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CommunityBI Reports – searching for a report

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.   You can do a Basic Search or an Advanced Search

– Click on the Basic Search tab

– Select or type in the search criteria

Tip:
The search criteria available for a Basic search is
- Category . . . is a multi select field 
- Resource Type . . . is a multi select field 
- Source . . . is a multi select field 
- Resource Author . . . is a multi select field 
- Status . . . is a multi select field 
- Name . . . is a text type in field

– Click on the green Search button

You will now see the Active Search below the green Search and grey Clear button
This displays the criteria you used for the search

Tip:
The example below is a Basic Search for the criteria, Status = Active

The grey Clear button will clear any "Active Search"

Click on the Advance Search tab

– Select or type in the search criteria

Tip:
The search criteria available for a Basic search is
- Category . . . is a multi select field 
- Resource Type . . . is a multi select field 
- Source . . . is a multi select field 
- Resource Author . . . is a multi select field 
- Released To . . . is a multi select field 
- Status . . . is a multi select field 
- Name . . . is a text type in field

– Click on the green Search button

You will now see the Active Search below the green Search and grey Clear button
This displays the criteria you used for the search

Tip:
The example below is a Advanced Search for the criteria, Source = Financial Counselling Attendance and Status = Active

The grey Clear button will clear any "Active Search"

Step 5.   Clearing a search

click on the grey clear button to clear an Active Search

Tip:
Always good to do after you have finished with searching.


Further Information

For further information, refer to the following articles:

Updated on June 7, 2022
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