• Calculated Fields – Dates

    Calculated Fields and Measures allow you to calculate additional information from your captured data. Date calculations allow you to create a new field based on date records in the database. This could be used to determine the date a review is due for a client. Instructions Step 1.  Open or…

  • Ad Hoc View – Chart Format – Axis

    Charts are useful tools for graphically displaying information. Sometimes, you may wish to change the format of your charts, beyond the basic options. There are many options available within the Chart Format tool. Instructions Step 1.  Open or create a new ad hoc view (refer to the Creating Ad Hoc…

  • Scheduling

    Scheduling is the process to create a task which will automatically run a BI report at a certain time and date. You may choose to have the report stored in the BI repository, emailed to particular users, or both. Scheduling allows you to set up regular reports to run and…

  • Ad Hoc View – Gauge Chart

    Gauge Charts display a total measure represented on a dial or gauge. The gauge can be configured to show progress towards a maximum figure or target. Charts allow you to graphically display your data. There are a number of different chart types available. Instructions Step 1.  Open or create a new…

  • Ad Hoc View – Multi-Level Gauge Chart

    Gauge Charts display a total measure represented on a dial or gauge. The gauge can be configured to show progress towards a maximum figure or target. Multi-Level Gauge charts allow you to display more than one measure on the chart. Charts allow you to graphically display your data. There are a…

  • Ad-Hoc View – Arc Gauge Chart

    Gauge Charts display a total measure represented on a dial or gauge. The gauge can be configured to show progress towards a maximum figure or target. Charts allow you to graphically display your data. There are a number of different chart types available. Instructions Step 1.  Open or create a new…

  • Community BI 7.5 Upgrade

    We are upgrading our Community BI Server in April 2020. Most of the functionality will remain the same, with some additions, some fixes and a new look and feel. The Community BI home page looks different. All the items you had access to before are still there, they just look…

  • Dashboard – Configure Shared Filter for Dashboard

    A Dashboard allows you to view multiple ad-hoc views or reports in a single, integrated view. A Dashboard is comprised of dashlets – individual items that are added to the dashboard. These may include Ad-Hoc views (chart, table or crosstab), Reports, Text, Webpages or images. A Dashboard can include input…

  • Data Exchange Reporting Dashboards

    The DEX (Data Exchange) is a program reporting platform implemented by the Department of Social Services. Since it’s creation it has been expanded to allow reporting to multiple government departments. It allows organisations with Government funding to report their service delivery information in a standard way. The Data Exchange Reporting…

  • CDS Database Integration

    Once configured, you can view certain reports and dashboard directly from your CDS Database. The required Reports and/or Dashboards must be saved to the correct location in order to available in your database. Instructions Step 1. Create a report or dashboard in Community BI. Step 2. Save or copy the…