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Configure Dashboard for each users group
Include customized reports according functional needs
Visualize your data with FlowDocs Charts
Run-time interaction
Simple, Easy to use
Create as many Dashboards as you need
Flexible Grid
Order data by column
Group data by column (Drag & drop)
Contract and expand grouped data
Add filters by column
Add more than one group by column
Configure default group by columns and filters for your report
Add Filter to show only data you need
Add default properties to group by
Your report is ready to use, filtering and grouping
Lets create a new report with links to BC Meridian, document download and web links
Selecting database
Choosing database view
Setting report name
Adding view properties to show in report
Setting Link to open BC Meridian
Setting property as button to download document
Configuring columns name
Configuring columns order
Downloading document
Opening BC Meridian in document structure
Adding web links with properties as parameters
Setting web link column name
Setting url
Adding property Meridian Document ID as parameter
Opening customized web link
Configuring Dashboards
Adding item with new report to My Todo List Dashboard
Editing Worklist report
Adding filter to report view
Selecting user's windows ID as parameter to filter according logged in user
BC Meridian's worklist for logged in user
Adding new user
Roles (BC Meridian Groups)
Adding security to your reports
Select group and add Read permission
Testing access with new user
First time so system makes you change the password
No dashboard was assigned to the user role
User can only access to report with permissions
Giving user role permissions to dashboard
Selecting role and checking Read permission
The user has now access to the Dashboard
BC Meridian Integration
Sync FlowDocs users and roles with BC Meridian users and groups
Security management from FlowDocs
The new user and group (role) is now in BC Meridian
Easy modules management and left menu Configuration