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Business Intelligence and Reports Business Intelligence-Search Page

The Business Intelligence and Reports application Business Intelligence|Search page enables you to either search for or create new BI queries (lists) to extract data specific to customers, orders, admissions, notes and more. The search results will display in the select saved list section. Hover over a saved list in the serach results to display a description of the list in the list description section.

The following image illustrates the Business Intelligence and Reports application Business Intelligence|Search page:

The Business Intelligence|Search page contains the following properties:

Field Description
Name Enables you to filter the search based on the name of the saved list. You can enter the entire name or use wildcard characters to search using portions of text.
For more information, refer to Using Wildcard Characters to Perform a Search
To add additional fields, click or press CTRL+TAB once you have made an entry.
Access Mode Enables you to filter the search based on the accessibility of the Business Intelligence(BI) query:
  • Private: Only the user who created the BI query can view, update, delete or run the BI query.
  • Public: All users can view, update, delete or run the BI query.
  • Readable: All users can view or run the BI query. Only the user who created the BI query will be able to update or delete the query.
Object Enables you to filter the search based on the type of BI query:
  • Admissions: Pulls information primarily from the TSadmissionCO (seats).
  • Article: Pulls information primarily from the TSarticleCO (responses to form field articles).
  • Bundles: Pulls information primarily from the TSorderBundleCO (bundles on orders).
  • Correspondence: Pulls information primarily from the TScorrespondenceCO (message sent via the Correspondence application).
  • Customers: Pulls information primarily from the TScustomerCO (customer account information/purchase history).
  • Gift Certificates: Pulls information primarily from the TSgiftCertificateCO (gift certificates and gift cards).
  • Gifts: Pulls information primarily from the TSgiftCO (donations).
  • Miscellaneous Items: Pulls information primarily from the TSmiscellaneousItemCO (configured miscellaneous item/merchandise).
  • Notes: Pulls information primarily from the TSnoteCO (notes applied to customer accounts, performances)
  • Offers: Pulls information primarily from the TSofferCO (offers).
  • Order Miscellaneous Items: Pulls information primarily from the TSorderItemCO (miscellaneous item/merchandise on orders)
  • Orders: Pulls information primarily from the TSorderCO (orders)
  • Payments: Pulls information primarily from the TSorderPaymentsCO (payments on orders).
  • Performances: Pulls information primarily from the TSperformanceCO (specific performance(s)).
  • Requests: Pulls information primarily from the TSorderRequestCO (customer seating requests).
  • Service Charges: Pulls information primarily from the TSorderServiceChargeCO (commissions, taxes and service charges on orders).
  • Tickets: Pulls information primarily from the TSticketCO (tickets that have been printed).

    To select more than one object type, hold CTRL or SHIFT while making your selections.
Folder Enables you to filter the search based on the folder type.
To select more than one folder type, hold CTRL or SHIFT while making your selections.
Modified Date Enables you to filter the search based on the date the save list was modified. You can enter a single date or a date range.
Enter a date or relative date into the field or click   or   to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
´╗┐Page Size Enables you to specify the number of records to display per page returned in the results.
Search Type
Enables you to choose the appropriate type of matches you are expecting:
  • Match Any: When you want to search for records containing one or more of the search terms you selected.
  • Match All: When you want to search for records that contain all of the search terms you selected.
Information
The 'Object List' dropdown is used when creating a new saved list. Select the object type you would like to create a new saved list for and click 'Create New'. The option you select determines the criteria and fields that you can work with when creating a new saved list.