Reports and dashboards can be scheduled to run automatically at a given time/date, or on multiple occasions. Simple recurring schedules allow you to select start and end dates as well as recurrence values. e.g. you can set the report or dashboard to run once a week from tomorrow until the end of…
The Repository is the central storage location of all saved Ad Hoc Views, Reports and Dashboards created for your Community BI system. These items can be shared with any users of the system. Instructions Ad Hoc Views Step 1. Select an Ad Hoc View from your list Notice the…
The Repository is the central storage location of all saved Ad Hoc Views, Reports and Dashboards created for your Community BI system. These items can be shared with any users of the system. Instructions Reports Step 1. Select a Report from your list Notice the available options at the top…
The Repository is the central storage location of all saved Ad Hoc Views, Reports and Dashboards created for your Community BI system. These items can be shared with any users of the system. Instructions Dashboards Step 1. Select a Dashboard from your list Notice the available options at the top…
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. Instructions There are several ways to create a report in the Community BI system. …
The Repository is the central storage location of all saved Ad Hoc Views, Reports and Dashboards created for your Community BI system. These items can be shared with any users of the system. Instructions Step 1. Log in to your Community BI system (refer to Logging In for further…
The Community BI Repository is the folder structure your organisation uses to store all saved Ad Hoc Views, Reports and Dashboards. When you receive your Community BI system, the basic repository structure will be created. You can add additional folders as required. Instructions Step 1. Log in to your…
The Community BI System is a Business Intelligence system which allows you to interrogate your data to create charts, tables, reports and dashboards. CDS can configure Community BI to connect to your CDS CRM system, or to other data sources Community BI allows you to create views, reports and dashboards from…
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