By saving a BI query to a folder you can make the query available to perform searches within other areas of the Desktop. This enables you to create custom searches based on your organization’s needs. For those users who do not have access to Business Intelligence and Reports, saving the query to the Executive BI folder enables them to access custom queries that they require.
The following table describes the available folders by object, from where the query can be accessed, and any required result members.
BI Object |
Folder |
Access the Query From |
Required Result Members |
Any BI object |
Executive BI |
My Notes and Shortcuts|My Executive BI page By saving the query to this folder, you can enable users who do not have permission to use Business Intelligence and Reports, access to the BI query. |
N/A |
Customers |
Customer Marketing |
Utilities - Customers|Customer Marketing page |
N/A |
Saved Customer Search |
Customer Services - Customers|Search |
These columns will not be visible in the search results: •Customer ID •Customer State |
|
Orders |
Batch Print |
Utilities - Print|Order Print page |
N/A |
Batch Print Cancel |
Utilities - Print|Print Cancel page |
N/A |
|
Order Invoice |
Utilities - Orders|Order Invoice page |
N/A |
|
Order Marketing |
Utilities - Orders|Order Marketing page |
N/A |
|
Order Update |
Utilities - Orders|Order Update page |
N/A |
|
Renew Donations |
Utilities - Renewals pages |
N/A |
|
Renew Subscriptions |
Utilities - Renewals pages |
N/A |
|
Saved Order Search |
Customer Services - Orders|Search page |
These columns will not be visible in the search results: •Database Order ID •Database Customer ID |
|
Subscriptions |
Utilities - Renewals pages |
N/A |
|
Events |
Saved Seat Search |
Customer Services - Events|Search page |
These columns will not be visible in the search results: •Event •Status •Venue If you have general admission venues, adding Venue Type will open the Events|Best Available page when they are selected. This will be visible in the search results and criteria. |
