Once you have created your BI query, you can save the query. When you save a query, you can choose how others will be able to work with the query by defining the Access Mode. Once you have saved the query, it becomes available from the Saved Bus. Intelligence tab or from the Business Intelligence tab.
By saving a query to a specific folder you can make the query available for use elsewhere in the application. For example, saving a customer query to the Saved Customer Search folder, makes the query accessible as an advanced search in the Customer Services application Customer|Search page. For more information, refer to Saving a BI Query to a Folder (Custom Searches).
Customer queries can also be saved so you can generate an extract. For more information, refer to Creating a Customer Correspondence Extract (prior to AudienceView 6.8.10) or Creating a Message Extract (AudienceView 6.8.10).
The Saved Bus. Intelligence pages enable users who do not have the appropriate permission to view, create, or modify BI queries to run a BI query made accessible to them by another user. For more information, refer to Saved Business Intelligence Pages.
You do not need to save a BI query in order to run it; however, for troubleshooting purposes, it is useful to save the BI.
To save a BI query, complete the following:
- With the BI that you want to save open, select the Results tab.
The Business Intelligence|Results page appears.
- Expand the save lists and extracts section.
- Use the table below to complete the fields in this section.
| Field |
Description |
| Name |
Enter a unique name for the saved query. |
| List Description |
Enter a description of the query. This will be displayed as users mouse-over the query on the Business Intelligence|Search page, Saved Bus. Intelligence|Saved Queries page and elsewhere in the application.
For example, you might include the creation date, the department for which it is used, how often it is used and if and when it can be deleted. |
| Access Mode |
Specify who can view, run and modify the query after it is saved.
If you do not select a mode in this field, it defaults to Public.
- Private: The extract can only be viewed, run, modified and copied by the user who created it.
- Public: The extract can be viewed, run, modified and copied by all users with appropriate permissions.
- Readable: The extract can be viewed, run and copied by other users, but modifications can only be saved by the creator.
If you are creating a customer correspondence extract, this field does not affect who can view resulting extracts visible from the Extracts|Search page.
|
| Folder |
Enables you to make the query available from other areas of the application. For more information, refer to Saving a BI Query to a Folder (Custom Searches). |
| Extract Format |
Select the file format in which you want the extract generated:
- CSV: Return results in CSV (comma separated values) format. This format is suitable for use in spreadsheets.
- Mail Merge: This is only available for Customer BI queries. Return results in AudienceView mail merge format. Used with the AudienceView mail merge plug-in to create mail merges. For more information, refer to Creating a Customer Correspondence Extract (prior to AudienceView 6.8.10) and Creating a Message Extract (AudienceView 6.8.10).
- PDF / AVDocument: Returns results in a PDF. This format is suitable for printing and emailing.
- XML: Return results in XML (extensible markup language) format. This format is suitable for loading into an XML database.
|
| Extract Row Limit |
Enter the number of resulting rows expected for the extract. |
| Extract Header |
Specify which labels you want to use to represent the result members in the extract’s headers:
- Name: Uses the column name from the database
- Label: Uses the label as it appears in the result member 'Name' field.
- None: Uses no header labels
If you entered a label for the result member in the 'Heading' field, this will always be used in the extract.
|
- If this is a customer query, you can generate an extract to be used for customer correspondence, tax receipts or thank you letters. For more information, refer to Creating a Customer Correspondence Extract (prior to AudienceView 6.8.10).
As of AudienceView 6.8.10, customer correspondence extracts are generated through the Correspondence application. For more information, refer to Creating a Message Extract.
- To schedule the BI query to run at specific times, complete the schedule saved bi section. For more information, refer to Scheduling a BI Query.
- To define how you want to run the query, complete the run lists section. For more information, refer to Completing the Run Lists Section.
- Click 'Create' or 'Apply'.
A window confirms that the application created or updated the BI query.
- Click 'OK'.
Alternatively, you can fill in the fields in the run lists, result members, sorting options and saved list criteria sections on the Business Intelligence|Results page before clicking 'Create'.