Queries

Query functionality is available in several areas of AIM to allow you to retrieve accounts that meet specific criteria. You can run a query to view, sort, group, and summarize the query results before implementing the query. A query window is available when creating or modifying account filters, placing or recalling accounts manually, specifying agency constraints, and updating forwarded fees.

Note: You can open a query that a user created using the Account Analysis tool in Latitude and run it in AIM.

The following is an example of a query window. Some sections are not available in certain query windows. For example, the Order section is only available when creating a query to place or recall accounts manually.

1. Tabs: Displays the tabs for creating and modifying queries, and viewing the results.

2. Query Toolbar: Displays the functions that are available for the query.

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

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

5. Select Columns pane: Displays the data columns to include in the query results.

6. Conditions pane: Displays the conditions for retrieving accounts.

7. Order pane: Displays the sort order for the query results.

8. Window Toolbar: Runs the query or closes the window without saving changes.