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Liquid Latitude Help
Create an Account Analysis Query
Use the Account Analysis page to query accounts based on specific criteria and analyze the results.
To create an account analysis query
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On the Welcome page, click Account Analysis. The Account Analysis page appears.
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To exclude duplicate records from the query results, select Exclude Duplicate Records.
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To limit the query results to a specific number of records, select Maximum Records and then, in the box, type the maximum number of records to include in the results.
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In the Select Columns pane, specify which data items to display as columns in the query results. For more information about working with columns, see Query Columns.
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In the Conditions pane, specify one or more conditions. For more information about working with conditions, see Query Conditions.
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In the Order pane, specify the sort order for the query results. For more information about the query results sort order, see Specify the Query Results Sort Order.
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To count the number of records that match the selection criteria, in the toolbar, click Count. The results appear in the Query Designer dialog box. Click OK.
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To save the query, do the following:
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In the toolbar, click Save. The Save Query Dialog box appears.
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In the Query Name box, type a name for the query and then click Save.
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To convert the saved query to a panel query, select Is Panel Query? check box.
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To export the query, in the Save Query Dialog box, click Export To File. Query file is downloaded.
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To delete a saved query, in the Save Query Dialog box, click Delete to delete a saved query.