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 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


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

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

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.   Select the report to change the status

On the right side of the report
Click on the pen icon to edit the report you want to change the Status

Step 4.   You are now in the edit screen for that report

Click on the drop down arrow for the Status field.

For fields "Name (internal)" and "Status (internal)", the (internal) is to let you know any changes made to these fields are only happening in your CDS CRM database.  
You are not changing the report in the "Community BI – Dedicated" version.

Select from the list

Changing the status of a report allows you to use the status as a search criteria on the report list. 
For more information on on go to CommunityBI Reports - Searching for reports

Step 5.   You need to save the changes you made

Click the green Save button

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

The report you edited will now have the status you selected

Further Information

For further information, refer to the following articles:

Updated on June 7, 2022

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