Community BI allows you to create Ad Hoc Views that can be shared with any users of the system.
If you want to share any of these items with authorised contacts who do not have access to the system, you need to export the items.
Items can be exported in a number of formats.
Step 1. Open the Ad Hoc View you wish to export, either by searching, or by navigating the repository.
Step 2. Click the Export button at the top of the Ad Hoc View window
Step 3. Select your required format from the list.
Step 4. Your export will be created and saved in your downloads folder.
Tip: If you select PDF, depending on your selection and your browser settings, your exported file may be displayed automatically.
Step 5. Navigate to the file location and open the exported file.
The information displayed in the Ad Hoc View in Community BI is displayed in the exported file.
For more information on Ad Hoc Views, refer to the following articles:
- Which Ad Hoc View Should I Use?
- Ad Hoc Views
- Ad Hoc View – Crosstab
- Ad Hoc Views – Charts
- Ad Hoc View – Table