• Home Page – Reports

    The Community BI homepage displays links to the various components of the system, including Reports. Instructions Step 1. Log in to your Community BI system (refer to Logging In for further information). Tip: Contact your system administrator if you need assistance with your log in details. The Home Page is…

  • Home Page – Dashboards

    The Community BI homepage displays links to the various components of the system, including Dashboards.   Instructions Step 1. Log in to your Community BI system (refer to Logging In for further information). Tip: Contact your system administrator if you need assistance with your log in details. The Home Page…

  • Exporting Dashboards

    Community BI allows you to create Ad Hoc Views, Reports and Dashboards that can be shared with any users of the system. If you want to share any of these items with authorised contacts who do not have access to the system, you need to export the items. Items can…

  • Exporting Reports

    Community BI allows you to create Ad Hoc Views, Reports and Dashboards that can be shared with any users of the system. If you want to share any of these items with authorised contacts who do not have access to the system, you need to export the items. Items can…

  • Exporting Ad Hoc Views

    Community BI allows you to create Ad Hoc Views that can be shared with any users of the system. If you want to share any of these items with authorised contacts who do not have access to the system, you need to export the items. Items can be exported in…

  • Ad Hoc View – Change Summary Calculation

    When displaying information in an Ad Hoc View, you will generally include Fields and Measures. Measures contain summarised values. They are typically numeric fields that determine how the selected component of a chart appears.  i.e. the length of a bar in a bar chart. Instructions Step 1. Once your view…

  • Ad Hoc View – Change Sorting Order

    When displaying information in Table or Crosstab Ad Hoc View, you may wish to change the sorting order of the returned information. Ad Hoc Views allow you to visualise and analyse the data you capture for your organisation. Instructions Step 1. Once your view has been created (link to BI…

  • 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 with particular settings, including recurrence, report parameters, output options and notifications. Reports are a more formal way of displaying information captured in an Ad Hoc View.  Reports allow you to…

  • 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 Recurring Schedule gives you more control over the recurrence of your report or dashboard schedule. You can choose to run at selected times, days or dates,  in selected months. You…

  • 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 schedule allows you to set a report or dashboard to run once, immediately, or on a given date and time. Reports and dashboards are a more formal way of displaying…