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.

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

  • CommunityBI – Dedicated
  • CommunityBI – Light

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

CommunityBI – Dedicated

For help on the CommunityBI 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

Step 3.   The Community BI Report page is displayed, listing any reports/dashboards that you have permission to view.

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

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 roles (permission) you need to view a report.

Click on the name of the report that you want to view.

Step 4.   The report or dashboard will appear.

On the left hand side of the report, any filters will be displayed

Step 5.   Make any required changes to the filters.

e.g. Change the required date range

Step 6. Click Apply Filter

The report/dashboard will be updated with the new filters.

Further Information

For more information relating to CommunityBI, refer to the following:

Updated on May 17, 2022

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