Using the Repository – Reports
The Repository is the central storage location of all saved Ad Hoc Views, Reports and Dashboards created for your Community...
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Reports
Reports need to have an Ad Hoc View already created that then gets saved as a Report.
Reports are a more formal way of displaying information captured in an Ad Hoc View.
Reports allow you to share the information with authorised persons who may not have access to the BI system.
Reports can also be configured to be viewed from within your CRM Database. Reports are stored in the Repository
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Home Page – Reports
The Community BI homepage displays links to the various components of the system, including Reports. Instructions Step 1. Log in... -
Creating Reports
Reports are a more formal way of displaying information captured in an Ad Hoc View. Reports allow you to share... -
Ad Hoc View – Saving and Creating a Report
Once you have created an Ad Hoc View you may wish to save it for future use or editing. You... -
Reports – Viewing and Options
Reports are a more formal way of displaying information captured in an Ad Hoc View. Reports allow you to share... -
Exporting Reports
Community BI allows you to create Ad Hoc Views, Reports and Dashboards that can be shared with any users of... -
Scheduling – Once Off Schedule
Reports and dashboards can be scheduled to run automatically at a given time/date, or on multiple occasions. Setting a Once-Off... -
Scheduling – Simple Recurring Schedule
Reports and dashboards can be scheduled to run automatically at a given time/date, or on multiple occasions. Simple recurring schedules... -
Scheduling – Calendar Recurring Schedule
Reports and dashboards can be scheduled to run automatically at a given time/date, or on multiple occasions. Setting a Calendar... -
Scheduling – Report Schedule Settings
Reports can be scheduled to run automatically at a given time/date, or on multiple occasions. Report Schedules can be configured...