Modify an Account Analysis Query

Use the Account Analysis page to modify a query for analyzing accounts.

To modify an account analysis query

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

2. In the toolbar, click Open. The Open Query Dialog box appears.

3. In the Name column, click the query and then click Open. The query appears on the Account Analysis page.

4. Modify the query.

5. To save the query, do the following:

1. In the toolbar, click Save. The Save Query Dialog box appears.

2. Click Save.

Tip:

• To save the query with a different name, in the Query Name box, type a new name for the query and then click Save. The original query remains unchanged and the system creates a query.

• "To create a system level query, select Is System Query? check box .System Queries can be used in Custom Panels, Communication Templates and Script Builder queries. This option will only be available if the permission "Create System Level Queries" is enabled for the user."

6. To export the query in the Save Query Dialog box, click Export To File. Query file is downloaded.

7. To delete a saved query in the Save Query Dialog box, click Delete to delete a saved query.

Related Topics

Query Columns

Query Conditions

Query Results

Account Analysis