CommunityBI Reports – view 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


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

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 3.   The Community BI Report page is displayed listing any reports/dashboards

The Released To column will show the role that has permission 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 role (permission) you need to view a report.

Managers will see all reports and can edit as needed.

If you want to know how to search for a report click on the links below
CommunityBI Reports – searching for a report
CommunityBI Reports – saving a report search

Step 4.   Viewing a report

Click on the report name you want to view in the CommnuityBI Reports List

You can see a count of the number of reports available and also scroll through the list using the scroll buttons
Look in the Report Purpose column, this may have more information on a report

Example of report below

If you want to know how to filter the report click on the link below
CommunityBI – report view filtering

If you want to know how to export the report click on the link below
CommunityBI – exporting a report

Further Information

For further information, refer to the following articles:

Updated on June 7, 2022

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