Using the OnBase Reporting Dashboards

This article covers how authorized users can access the reporting dashboards in OnBase to access special reports that are available to them.

How do you want to access the reporting dashboard?

Expand or collapse content Using the OnBase web app

1. Log in to the campus portal and click on the OnBase custom reports icon in the Titan Online widget.

View step-by-step instructions on accessing OnBase.

2. Click on the main menu (three lines icon) at the top left

OnBase web homepage
OnBase Main Menu

4. Click on Shared With Me.

Reporting Dashboards menu

5. Click on the reporting dashboard that you want to view.

Available Reporting Dashboards
Expand or collapse content Using the OnBase desktop app

1. Open the OnBase desktop app and log in.

View step-by-step instructions on logging into the OnBase desktop app.

2. Click on the Reporting button on the Home ribbon.

reporting button in desktop client

3. Click on Shared With Me.

Gallery of reporting dashboards

4. Click on the reporting dashboard that you want to view.

Available Reporting Dashboards in desktop app

Choose your group for more details on the reports that are available to you:

Expand or collapse content Administration & Finance (DMC Team)

These screenshots show using the OnBase web app, but the steps are the same for the OnBase desktop app.

1. Click on DMC Team to expand the reporting dashboard.

Available reporting dashboards for DMC Team

2. Choose the report you want to run.

DMC Team reports

3. Use the available filters to customize the report. Select the date range to search for documents. Then click OK.

AF Scanning Report By User report settings
  1. Use the available filters to customize the report.
  2. Select the date range to search for documents.
  3. Then click OK.

4. Click Parameters to change the settings for the report. Click the refresh icon to refresh the report with your current settings. Click the export icon to export the report to PDF, image, or Excel.

AF Scanning Report By User results
  1. Click Parameters to change the settings for the report.
  2. Click the refresh icon to refresh the report with your current settings.
  3. Click the export icon to export the report to PDF, image, or Excel.
Expand or collapse content Registration & Records (Office of the Registrar)

These screenshots show using the OnBase desktop app, but the steps are the same for the OnBase web app.

1. Click on Office of the Registrar to expand the reporting dashboard.

Available reporting dashboards for Office of Registrar

2. Choose the report you want to run.

Office of the Registrar reports

3. Select the date range to search for documents. If desired, enter the Indexer ID to narrow down the results. Then click OK.

Indexer IDs for ADM Student Transcripts report

ARIT = EDI transcripts

AR Workflow = Documents that are in the workflow

ADM Student Transcripts report settings
  1. Select the date range to search for documents.
  2. If desired, enter the Indexer ID to narrow down the results.
  3. Then click OK.

4. Click Parameters to change the settings for the report. Click Refresh to refresh the report with your current settings. Click Print or the export icon to export the report to PDF, image, or Excel.

ADM Student Transcripts report results
  1. Click Parameters to change the settings for the report.
  2. Click Refresh to refresh the report with your current settings.
  3. Click Print or the export icon to export the report to PDF, image, or Excel.

Need More Help?

For training and how-to assistance, contact IT Training at 657-278-5647 or [email protected].

For technical assistance, contact the IT Help Desk at 657-278-7777 or [email protected].