All bi library articles
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User guides
My Insights Dashboard
My Insights is a series of interactive visual reports that focus on key areas of your user data presented with graphs and trends. It can be accessed on the ADvance dashboard page and reports on your Website Registrations, Live Subscribers, Orders, and Payments.
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User guidesBI Library - Overview
The BI Library (BIL) is a group of core BI filters that we have identified as helpful for standard selections that are often requested. These include both base BI queries and system BI queries.
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User guidesBI Library - Live
This library of BI queries is based on live data sources such as live orders and subscribers. These queries can be modified by selecting ‘SAVE AS’ on the top right-hand side.
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User guidesBI Library - Lapsed
This library of BI queries is based on lapsed data sources such as orders and subscribers. These queries can be modified by selecting ‘SAVE AS’ on the top right-hand side.
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User guidesBI Library - Lists
This library of system queries has been chosen to enable you to access information from the database that is not accessible to the standard BI tool. These system queries cannot be copied or modified.
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User guidesBI Library - Renewals
This library of BI queries is based on subscriber campaign data sources. Some of these queries can be modified by selecting ‘SAVE AS’ on the top right-hand side, however some of the queries are system queries that provide information not accessible in the standard BI tool and cannot be copied ...
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How-to guides
How to check your renewals are working properly
It is recommended that you perform a health check on your Subscriber Campaigns on a regular basis to ensure that all orders that should receive renewal communications are being picked up and notifications are being generated and emails, letters and web pop-ups are being delivered to the customer.
