AudienceView Documentation

• Getting Started
  • Getting Started Content Map
  • Introduction to AudienceView
  • AudienceView Applications
  • AudienceView Desktop
    • AudienceView Desktop Options Menu
    • Commonly Used Buttons and Icons
    • AudienceView Messages
  • Logging In and Out of AudienceView Desktop
    • Troubleshooting Desktop Login Failures
      • Invalid Username or Password
      • Too Many Invalid Login Attempts
    • Changing Your Login Settings
      • Changing Your Login Password
      • Changing Your User Role
      • Changing Your Login Location
      • Changing Your Printer
      • Changing Your Payment Terminal
    • Using System Override
  • Performing Searches
    • Using Wildcard Characters to Perform a Search
    • Adding Additional Search Fields
    • Search Page Settings
    • Sorting Search Results
    • Loading a New Search
    • The Find Dialog Boxes
      • The Find Appeals Dialog Box
      • The Find Articles Dialog Box
      • The Find Benefits Dialog Box
      • The Find Bundles Dialog Box
      • The Find Campaigns Dialog Box
      • The Find Customers Dialog Box
      • The Find Gifts Dialog Box
      • The Find Memberships Dialog Box
      • The Find Miscellaneous Items Dialog Box
      • The Find Orders Dialog Box
      • The Find Performances Dialog Box
      • The Find Price Charts Dialog Box
      • The Find Programs Dialog Box
      • The Find Promotion Codes Dialog Box
      • The Find Questions Dialog Box
      • The Find Saved Lists Dialog Box
      • The Find Series Dialog Box
      • The Find Users Dialog Box
  • Using a Calendar to Add a Date
  • Using Relative Dates and Times
  • Using Notes
    • Creating a Note
    • Adding a File Attachment to a Note
    • Modifying a Note
    • Deleting a Note
• Customer Services Guide
  • Customer Services Content Map
  • Customer Services Customers
    • Customer Services Customer Pages
      • Customer Services Customer-Search Page
      • Customer Services Customer-Basic Page
      • Customer Services Customer-Advanced Page
      • Customer Services Customer-Notes Page
      • Customer Services Customer-Users Page
      • Customer Services Customer-Links Page
      • Customer Services Customer-Entitlements Pages
      • Customer Services Customer-Calendar Page
      • Customer Services Customer-History Pages
    • Managing Customer Accounts
      • About Agents
      • Creating a Customer Account
      • Contacts and Linking Accounts
      • Managing Customer Addresses
      • Customer Associations and Message Sources
      • Customer Affiliations
      • Adding Default Payment Information for a Customer Account
      • Searching for a Customer or Contact
      • Hiding Duplicate Contact Information from Searches
      • Modifying a Customer Account
      • Working with Customer States
      • Merging Customer Accounts
      • Flagging Duplicate Accounts
      • Transferring Account Balances
      • Entitlements -- Memberships, Benefits, Passes and Offers
      • Using Customer Notes
      • Creating a Customer Pop-Up Message
      • Using the Customer Biography Report
      • Tracking Current Customer Orders and Status
      • Deleting a Customer Account
    • Managing Online User Accounts
      • Password Settings
      • Creating an Online User Account for a Customer
      • How Customers Create Online User Accounts
      • Logging Into AudienceView Online
      • Recovering Online User Passwords
      • Resetting Online User Passwords
      • Unlocking an Online User Account
  • Customer Services Order
    • Customer Services Order Pages
      • Customer Services Order-Search Page
      • Customer Services Order-Summary Page
      • Customer Services Order-Customer Page
      • Customer Services Order-Notes Page
      • Customer Services Order-Seats Pages
      • Customer Services Order-Bundles Pages
      • Customer Services Order-Other Pages
      • Customer Services Order-Gifts Page
      • Customer Services Order-Order History Pages
    • Handling Customer Orders
      • Creating an Order
      • Customers, Agents and Orders
      • Delivery Methods
      • Performance Seating Requests
      • Making a Reservation
      • Checking a Seat’s Ticket Usage Status
      • Searching for an Order
      • Modifying Seats on an Order
      • Using Order Notes
      • Managing Customer Passes on an Order
      • Adding an Offer to an Order
      • Printing Orders
      • The Confirmation Email Invoice Template Versus the Order Confirmation Email Template
      • Billing Customer, Shipping Customer and Agent Email Delivery Combinations
      • Generating an Invoice
      • Generating a Tax Receipt
      • Order History
    • Handling Customer Payments
      • Currency Conversions
      • Using Credit and Debit Cards to Make a Payment
      • Credit Card Troubleshooting
      • Using Gift Certificates and Gift Cards to Make a Payment
      • Using a Customer Account to Make a Payment
      • Using Direct Debit to Make a Payment (UK)
      • Using Multiple Payment Methods
      • Scheduling Payments
      • Voiding, Cancelling and Refunding Payments
      • Payment Allocations
  • Customer Services Seats
    • Customer Services Seat Pages
      • Customer Services Seat-Search Page
      • Customer Services Seat-Map Page
      • Customer Services Seat-Availability Page
      • Customer Services Seat-Best Available Page
      • Customer Services Seat-Quick Sale Page
      • Customer Services Seat-Calendar Page
    • Making Seat Selections
      • Searching for a Performance in Customer Services
      • Searching for a Performance Using the Seat-Calendar
      • Notes About Selecting Seats Using the Seat Map
      • Adding Seats to an Order Using the Seat Map
      • Deleting an Admission Using the Seat Map
      • Selecting Seats Using Best Available
      • Updating Holds Using the Seat Map
      • Using Quick Sales
      • On Offer Timeouts
  • Customer Services Bundles
    • Customer Services Bundles Pages
      • Customer Services Bundles-Search Page
      • Customer Services Bundles-Details Page
      • Customer Services Bundles-Map Page
      • Customer Services Bundles-Miscellaneous Items Page
      • Customer Services Bundles-Gifts Page
    • Selling Bundles
      • Rules for Selling Bundles
      • Bundle Instances and Charges
      • Renewing Bundles with Customer Numbers
      • Rules for Including Bundles in Orders
      • Bundles and Entitlements
      • Adding a Bundle to an Order
      • Selecting Bundle Seats
      • Assigning a Bundle’s Admissions to a Pass
      • Saving an Unfulfilled or Partially Fulfilled Bundle
      • Removing a Bundle from an Order
      • Customer Bundle Requests
  • Customer Services Miscellaneous Items
    • Customer Services Miscellaneous Items Pages
      • Customer Services Miscellaneous Items-Search Page
      • Customer Services Miscellaneous Items-Details Page
    • Selling Miscellaneous Items
      • Miscellaneous Items and Entitlements
      • Adding a Miscellaneous Item to an Order
      • Viewing or Modifying a Miscellaneous Item on an Order
      • Deleting a Miscellaneous Item from an Order
  • Customer Services Offers
    • Customer Services Offers Pages
      • Customer Services Offers-Search Page
      • Customer Services Offers-Summary Page
      • Customer Services Offers-Seats Page
      • Customer Services Offers-Bundles Pages
    • Using and Managing Offers
      • Creating an Offer
      • Adding a Customer to an Offer
      • Adding Content to a New Offer
      • Adding Content to an Existing Offer
      • Modifying the Details of an Offer
      • Deleting the Content of an Offer
      • Managing Offers in the Desktop
      • Managing Offers Online
      • Using Utilities to Add Offers to a Large Number of Customers
      • Using Utilities to Invoice Customers with Offers
  • Customer Services Gift Certificates and Gift Cards
    • Customer Services Gift Certificates and Gift Cards Pages
      • Customer Services Gift Certificates and Cards-Search Page
      • Customer Services Gift Certificates and Cards-Details Page
    • Selling Gift Certificates and Gift Cards
      • Rules for Gift Certificates and Gift Cards
      • Adding a Gift Certificate or Gift Card to an Order
      • Viewing the Details of a Gift Certificate or Gift Card
      • Removing Gift Certificates and Gift Cards from an Order
      • Checking the Balance of a Gift Card or Account
      • Reloading a Gift Card or Loading an Account on an Order
  • Customer Services Gifts
    • Customer Services Gifts-Search Page
    • Handling Gifts (Donations)
      • Adding a Gift to an Order
      • Removing a Gift from an Order
  • Customer Services End of Day Balance Pages
• Utilities Guide
  • Utilities Content Map
  • The Maximum Number of Records that can be Processed
  • Business Intelligence Queries (Extracts)
  • Utilities Customers
    • Utilities Customers Pages
      • Utilities Customers-Query Select Page
      • Utilities Customers-Customer Marketing Page
      • Utilities Customers-Add Offers Page
    • Performing Customers Batch Processes
      • Updating Customer Marketing Data in Batches
      • Generating Offers in a Batch
  • Utilities Customer Merge
    • Utilities Customer Merge Pages
      • Utilities Customer Merge-Search Page
      • Utilities Customer Merge-Details Page
      • Utilities Customer Merge-Details Page (AudiencView 6.3.2)
      • Utilities Customer Merge-Query Page
      • Utilities Customer Merge-Results Page
    • Merging Customer Accounts in a Batch
      • Creating and Executing a Customer Account Merge Query (Prior to AudienceView 6.3.2)
      • Creating and Executing a Customer Account Merge Query (AudienceView 6.3.2)
      • Modifying an Executed Customer Account Merge Query
      • Merging a Batch of Customer Accounts
  • Utilities Orders
    • Utilities Orders Pages
      • Utilities Orders-Query Select Page
      • Utilities Orders-Order Invoice Page
      • Utilities Orders-Order Update Page
      • Utilities Orders-Order Marketing Page
    • Performing Orders Batch Processes
      • Printing Order Invoices in a Batch
      • Updating Orders in a Batch
      • Updating Order Marketing Data in a Batch
  • Utilities Offers
    • Utilities Offers Pages
      • Utilities Offers-Query Select Page
      • Utilities Offers-Offer Invoice Page
      • Utilities Offers-Offer Update Page
    • Performing Offers Batch Processes
      • Printing Offer Invoices
      • Updating Offers in a Batch
  • Utilities Renewals
    • Utilities Renewals Pages
      • Utilities Renewals-Search Page
      • Utilities Renewals-Details Page
      • Utilities Renewals-Seating Page
      • Utilities Renewals-Gifts Page
      • Utilities Renewals-Miscellaneous Items Page
      • Utilities Renewals-Results Page
    • Handling Renewals
      • Creating an Offer Renewal
      • Creating an Order Renewal
      • Creating an Update Order Renewal
      • Working with Renewal Seat Rules
      • Working with Renewal Gift Rules
      • Working with Renewal Miscellaneous Item Rules
      • Running a Renewal
      • Modifying a Renewal
      • Deleting a Renewal
  • Utilities Print
    • Utilities Print Pages
      • Utilities Print-Print Query Select Page
      • Utilities Print-Order Print Page
      • Utilities Print-Print Cancel Page
    • Printing in Batches
      • Printing and Reprinting Tickets in a Batch
      • Cancelling Printed Tickets in a Batch
  • Utilities Performance
    • Utilities Performance Pages
      • Utilities Performance-Template Page
      • Utilities Performance-Admissions Page
      • Utilities Performance-Tickets Page
    • Modifying Performances in a Batch
      • Searching for Performances to Update in a Batch
      • Updating Performance Holds, Price Zones or Fill Zones in a Batch
      • Adding Admissions to Performances in a Batch
      • Removing Admissions from Performances in a Batch
      • Adding or Cancelling Third Party Tickets
  • Utilities Pledges
    • Utilities Pledges Pages
      • Utilities Pledges-Tax Receipts Page
      • Utilities Pledges-Thank You Letters Page
    • Handling Pledges in a Batch
      • Extracting Tax Receipt Data
      • Extracting Thank You Letter Data
      • Using Mail Merge to Print Tax Receipts and Thank You Letters
  • Utilities Dataloader
    • Utilities Dataloader Pages
      • Utilities Dataloader-Search Page
      • Utilities Dataloader-Load Page
      • Utilities Dataloader-Results Page
    • Using the Dataloader
      • How the Dataloader Works
      • Best Practices for Dataloader Use
      • The Control Files for the Dataloader
      • Editing the Control File
      • Adding Control Files to the Dataloader Control File List
      • Creating a Dataloader Job
      • Scheduling a Dataloader Job to be Run
      • Updating the Details of a Dataloader Job
      • Deleting a Dataloader Job
• My AudienceView Guide
  • My AudienceView Content Map
  • My AudienceView My Notes
    • My AudienceView My Notes Pages
      • My AudienceView My Notes-Home Page
      • My AudienceView My Notes-Notes Page
    • Calendar View in the My Notes-Home Page
    • Using My Notes
      • Monitoring Existing Notes in My AudienceView
      • Viewing My Notes
      • Printing a Note
      • Creating a Notes BI Extract
  • My AudienceView My Settings-Password
    • My AudienceView My Settings-Password Page
    • Changing Your Password in My AudienceView
  • My AudienceView My Executive BI
    • My AudienceView My Executive BI Pages
      • My AudienceView My Executive BI-Saved Page
      • My AudienceView My Executive BI-Parameters Page
      • My AudienceView My Executive BI-Preview Page
    • Running an Executive BI
• Business Intelligence and Reports Guide
  • Business Intelligence and Reports Content Map
  • Reporting Permissions Requirements
  • Business Intelligence and Reports Generated Reports
    • Business Intelligence and Reports Generated Reports Pages
      • Business Intelligence and Reports Generated Reports-Reports Page
      • Business Intelligence and Reports Generated Reports-Parameters Page
    • Using Generated Reports
      • Running a Generated Report
      • Changing the Output of a Generated Report
      • Saving a Report
    • Date Formats within AudienceView Reports
    • AudienceView Reports
      • Access Control Reports
      • Accounting Reports
      • Charges Report
      • Donation Reports
      • Marketing Reports
      • Miscellaneous Items Report
      • Pricing Reports
      • Sales Reports
      • Security Reports
      • Technical Reports
  • Business Intelligence and Reports Saved Reports
    • Business Intelligence and Reports Saved Reports Pages
      • Business Intelligence and Reports Saved Reports-Reports Page
      • Business Intelligence and Reports Saved Reports-Parameters Page
    • Using Saved Reports
      • Running a Saved Report
      • Changing the Output of a Saved Report
      • Configuring Saved Report Folders
      • Modifying a Saved Report
      • Copying a Saved Report
      • Deleting a Saved Report
      • Scheduling a Report to Run at Regular Intervals
      • Creating a Scheduled Report
  • Business Intelligence and Reports Business Intelligence
    • 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
      • Working with BI Filters
      • Working with BI Formulas
      • Working with Result Members
      • Running a BI Query
      • AudienceView Charting
      • Saving a BI Query
      • Saving a BI Query to a Folder (Custom Searches)
      • Scheduling a BI Query
      • Creating a Customer Correspondence Extract
      • Joining BI Queries
      • Copying a Saved Query
      • Deleting a Saved Query
  • Business Intelligence and Reports Saved Business Intelligence
    • Business Intelligence and Reports Saved Business Intelligence Pages
      • Business Intelligence and Reports Saved Business Intelligence-Saved Queries Page
      • Business Intelligence and Reports Saved Business Intelligence-Parameters Page
      • Business Intelligence and Reports Saved Business Intelligence-Preview Page
    • Running a Saved BI Query
  • Download Report Portal
• Access Control Guide
  • Access Control Content Map
  • Configuring Access Control
    • Configuring Access Control Security Settings
      • Configuring Access Control User Permissions
      • Creating Username and Password Barcodes and QR Codes for Scanners
      • Configuring Available Access Control Pages
      • Configuring Marking Options
    • Configuring Access Control Notifications
      • Configuring Default Scan Colours
      • Setting Successful Scan Colours by Price Type
      • Setting Failed Scan Colours by Error Code
      • Configuring Notification Sounds
    • Configuring Access Control Fields
      • Configuring Access Control-Specific Field Labels
      • Global Customizations
      • Customizing Fields within a Business Object or Collection Object
      • Customizing Ticket Scanning Errors
  • Configuring Access Control Mobile Devices
    • Access Control Assumptions
    • Additional Access Control Documentation
    • Before You Configure Your Mobile Device
    • Getting to Know Your Mobile Computer
      • Identifying the Windows Version on Your Mobile Computer
      • Identifying Your Model of Mobile Computer
      • Identifying Whether Your MC3090 Model Can Play Sounds
    • DataWedge Configuration (MC50)
      • Installing DataWedge
      • Enabling DataWedge for Barcode Capture
    • Symbol PocketBrowser Configuration (MC3090)
      • Installing Symbol PocketBrowser
      • Launching Symbol PocketBrowser
    • Setting the Internet Explorer Home Page
    • Configuring Notifications on a Mobile Computer
      • Adjusting the Volume
      • DataWedge Notifications
      • Disabling Keyboard Sounds on the MC3090
    • Adjusting the Font Size
  • Scanning Tickets
    • Logging On to Access Control
    • Access Control Options Page
    • Troubleshooting Access Control Login Problems
    • Changing Your Access Control Password
    • Marking Tickets
      • Access Control Notifications
      • Scanning Bundle Passes
    • Troubleshooting Ticket Scanning Errors
    • Searching for a Performance in Access Control
    • Checking a Ticket’s Status
    • Showing Order and Customer Details
  • Ticket Scanning Reports Available Through Access Control
    • Understanding a Ticket’s Status
    • Scanned Tickets Report within Access Control
    • Additional Ticket Scanning Reporting Options
• Email Marketing Guide
  • Email Marketing Content Map
  • Correspondence Correspondence
    • Correspondence Correspondence Pages
      • Correspondence Correspondence-Search Page
      • Correspondence Correspondence-Details Page
    • Using Correspondence
  • Correspondence Messages
    • Correspondence Messages Pages
      • Correspondence Messages-Search Page
      • Correspondence Messages-Basic Page
      • Correspondence Messages-Build Page
      • Correspondence Messages-Schedule Page
      • Correspondence Messages-Preview Page
    • Sending Messages
      • Creating a Message
      • Building the Content of a Message
      • Using the Rich Text Editor to Create the Content of a Message
      • Using the Source Editor to Create the Content of a Message
      • Building Links to Performances, Bundles, Articles and Miscellaneous Items in a Message
      • Inserting Tags into a Message
      • Previewing a Message
      • Testing and Scheduling Messages
      • Modifying a Message
      • Copying a Message
      • Deleting a Message
  • Managing Customer Communication and Marketing Preferences
    • Opting Customers into Email Communications by Default
    • Opting Customers Out of Email Marketing by Default
    • Default Customer Email Marketing Message Preferences
      • Opt-In Options - Customer Communication Preferences List
      • Opt-Out Options - Customer Marketing Preferences List
    • Creating a Single Click Unsubscribe Link
    • Creating Mailing Lists
      • Creating BI Queries for Email Messages
      • Mailing List - Customer Communications Preferences
      • Do Not Mail List - Customer Marketing Preferences
    • Assigning Email Preferences
      • Assigning a Communication Preference
      • Assigning a Message Source
      • Assigning a Marketing Preference
  • Email Marketing Best Practices

Product Guides > 6.3.0 Product Documentation > 6.3.0 Application Documentation > AudienceView User Guides > My AudienceView Guide > My AudienceView My Executive BI

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Table of Contents | Previous

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The following sections describe the My AudienceView application My Executive pages: My AudienceView My Executive BI-Saved Page My AudienceView My Executive BI-Parameters Page My AudienceView My Executive BI-Preview Page

The Running an Executive BI page describes how to run an executive BI.