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Modify an Account Analysis Query

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

To modify an account analysis query

  1. In the Main Menu window, from the Tools menu, click Account Analysis. The Account Analysis window appears.

Account Analysis window

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

Open Query Dialog box

  1. In the Name column, click the query and then click Open. The query appears in the Account Analysis window.

  2. Modify the query as necessary.

  3. To save the query, do the following:

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

Save Query Dialog box

    1. In the Name column, click the query name and then click Save.

Tip: To create a query from the existing query, in the Query Name box, type a name for the query and then click Save. The system creates a query based on the existing one, and leaves the existing query unchanged.

  1. To run the query, do the steps to Run an Account Analysis Query.

Related Topics

Account Analysis

Queries