Queries

A query tool is available in several areas of Portfolio Manager to allow you to retrieve accounts that meet specific criteria. You can run a query and then view, sort, group, and summarize the query results before implementing the query. The query tool is available to:

• Select accounts for a purchased, sold, or sample portfolio.

• Export Debt Buyer Contacts to an Excel File.

• Export Portfolios to an Excel File.

The following is an example of a query window. The Select Columns and Order sections are not available in certain query windows.

1. Top Toolbar: Displays the functions that are available for the query.

2. Data Selection pane: Displays the data available to include in the query.

3. Options: Displays options to apply to the query.

4. Select Columns pane: Allows you to specify the data columns to include in the query results.

5. Conditions pane: Allows you to specify the conditions for retrieving accounts.

6. Order pane: Allows you to specify the sort order for the query results.

7. Bottom Toolbar: Allows you to implement the query or close the window without saving changes.

Related Topics

Query Columns

Query Conditions

Query Order

Query Results