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.




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



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:




Updated on January 24, 2019

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