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 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.

The “Released To” column shows which roles (permissions) are able to view the report.

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 permissions 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 permissions

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

In the “Released To” (permissions) field
Click on any roles you wish to have access to the report/dashboard.

The "Released To" field is a multi select field which means you can select more than 1 item on the list, so remember to hold down the Crtl(Windows) or Command(Mac) key to highlight multiple roles you want to select.

Step 6.   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 now has the roles (permissions) you selected and will show in the report listing screen

Further Information

For further information, refer to the following articles:

Updated on June 7, 2022

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