Client Timeline Report
The Client timeline report has been created to provide an overview of all services provided to a client during their...
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What is Community BI?
Community BI is a Business Intelligence Reporting system. Community BI is offered as a data visualisation tool integrated with Community... -
Financial Counselling Active Clients by User Report
The Financial Counselling- Active Clients by User Report allows you to monitor how many active clients you, or any other user... -
Financial Counselling Statistics Report
The Financial Counselling- Statistics Report provides the statistics required to report to various funding agencies. Instructions Step 1. Log into... -
CommunityBI Reports – edit report permissions
Community BI is a Business Intelligence Reporting system. Community BI is offered as a data visualisation tool integrated with Community... -
CommunityBI Reports – report view filtering
CommunityBI is a Business Intelligence Reporting system.CommunityBI is offered as a data visualisation tool integrated with Community Data Solutions CRM.... -
Word Search
The Word Search function is a tool to help managers find trends or correlations between information recorded in notes across... -
CommunityBI Reports – exporting a report
Community BI is a Business Intelligence Reporting system.Community BI is offered as a data visualisation tool integrated with Community Data... -
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... -
CommunityBI Reports – change a report search status
Community BI is a Business Intelligence Reporting system. Community BI is offered as a data visualisation tool integrated with Community...