All Business intelligence articles
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How-to guides
How to use the BI Scheduler
ADvance facilitates the collection of vast amounts of user data which can be invaluable in identifying trends or actionable intelligence. A great way to leverage this data is to use a visualisation tool to create a data model and then do the relevant analysis.
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User guidesWeb Activity - Action types explained
Descriptions of the different action types recorded under Web Activity.
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How-to guidesHow to create a link that will automatically log a user in
For non-frequent site visitors, remembering the username and password can act as a barrier to entry when returning to your website. If you wish to provide instant access to your users in a logged-in state, then you can create an auto-login link.
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How-to guidesHow to export a list of all active continuous credit card subscriptions
This documentation will demonstrate how to build a BI query that will output all of your live continuous credit/debit card orders and the contact information associated with the subscriber.
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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, Payments and Card Transactions with an export table.
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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 - 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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Webinar
Must watch – everything you need to know about BI
Business Intelligence is a powerful tool that lets you create bespoke reports using all the data that is linked to a party record.
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How-to guides
Guidance on constructing efficient BI queries
The BI module is very powerful and allows searches and retrieval of data across the entire ADvance database. The database itself can become very large (Abacus has clients with millions of party records and tens of millions of individual transactions). It is therefore important to construct BI queries carefully.
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User guides
Why a BI Query might time out and troubleshooting
Are you experiencing a timeout when exporting a certain BI Query? This documentation will cover some of the reasons why a BI query will time out.
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How-to guides
Accessing OData feeds in ADvance
This document covers the basics of making the connection between a visualisation tool (in this example Microsoft Power BI) and the ADvance data source which you can create using the BI function in ADvance to build an OData feed (an industry-standard XML format data feed).
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User guides
Allow print-only subscribers to access website content by qualifying them for the online product
If an online product is being used to grant access to website articles, the following steps will tell you how you can temporarily open up a qualification of the product to print-only subscribers so that they can access online articles.
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User guides
Understanding Business Intelligence filters and exposing user data
A party record is created for each customer or company who registers or purchases a product. This user data can be viewed per party, or the entire data can be searched across using Business Intelligence.
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User guidesExplore the wealth of customer data using the power of Business Intelligence
The ADvance database contains user data received from web registrations, surveys, product orders, subscriptions, event registration, event attendance, and other sources.
