Copy an Ad Hoc View

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  3. Copy an Ad Hoc View
  1. Home
  2. Ad Hoc Views
  3. Copy an Ad Hoc View

 

An Ad Hoc View allows you to query and analyse your captured data.

Public Ad Hoc Views have been created for certain modules, including NDIS and CHSP and are available to CommunityBI systems linked to CDS databases with the required data.

If you wish to edit a public ad hoc view, or make a copy of an existing ad hoc view, follow the instructions below.

 

Instructions

 

Step 1. Log in to your Community BI system (refer to Logging In for further information).

The homepage is displayed

Home Page

 

Step 2. Click on the View drop-down menu

 

Step 3. Click on the Repository link

Select Repository

 

Step 4. View the folders on the left-hand side

Folders

 

Step 5. Navigate to the required ad hoc view.

 

Public Ad Hoc Views

 

Step 6. Right Click on the required ad hoc view

Right Click Ad Hoc View

 

Step 7. Select Copy

 

Step 8. Navigate to the required folder.

Tip: If you are copying a public ad hoc view, you must paste 
the ad hoc view into your organisation's folders.

 

Save Folder

 

 

Step 9.  Click Paste

Paste View

 

The dashboard has been added to the new folder

 

Saved Ad Hoc View

 

If you wish to make a copy of a dashboard within your organisation’s folders, you may choose to copy it to the same location.

In this case, the dashboard will be renamed with a number at the end.

 

Duplicate View

 

 

Further Information

For further information, please refer to the following articles:

 

 

 

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