CDS Database Integration

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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 report/dashboard to the correct folder.

Repository Folders


Tip: The default folder for viewing in your database is 
ReportsCRM for Reports and Dashboards CRM for Dashboards.
If these folders do not exist, please contact support.


Step 3. Run the report or dashboard in Community BI to ensure the required information is returned.

Step 4. Log into your CRM database (refer to Logging On for further information).

Step 5. Select the CommunityBI Reports link from the Top Menu

The Community BI Report page is displayed, listing any reports/dashboards that you have permission to view.

Tip: If you have added Reports or Dashboards to the correct folders,
but you are unable to view them in your database,
please contact support for assistance.



Further Information

For information on accessing the reports from your database, please refer to the following article (the article opens in a new tab):

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