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Business Intelligence enables you to create queries to extract data specific to your needs from your database relating to customers, orders, admissions, notes and more.

The data extracted using BI queries can be presented in various ways such as PDF, HTML and CSV, and can be viewed on-screen, saved and/or printed.

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