Often, Agencies are required to provide detailed reports to funding bodies or other authorised persons who may not have access to the BI system. The Community BI system allows you to create reports and schedule them to run automatically at a predetermined time and date, as well as sending a…
The following video shows an example of a Column Chart Ad Hoc View. The Chart includes the following information: Gender Income Amount (Average) Household Composition Count of Clients This is a Chart View that allows you to quickly compare average income amounts for males and females in the same household…
The following video shows an example of a Migration Summary Crosstab Ad Hoc View. The Crosstab includes the following information: Gender Residency Status Migration Visa Category Count of Clients This is a Crosstab view that allows you to quickly view the total number of Clients who have a particular…
The following video shows an example of a Client Information Table Ad Hoc View. The Table includes the following information: Client ID Primary Address City (Client Suburb) Gender Residency Status Migration Visa Category This is a simple table that allows you to quickly view the Clients who have a…
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 allows you to view multiple ad-hoc views or reports in a single, integrated view. This article will concentrate on…
When using a Relative Date (dynamic) filter, the results will vary depending on when the Ad Hoc View/Report/Dashboard is run. When using relative date range such as QUARTER – 1 to DAY -1 the actual day you review the report will determine the results. If you generate the report on the…
Depending on the type of Ad Hoc view you are using, there may be options on how to change the display of your data. If you are using a Table view, it may help to click on options icon (cog wheel) and change the selection from Detailed Data to Totals…
It may be the filter or fields you are using. It is important that you use the correct field as a filter. It may be that you have chosen ‘Start Date’ as a filter for your results, but the CRM uses ‘Session Date’. These filters will return very different results….
As some Tables and Crosstabs contain a lot of data, your dashboard may not be able to display it all on the one screen. If you are viewing the dashboard in display mode you can scroll within the dashlet that contains your view. If you would prefer to have all…
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 allows you to view multiple ad-hoc views or reports in a single, integrated view. This article will concentrate on…