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
If you are using the Community BI dedicated version, go to the Community BI Knowledge Base https://communityds.com.au/communitybi
Community BI – Light
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
The Community BI Report page is displayed, listing any reports that you have permission to view.
The Released To column shows which roles are able to view 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 Community BI Reports available.
Step 3. Click on the name of the report that you want to view
Tip: Look in the Report Purpose column, this may have more information on a report
The report will open with the dashboard on the left.
Tip: The Dashboard can be used to filter the report you opened. Have Look in the Further Information below for a link to the article Filtering BI Reports.
For more information relating to Community BI, refer to the following: