Community BI Exporting Reports

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

If you are using the Community BI dedicated version, go to the Community BI Knowledge Base

Community BI – Light

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

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

Step 3. Click on the name of the report that you want to Export

The report or dashboard will appear.

Community BI Report

Step 4. Click Export As on the left hand side of the report.

Step 5. Select the required format (PDF is recommended)

The report will be automatically downloaded to your computer.

You can then view, print, or email the report as required.

Further Information

For more information relating to Community BI, refer to the following:

Updated on May 10, 2022

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