• 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

You can schedule saved BI queries as a one-time execution, or schedule them to be run periodically on a daily, weekly or monthly basis.

To schedule the run of a saved BI 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. Expand the save lists and extracts section.
5. Expand the schedule saved bi section.
6. Select the desired target destination from the 'Target' dropdown.
   You cannot use the Screen option as a target destination when scheduling BI queries.
   1. Download: If you selected Download from the 'Target' dropdown, the BI query will be saved to the location defined in the AVSchedulerSVC.exe.config file's 'saveLocation' key value.
      For more information, refer to Editing the AVSchedulerSVC.exe.config File.
   2. Email: If you selected Email from the 'Target' dropdown:
      1. Enter the target email address in the 'Address' field.
      2. Enter a subject for the email in the 'Email Subject' field.
      3. Enter a message for the email in the 'Email Message' field.
         The email address from which the query results will be emailed is configured using the 'Email From Address' field against the role. It is found in the Application Security application on the Roles|Basic page.
   3. Print: If you selected Print from the 'Target' dropdown:
      1. Select the desired printer from the 'Printer' dropdown.
7. Select a scheduling option:
   1. Send: If you want to schedule the query to execute immediately, select the 'Send Now' radio button.
   2. Send Later: If you want to schedule the query to execute at a specific date and time:
      1. Select the 'Send Later' radio button.
         The 'Scheduled Time' and 'Start Date' fields appear.
      2. Enter the desired time using the 'hh' and 'mm' dropdowns in the 'Scheduled Time' field.
      3. Select the desired date in the 'Start Date' fields.
   3. Daily: If you want to schedule the query to execute daily at a specific time for a range of dates:
      1. Select the 'Daily' radio button.
         The 'Scheduled Time', 'Start Date' and 'End Date' fields appear.
      2. Enter the desired time using the 'hh' and 'mm' dropdowns in the 'Scheduled Time' field.
      3. Select the desired starting date and ending dates in the 'Start Date' and 'End Date' fields.
   4. Weekly: If you want to schedule the query to execute weekly for a range of dates:
      1. Select the 'Weekly' radio button.
         The 'Scheduled Time', 'Start Date', 'End Date' and 'Day of Week' fields appear.
      2. Enter the desired time using the 'hh' and 'mm' dropdowns in the 'Scheduled Time' field.
      3. Select the desired starting date and ending dates in the 'Start Date' and 'End Date' fields.
      4. Select the desired day or days of the week you want the query to run in the 'Day of Week' group box.
   5. Monthly: If you want to schedule the query to execute monthly for a range of dates:
      1. Select the 'Monthly' radio button.
         The 'Scheduled Time', 'Start Date', 'End Date' and 'Day of Month' fields appear.
      2. Enter the desired time using the 'hh' and 'mm' dropdowns in the 'Scheduled Time' field.
      3. Select the desired starting date and ending dates in the 'Start Date' and 'End Date' fields.
      4. Select the desired day or days of the month you want the query to run in the 'Day of Week' group box.
         If you want the query to run on the last day of every month in the date range selected, select the 'Last' option from the 'Day of Month' group box.
8. Click 'Apply'.
   A window confirms that the application saved the business intelligence query..
9. Click 'OK'.

Information The scheduling of BI queries uses the batch services configured for AudienceView. Depending upon how the batch services are configured may result in some queries running exactly when set up to run.  For example, if the batch services were configured to check for new processes to run every five minutes on the five minutes (e.g. 10:00, 10:05, 10:10) and a BI query were scheduled for 10:07, the query would not be run until 10:10.

Emailing Scheduled BI Results – Supressing Warning Messages

Warning and information messages that are genereated during the BI process can prevent the scheduled results from being emailed.

For example, when executing a BI query where more than one row will be displayed in the result output, AudienceView displays warning Message #4276: The members you have selected (listed below) can return more than one row. To have only one row returned you will have to select a primary member. Continue?.

Because the message prompts the user to either accept or decline the action and no response can/will be given, the scheduled query will not execute. You can prevent the pop-up by suppressing Message #4276 for the role that is used to run the scheduled BI. For more information on suppressing this and other messages, refer to Suppressing Warning Messages.