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AudienceView Documentation

Business Intelligence and Reports - Business Intelligence|Results Page

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Saved Lists and Extracts Section

The following image illustrates the save lists and extracts section of the Business Intelligence|Results page:

The save lists and extracts section of the Business Intelligence|Results page contains the following properties:

Field Description
Search Owner A read-only field that identifies the user who created the Business Intelligence(BI) query.
Name The name of the BI query.
List Description A description of the BI query.
Access Mode Enables you to specify the accessibility of the 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.
Folder Enables you to select a place where the BI query will reside.
For more information, refer to Saving a BI Query to a Folder (Custom Searches).

 

The following fields are available only if you selected Customers from the 'Object List' dropdown on the Business Intelligence|Search page:

BIR-Business-Intelligence-save-lists-and-extracts-additional-fields-6-8-4.jpg

 

Field Description
Code A code to represent the correspondence extract.
Description A description of the correspondence extract.
Solicitation Amount If soliciting for gifts (donations), the amount to solicit for.
Document If you are creating a mail merge extract, the file name of the mail merge template excluding the extension. For example, if the template name is Customer.doc, enter Customer.
This template must be placed in the Mail Merge Templates folder of the mail merge plug-in root installation directory. The default install location of the mail merge plug-in is C:\AudienceView.
Response Due Date If soliciting for gifts, the date the response is due from the customer.
Enter a date into the field or click to select the date.
For more information, refer to Using the Calendar to Select a Date.
Owner The name of the user who is assigned as the owner.
Additional Information Any additional information that may be required.
Appeal If soliciting gifts, enter the 'Name' of the appeal or click to search for and select the appeal.
For more information, refer to The Find Appeals Dialog Box.

Schedule Saved BI Section

The schedule saved bi section allows you to configure when a saved BI query will be executed. You are able to schedule the BI query to run immediately, at a later date or as part of an on-going daily, weekly or monthly schedule. The results can be sent to a specific download destination, a specific email address as a comma-delimited attachment or a specific printer for printed results. For more information, refer to Scheduling a BI Query.

Information
You can only schedule a BI query that you have saved with an 'Access Mode' of Public or Readable. For more information, refer to Saving a BI Query and Saved Lists and Extracts Section.

The following image illustrates the schedule saved bi section of the Business Intelligence|Results page:

BIR-Business-Intelligence-Results-schedule-6-8.jpg

 

The schedule saved bi section of the Business Intelligence|Results page contains the following properties:

Field Description
Address Enables you to enter an email address where the report will be sent, if applicable. This value can be up to 128 charaters.
Clicking will immediately open a new email with the entered address in the 'To' field.
 
As of AudienceView 6.8.8, you can also enter a full URL, including the folder path, if you are using a 'Target' of SFTP.
As of AudienceView 6.8.10, you can also enter the IP address or full URL, including the port and folder path, if you are using a 'Target' of HTTPS.
After you save the report, the field will display instead, allowing you to verify the URL.
Email Message If emailing the BI results, the message that will appear in the body of the email.
Email Subject If emailing the BI results, the subject line for the email message.
Target Enables you to select how the BI will be displayed/saved:
  • Download: This output is not used when scheduling BI query results even though it is available in versions prior to AudienceView 6.8.10. Use SFTP instead (as of AudienceView 6.8.8).
  • Email: Enables you to email the BI query results to a recipient.
  • HTTPS (AudienceView 6.8.10): Enables you to save the information to a secure server.
  • Print: Enables you to print the BI query results from the selected printer.
  • Screen: This output is not used when scheduling BI queries even though it is available in versions prior to AudienceView 6.8.10. Do not select this option.
  • SFTP (AudienceView 6.8.8): Enables you to save the report to an FTP service. The delivery of the report will be secured/encrypted.
Target File Name
(As of AudienceView 6.8.8)		 Enter name that you want the file to be saved/sent as.
If you can add the following to the file name:
  • %d: The date will be added to the file name in the YYYYMMDD format.
  • %t: The time will be added to the file in the HHMMSS format.
Target User Name
(As of AudienceView 6.8.8)		 If you are using a 'Target' of SFTP, enter the user name for the FTP site you will be using.

If you are using a 'Target' of HTTPS, enter the user name for the server that you will be using (as of AudienceView 6.8.10).
Target Password
(As of AudienceView 6.8.8)		 If you are using a 'Target' of SFTP, enter the password for the FTP site you will be using.
If you are using a 'Target' of HTTPS, enter the password for the server that you will be using (as of AudienceView 6.8.10).
Printer If printing the BI results, the printer the results will be printed from. The available printers are configured by your system administrator.
Schedule Options Enables you to schedule when the report will be executed/sent:
  • Unscheduled: Saves the BI results as a draft copy prior to finalization and sending.
  • Send Now: Executes the BI and sends the results to the appropriate location immediately.
  • Send Later: Executes the BI and sends the results to the appropriate location at a pre-defined date and time.
  • Daily: Executes the BI and sends the results to the approriate location daily at a specified time. You are able to define the start and end dates that are valid for the daily mail-out.
  • Weekly: Executes the BI and sends the results to the appropriate location on a specified day or days of the week, as well as a specific time during that day. You are able to define the start and end dates that are valid for the weekly mail-out.
  • Monthly: Executes the BI and sends the results to the appropriate location on a specified day or days of the month, as well as a specific time during that day. You are able to define the start and end dates that are valid for the monthly mail-out.
Scheduled Time The time fo day the BI will be executed and the results sent. Available if the 'Send Later', 'Daily', 'Weekly' or 'Monthly' radio button is selected.
Start Date The first(or only) day the BI will be executed and the results sent. Available if the 'Send Later', 'Daily', 'Weekly' or 'Monthly' radio button is selected.
Enter a date into the field or click to select the date.
For more information, refer to Using the Calendar to Select a Date.
End Date The last day the BI will be executed and the results sent. Available if the 'Daily', 'Weekly' or 'Monthly' radio button is selected.
Enter a date into the field or click to select the date.
For more information, refer to Using the Calendar to Select a Date.
Day of Week The day or days of the week the BI will be executed and the results sent. Available if the 'Weekly' radio button is selected.
To select more than one day, hold CTRL or SHIFT while making your selections.
Day of Month The day or days of the month the BI will be executed and the results sent. Available if the 'Monthly' radio button is selected.
To select more than one day, hold CTRL or SHIFT while making your selections.

 

Warning
The 'Target:' dropdown displays the target destinations available for the BI query results to be sent, the optionscreen and download are available. These are not used for the scheduling of BI queries. Do not select them.

Run Lists Section

The following image illustrates the run lists section of the Business Intelligence|Results page:

The run lists section of the Business Intelligence|Results page contains the following properties:

Field Description
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. This will only be applied to the query’s criteria, not the filter criteria. For more information, refer to Working with BI Filters.
Database If your organization is using multiple databases, you can choose the database against which to run the query.
Search History Type Most database tables have a separate audit table which tracks change information. You can specify whether to include audit information in your results.
  • Blank: Selected by default, this indicates that only current data is included in the results
  • Audit: Indicates that only audit history should be included in results
  • Union: Indicates that both audit and current information should be included in the results For example, you could include the audit history on a ticket BI query to view a ticket’s scanning history.
    Union will only include historical information from the primary table, so if you were running a Customer BI query and selected Union, the results would include historical information from ts_customers and current information from all other tables in the join.
Extract Template Select the output format of the BI query.
Prior to AudienceView 6.8.11, the following formats can be used:
  • CSV (file/CSV): Returns the BI results in a Comma Separated Value (CSV) format. This format enables you to view the report in such applications as Microsoft Excel.
  • Mail Merge (file/mailmerge): Return the BI results in AudienceView mail merge format. Used with the AudienceView mail merge plug-in to create mail merges.
    For more information, refer to Installing the Mail Merge Plug-in.
  • XML (file/xml): Returns the BI results in an XML format.
  • Report PDF (Print) (text/avdocument): Returns the BI results in a PDF format.
As of AudienceView 6.8.11, the following formats should be used:
  • Business Intelligence AVDOC Report Extract: Return results in AVDOC. This template is suitable for emailing.
  • Business Intelligence CSV Report Extract: Return results in CSV (comma separated values) template. This template is suitable for use in spreadsheets and for importing into another system.
  • Business Intelligence HTML Report Extract: Return results in HTML.
  • Business Intelligence XML Report Extract: Return results in XML (extensible markup language) template. This template is suitable for importing into another system.
  • Correspondence Mail Merge: This is only available for customer BI queries. Return results in AudienceView mail merge template. Used with the AudienceView mail merge plug-in to create mail merges. For more information, refer to Installing the Mail Merge Plug-in and Creating a Message Extract (AudienceView 6.8.10).
Extract Max Row Enables you to define the maximum number of results that the BI query will return.

 

Information
As of AudienceView 6.8.4 HotFix 5, the only setting in the run lists section that effects Customer extracts with correspondence codes is the 'Extract Template' dropdown. All of the other criteria (e.g. 'Page Size', 'Extract Max Rows') have no effect on the BI query. This ensures that the number of extracted correspondence records will not be affected by 'Extract Max Rows' value and all of the customers returned will be assigned the correspondence code.

 

Result Members Section

When creating a new query, a default set of result members displays based on the type of BI object.

Information
For example, the default result members for a customer BI query include Customer Number, Default First Name, Default Last Name, Default Address. You can modify these default result members and/or add new ones based on your requirements.

If you will be saving your query to a folder for use elsewhere in the application, some folders require certain result members. For more information, refer to Saving a BI Query to a Folder (Custom Searches).

Once you have added result members to your BI query, you can specify whether to sort, group or total the member, create an aggregate function, and/or develop more complex results such as pivot extracts.

For more information, refer to Working with Result Members.

Sorting Options Section

If there is data that you want to use to sort but that is not included as a result member, you can use the sorting options section of the Business Intelligence|Results page to sort.

For more information, refer to Sorting Results by Data Not Included as a Result Member.

Saved List Criteria Section

Two or more queries can be joined together to create a query that meets the combined criteria of the selected queries.

For more information, refer to Joining BI Queries.