• 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 (Prior to AudienceView 6.8.10)
  • Joining BI Queries
  • Copying a Saved Query
  • Deleting a Saved Query

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.

Hint When updating a preloaded, default BI query it is recommended that you save a copy of the BI and update the copied version.

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). Funds: Pulls information primarily from the TSfundsCO (funds) 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). Opportunities and Goals: Pulls information primarily from the TSopportuntiesCO (opportunities and goals). 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)). Programs: Pulls information primarily from the TSprogramCO (programs). Requests: Pulls information primarily from the TSorderRequestCO (customer seating requests). Schedule (AudienceView 6.8.11): Pulls information about saved items that can be scheduled (whether they have been scheduled or not). This includes reports, BI queries, messages and script jobs. 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). Users (AudienceView 6.8.11): Pulls information about all system users and customer users. To get only the system users, add a Customer ID has a value criteria. 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 the Calendar to Select 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.