• Getting Started
  • Getting Started Content Map
  • Introduction to AudienceView
  • AudienceView Applications
  • AudienceView Desktop
    • AudienceView Desktop Shortcut Keys
    • Commonly Used Buttons and Icons
    • AudienceView Messages
  • Logging In and Out of AudienceView Desktop
    • Troubleshooting Desktop Login Failures
      • Invalid Username or Password
      • Too Many Invalid Login Attempts
    • Changing Your Login Settings
      • Changing Your Login Password
      • Changing Your User Role
      • Changing Your Location
      • Changing Your Printer
      • Changing Your Payment Terminal
    • Using System Override
  • Performing Searches
    • Using Wildcard Characters to Perform a Search
    • Adding Additional Search Fields
    • Search Page Settings
    • Sorting Search Results
    • Loading a New Search
    • The Find Dialog Boxes
      • The Find Appeals Dialog Box
      • The Find Articles Dialog Box
      • The Find Benefits Dialog Box
      • The Find Bundles Dialog Box
      • The Find Campaigns Dialog Box
      • The Find Customers Dialog Box
      • The Find Funds Dialog Box
      • The Find Gifts Dialog Box
      • The Find Memberships Dialog Box
      • The Find Miscellaneous Items Dialog Box
      • The Find Orders Dialog Box
      • The Find Performances Dialog Box
      • The Find Price Charts Dialog Box
      • The Find Programs Dialog Box
      • The Find Promotion Codes Dialog Box
      • The Find Questions Dialog Box
      • The Find Saved Lists Dialog Box
      • The Find Series Dialog Box
      • The Find Users Dialog Box
  • Using the Calendar to Select a Date
  • Using Relative Dates and Times
  • Using Notes
    • Creating a Note
    • Adding a File Attachment to a Note
    • Modifying a Note
    • Deleting a Note
  • Using the Rich Text and Source Editors
    • Using the Rich Text Editor
      • Rich Text Formats and Operations
      • Selecting and Using a Template
      • Copying Selected Text from Microsoft Word Documents
      • Searching for Text
      • Finding and Replacing Text
      • Creating a Hyperlink
      • Creating and Using an Anchor
      • Creating an Email Link
      • Inserting an Image
      • Editing an Embedded Image
      • Inserting a File
      • Inserting a Table
      • Editing an Embedded Table
      • Inserting a Horizontal Line
      • Inserting an Emoticon
      • Inserting a Special Character
      • Inserting a Page Break
      • Customizing the Text Appearance
      • Viewing the Text in Full Screen
    • Using the Source Editor
      • HTML Restrictions Within Messages
• Customer Services Guide
  • Customer Services Content Map
  • Customer Services - Customers
    • Customer Services - Customer Pages
      • Customer Services - Customer|Search Page
      • Customer Services - Customer|Basic Page
      • Customer Services - Customer|Advanced Page
      • Customer Services - Customer|Notes Page
      • Customer Services - Customer|Users Page
      • Customer Services - Customer|Links Page
      • Customer Services - Customer|Entitlements Pages
      • Customer Services - Customer|Activities Page
      • Customer Services - Customer|Calendar Page
      • Customer Services - Customer|Opportunities Page
      • Customer Services - Customer|History Pages
    • Managing Customer Accounts
      • About Agents
      • Creating a Customer Account
      • Contacts and Linking Accounts
      • Managing Customer Addresses
      • Customer Associations and Message Sources
      • Customer Affiliations
      • Adding Default Payment Information for a Customer Account
      • Searching for a Customer or Contact
      • Hiding Duplicate Contact Information from Searches
      • Modifying a Customer Account
      • Working with Customer States
      • Merging Customer Accounts
      • Flagging Duplicate Accounts
      • Transferring Account Balances
      • Entitlements -- Memberships, Benefits, Passes and Offers
      • Setting and Managing Customer Donation Opportunity Forecasts
      • Using Customer Notes
      • Creating a Customer Pop-Up Message
      • Using the Customer Biography Report
      • Tracking Current Customer Orders and Status
      • Deleting a Customer Account
    • Managing Online User Accounts
      • Password Settings
      • Creating an Online User Account for a Customer
      • How Customers Create Online User Accounts
      • Logging Into AudienceView Online
      • Recovering Online User Passwords
      • Resetting Online User Passwords
      • Unlocking an Online User Account
  • Customer Services - Order
    • Customer Services - Order Pages
      • Customer Services - Order|Search Page
      • Customer Services - Order|Summary Page
      • Customer Services - Order|Customer Page
      • Customer Services - Order|Notes Page
      • Customer Services - Order|Seats Pages
      • Customer Services - Order|Bundles Pages
      • Customer Services - Order|Other Pages
      • Customer Services - Order|Gifts Page
      • Customer Services - Order|Order History Pages
    • Handling Customer Orders
      • Creating an Order
      • Customers, Agents and Orders
      • Delivery Methods
      • Performance Seating Requests
      • Making a Reservation
      • Checking a Seat’s Ticket Usage Status
      • Searching for an Order
      • Modifying Seats on an Order
      • Using Order Notes
      • Managing Customer Passes on an Order
      • Adding an Offer to an Order
      • Printing Orders
      • The Confirmation Email Invoice Template Versus the Order Confirmation Email Template
      • Billing Customer, Shipping Customer and Agent Email Delivery Combinations
      • Generating an Invoice
      • Generating a Tax Receipt
      • Order History
    • Handling Customer Payments
      • Currency Conversions
      • Using Credit and Debit Cards to Make a Payment
      • Credit Card Troubleshooting
      • Using Gift Certificates and Gift Cards to Make a Payment
      • Using a Customer Account to Make a Payment
      • Using Direct Debit to Make a Payment (UK)
      • Using Multiple Payment Methods
      • Scheduling Payments
      • Voiding, Cancelling and Refunding Payments
      • Payment Allocations
  • Customer Services - Seats
    • Customer Services - Seats Pages
      • Customer Services - Seats|Search Page
      • Customer Services - Seats|Map Page
      • Customer Services - Seats|Availability Page
      • Customer Services - Seats|Best Available Page
      • Customer Services - Seats|Quick Sale Page
      • Customer Services - Seats|Calendar Page
    • Making Seat Selections
      • Searching for a Performance Using the Seats|Search Page
      • Searching for a Performance Using the Seats|Calendar Page
      • About Selecting Seats Using the Seats|Map Page
      • Adding Seats to an Order Using the Seats|Map Page
      • Deleting an Admission Using the Seats|Map Page
      • Selecting Seats Using the Seats|Best Available Page
      • Updating Holds Using the Seats|Map Page
      • Using Quick Sales
      • On Offer Timeouts
  • Customer Services - Bundles
    • Customer Services - Bundles Pages
      • Customer Services - Bundles|Search Page
      • Customer Services - Bundles|Details Page
      • Customer Services - Bundles|Map Page
      • Customer Services - Bundles|Miscellaneous Items Page
      • Customer Services - Bundles|Gifts Page
    • Selling Bundles
      • Rules for Selling Bundles
      • Bundle Instances and Charges
      • Renewing Bundles with Customer Numbers
      • Rules for Including Bundles in Orders
      • Bundles and Entitlements
      • Adding a Bundle to an Order
      • Selecting Bundle Seats
      • Assigning a Bundle’s Admissions to a Pass
      • Saving an Unfulfilled or Partially Fulfilled Bundle
      • Removing a Bundle from an Order
      • Customer Bundle Requests
  • Customer Services - Miscellaneous Items
    • Customer Services - Miscellaneous Items Pages
      • Customer Services - Miscellaneous Items|Search Page
      • Customer Services - Miscellaneous Items|Details Page
    • Selling Miscellaneous Items
      • Miscellaneous Items and Entitlements
      • Adding a Miscellaneous Item to an Order
      • Viewing or Modifying a Miscellaneous Item on an Order
      • Deleting a Miscellaneous Item from an Order
  • Customer Services - Offers
    • Customer Services - Offers Pages
      • Customer Services - Offers|Search Page
      • Customer Services - Offers|Summary Page
      • Customer Services - Offers|Seats Page
      • Customer Services - Offers|Bundles Pages
    • Using and Managing Offers
      • Creating an Offer
      • Adding a Customer to an Offer
      • Adding Content to a New Offer
      • Adding Content to an Existing Offer
      • Modifying the Details of an Offer
      • Deleting the Content of an Offer
      • Managing Offers in the Desktop
      • Managing Offers Online
      • Using Utilities to Add Offers to a Large Number of Customers
      • Using Utilities to Invoice Customers with Offers
  • Customer Services - Gift Certificates and Gift Cards
    • Customer Services - Gift Certificates and Gift Cards Pages
      • Customer Services - Gift Certificates and Cards|Search Page
      • Customer Services - Gift Certificates and Cards|Details Page
    • Selling Gift Certificates and Gift Cards
      • Rules for Gift Certificates and Gift Cards
      • Adding a Gift Certificate or Gift Card to an Order
      • Viewing the Details of a Gift Certificate or Gift Card
      • Removing Gift Certificates and Gift Cards from an Order
      • Checking the Balance of a Gift Card or Account
      • Reloading a Gift Card or Loading an Account on an Order
  • Customer Services - Gifts
    • Customer Services - Gifts|Search Page
    • Handling Gifts (Donations)
      • Adding a Gift to an Order
      • Removing a Gift from an Order
  • Customer Services - End of Day Balance Pages
• Utilities Guide
  • Utilities Content Map
  • The Maximum Number of Records that can be Processed
  • Business Intelligence Queries (Extracts)
  • Utilities - Customers
    • Utilities - Customers Pages
      • Utilities - Customers|Query Select Page
      • Utilities - Customers|Customer Marketing Page
      • Utilities - Customers|Add Offers Page
    • Performing Customers Batch Processes
      • Updating Customer Marketing Data in Batches
      • Generating Offers in a Batch
  • Utilities - Orders
    • Utilities - Orders Pages
      • Utilities - Orders|Query Select Page
      • Utilities - Orders|Order Invoice Page
      • Utilities - Orders|Order Update Page
      • Utilities - Orders|Order Marketing Page
    • Performing Orders Batch Processes
      • Printing Order Invoices in a Batch
      • Updating Orders in a Batch
      • Updating Order Marketing Data in a Batch
  • Utilities - Offers
    • Utilities - Offers Pages
      • Utilities - Offers|Query Select Page
      • Utilities - Offers|Offer Invoice Page
      • Utilities - Offers|Offer Update Page
    • Performing Offers Batch Processes
      • Printing Offer Invoices
      • Updating Offers in a Batch
  • Utilities - Renewals
    • Utilities - Renewals Pages
      • Utilities - Renewals|Search Page
      • Utilities - Renewals|Details Page
      • Utilities - Renewals|Seating Page
      • Utilities - Renewals|Gifts Page
      • Utilities - Renewals|Miscellaneous Items Page
      • Utilities - Renewals|Results Page
    • Handling Renewals
      • Creating an Offer Renewal
      • Creating an Order Renewal
      • Creating an Update Order Renewal
      • Working with Renewal Seat Rules
      • Working with Renewal Gift Rules
      • Working with Renewal Miscellaneous Item Rules
      • Running a Renewal
      • Modifying a Renewal
      • Deleting a Renewal
  • Utilities - Print
    • Utilities - Print Pages
      • Utilities - Print|Print Query Select Page
      • Utilities - Print|Order Print Page
      • Utilities - Print|Print Cancel Page
    • Printing in Batches
      • Printing and Reprinting Tickets in a Batch
      • Cancelling Printed Tickets in a Batch
  • Utilities - Performance
    • Utilities - Performance Pages
      • Utilities - Performance|Template Page
      • Utilities - Performance|Admissions Page
      • Utilities - Performance|Tickets Page
    • Modifying Performances in a Batch
      • Searching for Performances to Update in a Batch
      • Updating Performance Holds, Price Zones or Fill Zones in a Batch
      • Adding Admissions to Performances in a Batch
      • Removing Admissions from Performances in a Batch
      • Adding or Cancelling Third Party Tickets
  • Utilities - Pledges
    • Utilities - Pledges Pages
      • Utilities - Pledges|Tax Receipts Page
      • Utilities - Pledges|Thank You Letters Page
    • Handling Pledges in a Batch
      • Extracting Tax Receipt Data
      • Extracting Thank You Letter Data
      • Using Mail Merge to Print Tax Receipts and Thank You Letters
  • Utilities - Data Management
    • Utilities - Data Management Pages
      • Utilities - Data Management|Search Page
      • Utilities - Data Management|Schedule Page
      • Utilities - Data Management|Results Page
      • Utilities - Data Management|Install Page
    • Using Data Management
      • Creating a Data Management Job
      • Scheduling a Data Management Job to be Run
      • Updating the Details of a Data Management Job
      • Exporting and Importing AudienceView Configurations
      • Deleting a Data Management Job
      • Core Data Management Scripts
• My AudienceView Guide
  • My AudienceView Content Map
  • My AudienceView - My Notes
    • My AudienceView - My Notes Pages
      • My AudienceView - My Notes|Home Page
      • My AudienceView - My Notes|Notes Page
    • Calendar View in the My Notes|Home Page
    • Using My Notes
      • Monitoring Existing Notes in My AudienceView
      • Viewing My Notes
      • Printing a Note
      • Creating a Notes BI Extract
  • My AudienceView - My Settings
    • My AudienceView - My Settings|Password Page
    • Changing Your Password in My AudienceView
  • My AudienceView - My Executive BI
    • My AudienceView - My Executive BI Pages
      • My AudienceView - My Executive BI|Saved Page
      • My AudienceView - My Executive BI|Parameters Page
      • My AudienceView - My Executive BI|Preview Page
    • Running an Executive BI
• Business Intelligence and Reports Guide
  • Business Intelligence and Reports Content Map
  • Reporting Permissions Requirements
  • Business Intelligence and Reports - Generated Reports
    • Business Intelligence and Reports - Generated Reports Pages
      • Business Intelligence and Reports - Generated Reports|Reports Page
      • Business Intelligence and Reports - Generated Reports|Parameters Page
    • Using Generated Reports
      • Running a Generated Report
      • Changing the Output of a Generated Report
      • Saving a Report
    • Date Formats within AudienceView Reports
    • AudienceView Reports
      • Access Control Reports
      • Accounting Reports
      • Charges Report
      • Dashboard Reports
      • Donation Reports
      • Marketing Reports
      • Miscellaneous Items Report
      • Pricing Reports
      • Sales Reports
      • Security Reports
      • Technical Reports
  • Business Intelligence and Reports - Saved Reports
    • Business Intelligence and Reports - Saved Reports Pages
      • Business Intelligence and Reports - Saved Reports|Reports Page
      • Business Intelligence and Reports - Saved Reports|Parameters Page
    • Using Saved Reports
      • Running a Saved Report
      • Changing the Output of a Saved Report
      • Configuring Saved Report Folders
      • Modifying a Saved Report
      • Copying a Saved Report
      • Deleting a Saved Report
      • Scheduling a Report to Run at Regular Intervals
  • Business Intelligence and Reports - Business Intelligence
    • 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
      • Working with BI Filters
      • Working with BI Formulas
      • Working with Result Members
      • Running a BI Query
      • AudienceView Charting
      • Saving a BI Query
      • Saving a BI Query to a Folder (Custom Searches)
      • Scheduling a BI Query
      • Creating a Customer Correspondence Extract (Prior to AudienceView 6.8.10)
      • Joining BI Queries
      • Copying a Saved Query
      • Deleting a Saved Query
  • Business Intelligence and Reports - Saved Business Intelligence
    • Business Intelligence and Reports - Saved Business Intelligence Pages
      • Business Intelligence and Reports - Saved Business Intelligence|Saved Queries Page
      • Business Intelligence and Reports - Saved Business Intelligence|Parameters Page
      • Business Intelligence and Reports - Saved Business Intelligence|Preview Page
    • Running a Saved BI Query
• Access Control Guide
  • Access Control Content Map
  • Configuring Access Control
    • Configuring Access Control in Application Security
      • Configuring Access Control User Permissions
      • Creating Username and Password Barcodes and QR Codes for Scanners
      • Enabling Gate Management Content
      • Configuring Marking Options
    • Configuring Access Control Notifications
      • Configuring Default Scan Colours
      • Setting Successful Scan Colours by Price Type
      • Setting Failed Scan Colours by Error Code
      • Modifying Notification Sounds
    • Configuring Access Control Fields
      • Configuring Access Control-Specific Field Labels
      • Global Customizations
      • Customizing Fields within a Business Object or Collection Object
      • Customizing Ticket Scanning Errors
  • Configuring Access Control Scanners and Mobile Devices
    • Access Control Assumptions
    • Additional Access Control Documentation
    • Before You Configure Your Scanner or Mobile Device
    • Configuring Your Mobile Device for Scanning
    • Getting to Know Your Scanner
      • Identifying the Windows Version on Your Scanner
      • Identifying Your Model of Scanner
      • Identifying Whether Your MC3090 Model Can Play Sounds
    • DataWedge Configuration (MC50)
      • Installing DataWedge
      • Enabling DataWedge for Barcode Capture
    • Symbol PocketBrowser Configuration (MC3090)
      • Installing Symbol PocketBrowser
      • Launching Symbol PocketBrowser
    • Setting the Internet Explorer Home Page
    • Configuring Notifications on a Scanner
      • Adjusting the Volume
      • DataWedge Notifications
      • Disabling Keyboard Sounds on the MC3090
    • Adjusting the Font Size
  • Scanning Tickets
    • Logging On to Access Control
    • Access Control Options Page
    • Troubleshooting Access Control Login Problems
    • Changing Your Access Control Password
    • Marking Tickets
      • Access Control Notifications
      • Scanning Bundle Passes
    • Troubleshooting Ticket Scanning Errors
    • Searching for a Performance in Access Control
    • Checking a Ticket’s Status
    • Showing Order and Customer Details
  • Ticket Scanning Reports Available Through Access Control
    • Understanding a Ticket’s Status
    • Scanned Tickets Report within Access Control
    • Additional Ticket Scanning Reporting Options
• Email Marketing Guide
  • Email Marketing Content Map
  • Correspondence - Correspondence
    • Correspondence - Correspondence Pages
      • Correspondence - Correspondence|Search Page
      • Correspondence - Correspondence|Details Page
    • Using Correspondence
  • Correspondence - Messages
    • Correspondence - Messages Pages
      • Correspondence - Messages|Search Page
      • Correspondence - Messages|Basic Page
      • Correspondence - Messages|Build Page
      • Correspondence - Messages|Schedule Page
      • Correspondence - Messages|Preview Page
    • Correspondence - Messages Pages (AudienceView 6.8.10)
      • Correspondence - Messages|Search Page (AudienceView 6.8.10)
      • Correspondence - Messages|Basic Page (AudienceView 6.8.10)
      • Correspondence - Messages|Build Page (AudienceView 6.8.10)
      • Correspondence - Messages|Preview Page (AudienceView 6.8.10)
      • Correspondence - Messages|Deliver Page (AudienceView 6.8.10)
    • Sending Messages
      • Creating a Message
      • Creating an Email or an Internal Message (AudienceView 6.8.10)
      • Creating a Message Extract (AudienceView 6.8.10)
      • Building the Content of a Message
      • Building Links to Performances, Bundles, Articles and Miscellaneous Items in a Message
      • Inserting Tags into a Message
      • Previewing a Message
      • Testing and Scheduling Messages
      • Spotlighting an Internal Message
      • Modifying a Message
      • Copying a Message
      • Deleting a Message
  • Managing Customer Communication and Marketing Preferences
    • Opting Customers into Email Communications by Default
    • Opting Customers Out of Email Marketing by Default
    • Default Customer Email Marketing Message Preferences
      • Opt-In Options - Customer Communication Preferences List
      • Opt-Out Options - Customer Marketing Preferences List
    • Creating a Single Click Unsubscribe Link
    • Creating Mailing Lists
      • Creating BI Queries for Email Messages
      • Mailing List - Customer Communications Preferences
      • Do Not Mail List - Customer Marketing Preferences
    • Assigning Email Preferences
      • Assigning a Communication Preference
      • Assigning a Message Source
      • Assigning a Marketing Preference
  • Email Marketing Best Practices

The Running an Executive BI page describes how to run an executive BI.