrough of point and click dashboard design
  • User security requirements for creation and sharing of reports

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