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Business Intelligence and Reports - Generated Reports|Parameters Page

The Generated Reports|Parameters page displays the report's parameters. The parameters enable you to filter your report based on the criteria you specify. The parameters available for each report varies. For a complete list of the core reports, refer to AudienceView Reports.

Criteria Section

The criteria section of the Business Intelligence and Reports application Generated Reports|Parameters page varies depending on the selected report.

The following image illustrates the Business Intelligence and Reports application Generated Reports|Parameters page for the Ticket Sales Report:


The Generated Reports|Parameters Page - Report Criteria Section

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The Saved Report Section

The Saved Report Configuration section enables you to save the criteria you have selected for the report. Saved reports appear on the Saved Reports|Reports page.

The following image illustrates the Saved Report Configuration section of the Reports|Parameters page:

The Saved Report Configuration section of the Reports|Parameters page contains the following properties:

Field Description
Save Report As Enables you to enter a name that you want to save the report criteria under.
Description Enables you to write a description or summary of the report.
Access Mode Enables you to specify the accessibility of the report:
  • Private: Only the creator can edit, delete, view or run the report.
  • Public: Anyone can edit, delete, view or run the report.
  • Readable: Anyone can view or run the report. Only the creator can edit and delete the report.
Folder Enables you to enter the folder name which the report is stored in.
Locked Fields Enables you to select which fields you would prefer to have locked in the saved report. The available options are dependent on which report you are working with.
Database Enables you to specify the database from which the report comes from.

The Schedule Saved Report Section

The Schedule Saved Report section allows you to configure when to run/how to send the report. It allows you to specify details such as to where, whom, when and how often the report will be run/sent. For more information, refer to Scheduling a Report to Run at Regular Intervals.

The following image illustrates the Schedule Saved Report section of the Reports|Parameters page:
BIR-Generated-Reports-Reports-schedule-6-8.jpg

 

The Schedule Saved Report section of the Reports|Parameters page contains the following properties:

Field Description
Address Enables you to enter an email address where the report will be sent, if applicable.
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 Enter a message that will appear in the body of the email, if applicable.
Email Subject Enter a subject line for the email message, if applicable.
Target Enables you to select how the report will be displayed/saved:
  • Download: This output is not used when scheduling reports 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 report to a recipient.
  • HTTPS (AudienceView 6.8.10): Enables you to save the information to a secure server.
  • Print: Enables you to print the report from the selected printer.
  • Screen: This output is not used when scheduling reports even though it is available in versions prior to AudienceView 6.8.10.
  • SFTP (AudienceView 6.8.8): Enables you to save the report to an FTP service. The delivery of the report will be secured/encrypted.
Format Enables you to select how the output format of the scheduled report. The name that appears before the format type is dependent on the report that you are working with:
  • (file/CSV): Create the report in a Comma Separated Value (CSV) format. This format enables you to view the report in such applications as Microsoft Excel.
  • (text/html): Creates an HTML version of the report.
  • (text/avdocument): Creates a PDF version of the report.
Target File Name
(As of AudienceView 6.8.8)
Enter name that you want the file to be attached (Email)/saved (SFTP) 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 Enables you to select which printer the report will be printed from.
Schedule Options Enables you to schedule when the report will be run/sent to the report's associated email address, if applicable:
  • Unscheduled: Saves the report as a draft copy prior to finalization and sending.
  • Send Now: Sends the report to the recipients immediately.
  • Send Later: Sends the report to the recipients at a pre-defined date and time.
  • Daily: Sends the report to the recipients daily at a specified time. You are able to define the start and end dates that are valid for the daily mail-out.
  • Weekly: Sends the report 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: Sends the report on a specified day 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.