Advanced Reporting Dashboards &

Business Process Intelligence

Todd Bailey, Thomas Cupp, Dante
Dirskell, and Brad Sedor
 #CommunityLIVE

1. Reporting Dashboards Basics

2. Labs
• Module Associations – Lab 1
• Custom URLs – Lab 2
• Third Party Data Sources – Lab 3

Agenda
• Creating a Trend Line – Lab 4
• Custom SQL – Lab 5

3. Open Season!
4. Reporting Best Practices
5. OnBase 18
6. Recap
• How are you currently using
Reporting Dashboards?

• What are you hoping to learn in this

session?
Architecture, Terms and User
Privileges
Reporting Web Server
Application Server web.config
• ADO.net Support for Core based modules *NEW IN 18*
• datetimeoffset data types are now supported
• ODBC connections to the OnBase database are no longer supported by
the Application Server
• At least one connection string is created and stored in the web.config
• friendly name (i.e. data source name), server name, database name,
and possibly other optional parameters
 Application Server web.config

Viewer Account Info:

User ID: viewer
Password: cprt_hsi
OnBase Configuration Reporting Options
OnBase Configuration Reporting Options

WAMCON
 #CommunityLIVE

Reporting Dashboards Configuration Terminology

• Data Provider Type
• Data Provider
• Category
• Dashboard
• Dashboard Item
• Report *NEW*
 Standard Reporting Process

Database/OnBase Admin

End User
 Dashboards Reporting Process

Database/OnBase Admin

End User
Supported Macros >>
##OB_<MACRO-NAME>{(comma-separated-macro-arguments)}
##OB_ All macro instructions must begin with this symbol
NOTE: To escape this token and prevent expansion users can prepend
an extra # symbol
<MACRO-NAME> A valid macro name from the list of built-in macros. If no such macro
name exists an exception is thrown
NOTE: Macro names are case sensitive
{(<comma-separated- A comma separate list of arguments used to evaluate the macro.
macro-arguments)} Depending on the macro function, the argument list specifier is
optional. However if present, forms part of the macro token reference
and gets consumed during expansion.
NOTE: Macro instructions cannot be nested
NOTE: Values are treated as text however the query engine will
substitute instances of input-parameter symbols (see section on query
parameterization) with user supplied values when evaluating
##OB_<MACRO-NAME>{(comma-separated-macro-arguments)}
Several supported Macros:
CURRENTUSER_ID
CURRENTUSER_NAME
CURRENTUSER_REALNAME
CURRENTUSER_LOCALTIME
CURRENTUSER_INSTITUTIONID
CURRENTUSER_WORKSTATIONID
OPTIONSELECT_ALL
OPTIONSELECT_NONE
KEYWORDVALUE_TABLE
SECURITYKEYWORDVALUE_TABLE
WorkView Reporting – Pre OnBase 18
Module Associations
Lab 1
Reporting Web Viewer
Unity Client Config XML
Custom URLs
Lab 2
Third Party Data Sources
Lab 3
Creating a Trend Line
Lab 4
Creating a Custom SQL Data
Provider with Macros
Lab 5
Open Season!
Advanced Reporting Best Practices
AKA “How to not break your system like a PRO”
Reporting Dashboards Best Practices
• When possible, don’t report against your Production database
• Nightly backups
• SQL Availability Groups
• Log Shipping
• It’s recommended to report against a separate Reporting database, which
will also require an additional ADO.net string in the App Server’s .config file.
• If using the Custom SQL Data Provider Type, all development and testing
should be done by a certified database administrator
• Consult the Database Reporting Guide for more information on the OnBase
Database
Reporting Dashboards Best Practices
• Contact your database administrator

• SET TRANSACTION ISOLATION LEVEL READ UNCOMMITTED

• SELECT top 5 * from SOMETABLE

• NOT “SELECT * from SOMETABLE where planet = earth”

OnBase 18
…and beyond
OnBase 18
• 6 NEW Data Provider Types
• Distribution Services
• EIS Workflow Messaging – Active Messages
• EIS Workflow Messaging – Completed Messages
• EIS Workflow Messaging – Message Archive Processing
• RCM AR Management
• WorkView
WorkView Reporting – OnBase 18
OnBase 18 cont.
• Reports Feature
• Conditionally Formatted Data Bars
• New Dashboard Items - Scatter Chart, Treemap, Bound Image
• Enhanced Text Box Features – Tables, Pictures, Positioning
OnBase 18 cont.
• Range Filter Enhancements – Pre-defined Time Periods
• Pre-defined periods can be set so that filtering can be done quicker for
use cases that are frequently used, such as last 30, last 60, last 90 days.
OnBase 18 cont.
• Additional Layout Options for Cards and Pivot Grids

Stretched: Lightweight:

Centered: Compact:
OnBase 18 cont.
• Column Totals (Grid Dashboard Items)
• Allow Wildcard Operators with Custom SQL Data Provider
• Prevent Parameter Changes in the Reporting Viewer
• Unity Scheduler – Generate Excel File from a Data Provider or
Report
• Improved Expression Editor Functionality
Things you may have missed in OnBase 17
• 3 Data Provider Types (Agenda & Minutes, Plan Review, Revenue Cycle Management (RCM))
• OnBase Web Client Viewer
• Parameter Consolidation (Custom SQL, Doc Query, RCM)
• Geolocation Display Action
• Document Query can retrieve Geospatial Data
• Dashboard Export Permission for Public Dashboards
• New Macros
• CURRENTUSER_WORKSTATIONID
• SECURITYKEYWORDVALUE_TABLE
• Reporting Options now in OnBase Configuration
• Integration with Document Composition
Resources

• OnBase.com/Community
• Reporting Dashboards Blogs
• Technical Videos and Sample Dashboards
• Database Technical Community
• Database Reference Guide
• Database Reporting Guide
• Training.OnBase.com
• Web-Based Training: Database Reporting
• Premium Subscription: Reporting Dashboards
• Premium training track (30+ classes): Database Administrator
 Visit the booth in Community Central!

Visit the Expert Station

in CommunityCENTRAL!

ENTER STATION NAME HERE

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Advanced Reporting Dashboards &
Business Process Intelligence
Todd Bailey, Thomas Cupp, Dante
Dirskell, and Brad Sedor