CommunityBI Reports – edit report purpose

Community BI is a Business Intelligence Reporting system.
Community BI is offered as a data visualisation tool integrated with Community Data Solutions CRM.

For our customers there are different versions of Community BI available.  What you have as a user is dependant on what your organization has selected to use.  

• Community BI – Dedicated
• Community BI – Light

In your Community Data Solutions CRM Database by default Community BI – Light is available to all customers.  

Community BI – Dedicated

For help on the Community BI dedicated version, go to the Community BI Knowledge Base https://communityds.com.au/communitybi

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. At the top left of your screen Click on Dashboard then click on Community BI Reports

Tip:
If you don't have the role (permission) listed for the report, you won't be able to view the report.  
Talk to your database manager about getting the role (permission) you need to view a report.

Managers will see all reports and can edit as needed.

Step 3.   The CommunityBI Report page is displayed listing any reports/dashboards.

The “Report Purpose” column displays more information about the report

Tip:
What you see in the screenshot below may not be what you see in your CRM Database.
Your organisation may have arranged to have different CommunityBI Reports available.

Step 4. To edit the Report Purpose for a report

On the right side of the report listing
Click on the pen icon to edit the report you want to add/change Report Purpose

Step 5. You will now be in the edit screen for that report

In the “Report Purpose” field
Type in a purpose for the report.

Tip:
This would be something that gives the user a better understanding of what information the report has and how it displays it.

Example: Displays Gender Attendance Report for CE in Graph form

Step 6.   You need to save the changes you made

Click the green Save button

Tip:
If at any time before saving you want to abort, click on Cancel.

The report you edited now has has the Report Purpose you selected and will show in the report listing screen

Further Information

For further information, refer to the following articles:

• What is Community BI?
• CommunityBI Reports – view a report
• CommunityBI Reports – searching for a report
• CommunityBI Reports – saving a report search
• CommunityBI Reports – edit report permissions
• CommunityBI Reports – edit report purpose
• CommunityBI Reports – change a report search status
• CommunityBI Reports – creating report search category
• CommunityBI Reports – exporting a report
• CommunityBI Reports – report view filtering