CommunityBI Reports – saving a report search

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 https://communityds.com.au/communitybi

Instructions

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

Tip:
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 Community BI Report page is displayed listing any reports/dashboards

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 CommunityBI Reports available.

Step 4.   At the top left hand side of the report listing screen

Click on the Advanced Search tab

Step 5.   Decide what to use as a search criteria

Make your selections from the search criteria

Step 6.   Saving your search

Type in “Search Save as” the name you want to use for the saved search
Click “Save” to save the search

Tip:
When saving a search it is only available for the user who saves it.
Other users won't be able to see it as a saved search. 

Step 7.   Viewing your saved search

In Saved Searches select from the drop down list for the search you have saved
This will automatically run the search

Step 8.   Deleting or Updating your saved search

With your saved search active

Click on “Delete” to delete your saved search
or
Change the search criteria and click on “Update” to update your saved search

Tip:
How do you know your saved search is active.
You will see the name of the search under the update and delete buttons

Further Information

For further information, refer to the following articles:

• What is Community BI?
• CommunityBI Reports – view a report
• CommunityBI Reports – searching for a report
• CommunityBI Reports – saving a report search
• CommunityBI Reports – edit report permissions
• CommunityBI Reports – edit report purpose
• CommunityBI Reports – change a report search status
• CommunityBI Reports – creating report search category
• CommunityBI Reports – exporting a report
• CommunityBI Reports – report view filtering