Group Accounts in the Query Results

Use the Results tab on the Account Analysis page to group accounts in the query results.

To group accounts in the query results

1. Ensure that a query is open on the Account Analysis page.

2. In the toolbar, click Run. The results appear on the Results tab.

3. Click a column heading and then drag it into the space above the column headings. Accounts group on the specified column. The following example shows accounts grouped by customer.

4. To view the accounts in a group, click the arrow next to the group to expand it.

5. To add a group within a group, click a column heading, drag it into the space above the column headings, and drop it.

6. To change the sort for a group, click the arrow next to the group header. Groups sort in ascending order by default.

7. To delete a group, click X next to the group header.

Related Topics

Query Results

Create an Account Analysis Query

Modify an Account Analysis Query

Account Analysis