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Account Analysis

You can use the Account Analysis tool to create queries to retrieve accounts that meet specific criteria. You can sort, group, and summarize the information for review.

For more information about each account analysis condition, see the Account Analysis Conditions Technical Reference.

Note: You cannot use portfolio conditions to query accounts in Latitude as portfolios and groups related to portfolios (for example, buyers, sellers, and investors) aren't at the account level. You can only use portfolio conditions to search for portfolios and groups in Portfolio Manager.

To open the Account Analysis page

On the Welcome page, click Account Analysis. The Account Analysis page appears.

Account Analysis page

Tabs: Displays the tabs for designing a query and viewing the results of running a query.
Toolbar: Provides options for clearing, opening, saving, and running selection criteria, and counting the query results.

Option	Description
Clear	Clears all query settings currently displayed in the window.
Open	Clears the query settings currently displayed in the window and opens a saved query.
Save	Saves the query settings currently displayed in the window.
Count	Sums the number of records that match the selection criteria.
Run	Runs the query and displays the results on the Results tab.

Data Selection tree: Provides a list of data you can select to create a query.
Select Columns pane: Allows you to select and arrange the columns of data to display in the query results.
Conditions pane: Allows you to set the conditions for retrieving data.
Order pane: Allows you to set the order for displaying or running data.

Account Analysis

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