Public Ad Hoc View – NDIS
CDS has created a number of public ad hoc views that are available to users of CommunityBI.
An Ad Hoc View allows you to query and analyse your captured data.
The Public Ad Hoc Views have been created for certain modules, including Clients, NDIS and CHSP and are available to CommunityBI systems linked to CDS databases with the required data.
These public ad hoc views contain a range of information to help you analyse your captured data.
To access a public ad hoc view:
Step 1. Log in to your Community BI system (refer to Logging In for further information).
The homepage is displayed
Step 2. Click on the View drop-down menu
Step 3. Click on the Repository link
Step 4. View the folders on the left-hand side
Step 5. Click the plus (+) next to Public to expand the folder
The Sub-Folders are displayed
Tip: If you cannot see the public folders, please contact support to ensure your permissions are correct.
Step 6. Click the plus (+) next to the Ad Hoc Components sub-folder to display the contents
Step 7. Click the plus (+) next to the Ad Hoc Views sub-folder to display the contents
Step 8. Click the plus (+) next to the Samples sub-folder to display the contents
Available ad hoc view sub-folders are displayed
Step 9. Click the plus (+) next to the NDIS Ad Hoc View Topic sub-folder to display the contents
Available public ad hoc views are displayed
Tip: the available reports are dependent on your permissions. If you believe you should have access to reports that are not currently displayed, please contact support to ensure your permissions are correct.
Step 10. Click the link on the repository list to view the ad hoc view.
The pre-configured ad hoc view will display with your organisation’s data.
To edit the ad hoc view, you must make a copy and save it to your organisation’s folders.
Refer to Copy an Ad Hoc View for instructions
For further information, please refer to the following articles: