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The Using Business Intelligence section provides an introduction to business intelligence, and the following sections describe how to work with business intelligence:

•Masking Payment Methods

•Creating a BI Query

•BI Criteria

▪Adding Criteria to a BI Query

▪Example - Customer Query

▪Using Relative Dates and Times with a BI Query

▪Deleting BI Criteria

•BI Filters

▪Adding a Filter to a BI Query

▪Example Session Filter - Filtering Customers by Create User

▪Example Filter - Filtering Events by Venue and Date Range

▪Deleting a BI Filter

•BI Formulas

•BI 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)

oExample Pivot Extract -- Customers with Same Last Name in Same City

oExample Pivot Extract -- Sales by Postal Code

▪Deleting Result Members

•Running a BI Query

•Generating a Chart

▪Creating a Chart

▪Example Chart BIs

▪Modifying the Chart Output

▪Chart Types

▪Chart Options

▪Saving a Chart

▪Printing a Chart

▪Emailing a Chart

•Saving a BI Query

•Saving a BI Query to a Folder (Custom Searches)

•Scheduling a BI Query

▪Defining the Number of Concurrently Scheduled Queries

•Joining BI Queries

•Copying a Saved Query

•Deleting a Saved Query

 

The Configuring Report and BI Styles page describes how you can define report and BI styles to suit your needs. Labels within report and BI outputs can be configured using the applicable Registry - Registry::EN::Application::Business Intelligence and Reports::Report Labels node.