Group Accounts

Use the Results tab in a query window to group accounts in the query results.

To group accounts

1. In the query window toolbar, click Run. The results appear on a query results tab. In the following example, the View Accounts tab contains the query results.

2. Click a column heading, drag it into the space above the column headings, and drop it. The system groups the accounts on the specified column. The following example shows accounts grouped by customer.

3. To view the accounts in a group, click the plus sign (+) next to the group to expand it.

4. To add a group within a group, do the following:

1. Click the plus sign (+) next to the group to expand it.

2. Click a column heading, drag it into the space above the column headings, and drop it.

5. Click the plus sign (+) next to the group to expand it.

6. The system sorts the groups in ascending order by default. To change the sort for a group, click the group heading.

7. To delete a group, click the group heading and drag and drop it back into the query results space.

Related Topics

Query Results

Queries