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Portfolio Manager Help
Run a Query
Use the Results tab in a query window to view the results of a query.
To run a query
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Open a query window. The following example is for the Select Portfolios query window.
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To count the number of records that match the criteria, do the following:
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In the toolbar, click Count. The Query Designer dialog box appears.
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Click OK.
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To run the query, in the toolbar, click Run. The query results appear on the Results tab.