• 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

Once you have created a graph/chart, you can save it as a PDF and attach it to an email by completing the following:

1. Right-click on the graph/chart.
2. Select one of the following options:
   • Save as JPEG Image
   • Save as PNG Image
   • Save as PDF
     The chart you selected is greyed out and a progress bar appears over top of it.
3. Once the progress bar has disappered, click 'Save' at the bottom of the screen.

   Information The 'Save' button appears as 'Waiting for Export' until Step 2 has been completed.

   The Select Location for Download dialog box appears.

4. Title your file in the 'File name' field.

   Caution You must add the file extension associated with the option you selected in Step 2 to the file name (.JPG, .PNG or .PDF).

5. Browse to the location where you want to save the file.
6. Click 'Save'.

   Hint If the BI that you ran produces multiple graphs/charts, you will have to repeat the above steps for each one that you want to save.

7. Create an email using which ever email software that your organization uses.
8. Attach the file.
9. Send the email.