• Business Intelligence and Reports Business Intelligence Pages
  • Business Intelligence and Reports Business Intelligence-Search Page
  • Business Intelligence and Reports Business Intelligence-Results Page
  • Business Intelligence and Reports Business Intelligence-Formulas Page
  • Business Intelligence and Reports Business Intelligence-Criteria Page
  • Business Intelligence and Reports Business Intelligence-Filters Page
  • Business Intelligence and Reports Business Intelligence-Preview Page
• Using Business Intelligence
  • Masking Payment Methods
  • Creating a BI Query
  • Working with BI Criteria
    • Searching for BI Criteria
    • Adding Criteria to a BI Query
    • Example - Customer Query
    • Using Relative Dates and Times with a BI Query
    • Deleting BI Criteria
  • Working with BI Filters
    • Searching for a BI Filter
    • Adding a Filter to a BI Query
    • Example Session Filter - Filtering Customers by Create User
    • Example Filter - Filtering Performances by Venue and Date Range
    • Deleting a BI Filter
  • Working with BI Formulas
    • Creating a BI Formula
    • Modifying a BI Formula
    • Deleting a BI Formula
  • Working with Result Members
    • Adding New Result Members to a BI Query
    • Sorting, Grouping or Totalling Result Members
    • Sorting Results by Data Not Included as a Result Member
    • Defining an Aggregate Function
    • Creating a Pivot Extract (Display Types)
      • Example Pivot Extract -- Customers with Same Last Name in Same City
      • Example Pivot Extract -- Sales by Postal Code
    • Deleting Result Members
  • Running a BI Query
  • AudienceView Charting
    • Creating an AudienceView Chart
    • Example Chart BIs
    • Modifying the Chart Output
    • AudienceView Charting Options
    • Working with AudienceView Charts
    • Saving an AudienceView Chart
    • Printing an AudienceView Chart
    • Emailing an AudienceView Chart
  • Saving a BI Query
  • Saving a BI Query to a Folder (Custom Searches)
  • Scheduling a BI Query
    • Configuration of the Business Intelligence Scheduler
    • Scheduling Business Intelligence Queries
    • Defining the Number of Concurrently Scheduled Queries
  • Creating a Customer Correspondence Extract
  • Joining BI Queries
  • Copying a Saved Query
  • Deleting a Saved Query

As you are creating a BI query, you can preview or extract your results at anytime. If the query has been saved, you can run the query at anytime and if you have the permission to do so, modify the saved query before you run it.

When extracting the results of your query, you can choose the following extract formats:

• Comma Separated Value(s) (CSV)
• Extensible Markup Language (XML)
• Portable Document Format (PDF)
• For customer queries, you can also extract to Mail Merge format. For more information on this format, refer to Creating a Customer Correspondence Extract.

Running an Unsaved Query

If the BI query has not been saved, you can run the query at anytime to view the results.

To run an unsaved query, complete the following:

1. Open the Business Intelligence and Reports application from the AudienceView Desktop.
2. Select the Business Intelligence tab.
   The Business Intelligence|Search page appears.
3. Select the Results tab.
   The Business Intelligence|Results page appears.
4. To apply any changes you have recently made to the results, click 'Update Details'.
5. Using the run lists, optionally specify how you want to run the query.
   For more information, refer to Completing the Run Lists Section.
6. If you want to extract to CSV or XML formats, expand the save lists and extracts section and complete the following fields:
   

   Field	Description
   Extract Format	Select the file format in which you want the extract generated: CSV: Return results in CSV (comma separated values) format. This format is suitable for use in spreadsheets. Mail Merge: This is only available for customer BI queries. Return results in AudienceView mail merge format. Used with the AudienceView mail merge plug-in to create mail merges. For more information, refer to the Creating a Customer Correspondence Extract. XML: Return results in XML (extensible markup language) format. This format is suitable for loading into an XML database.
   Extract Row Limit	Enter the number of resulting rows expected for the extract.
   Extract Header	Specify which labels you want to use to represent the result members in the extract’s headers: Name: uses the column name from the database Label: uses the label as it appears in the result member 'Name' field None: uses no header labels If you entered a label for the result member in the 'Heading' field, this will always be used in the extract.

   
   If you want to find out how many records are returned by your query, click 'Count' in the run lists section.
7. Choose an option:
   

   If you want to	Then
   preview the results of the query,	click the Preview page to open the Business Intelligence|Preview page.
   extract the results to Microsoft Excel or to the format you selected in Step 4.,	On Business Intelligence|Results page, click 'Extract' in the run lists section. Complete the prompts to view or save the file.
   extract the results to PDF,	On Business Intelligence|Results page, click 'Generate PDF' in the run lists section. Complete the prompts to view or save the file.

8. If you want to save your query, expand the save lists and extracts section of the Business Intelligence|Results page and save your changes. For more information, refer to Saving a BI Query.

Running a Saved Query

If the BI query has been saved, you can run the query at anytime if you have the permission to do so. For more information, refer to Saving a BI Query.

For queries created by other users, your access to the query is dependent on the query’s access mode:

To run a saved query from the Business Intelligence tab, complete the following:

1. Open the Business Intelligence and Reports application from the AudienceView Desktop.
2. Select the Business Intelligence tab.
   The Business Intelligence|Search page appears.
3. Search for and select the query that you want to work with. For more information, refer to the Business Intelligence-Search Page and Performing Searches.
4. Optionally modify the query as desired. Be sure to click Update Details if you make any changes. You do not need to save your changes to view or extract the results.
   For more information, refer to Working with BI Criteria, Working with BI Filters and Working with Result Members.
5. Using the run lists section on the Business Intelligence|Results page, optionally specify how you want to run the query.
   For more information, refer to Completing the Run Lists Section.
6. If you want to extract to CSV or XML formats, expand the save lists and extracts section and complete the following fields:
   

   Field	Description
   Extract Format	Select the file format in which you want the extract generated: CSV: Return results in CSV (comma separated values) format. This format is suitable for use in spreadsheets. Mail Merge: This is only available for customer BI queries. Return results in AudienceView mail merge format. Used with the AudienceView mail merge plug-in to create mail merges. For more information, refer to the Creating a Customer Correspondence Extract. XML: Return results in XML (extensible markup language) format. This format is suitable for loading into an XML database.
   Extract Row Limit	Enter the number of resulting rows expected for the extract.
   Extract Header	Specify which labels you want to use to represent the result members in the extract’s headers: Name: uses the column name from the database Label: uses the label as it appears in the result member 'Name' field. None: uses no header labels If you entered a label for the result member in the 'Heading' field, this will always be used in the extract.

   
   If you want to find out how many records are returned by your query, click 'Count' in the run lists section.
7. On the Results page, choose an option:
   

   If you want to	Then
   preview the results of the query,	Select the Preview tab to open the Business Intelligence|Preview page.
   extract the results to Microsoft Excel or to the format you selected in Step 6.,	On Business Intelligence|Results page, click 'Extract' in the run lists section. Complete the prompts to view or save the file.
   extract the results to PDF,	On Business Intelligence|Results page, click 'Generate PDF' in the run lists section. Complete the prompts to view or save the file.