How to create a query for specific accounts

We can use a Custom Account Query to find information about specific accounts within the database. Custom Account Queries allow us to build a list of accounts that do not have any common criteria, and therefore, could not be located with a regular query.
  1. Click Queries
  2. Click Manage Queries 
  3. Select a category that you want to store this query in
  4. Select New Custom Account Query
  5. Name the Query
  6. Set the Data Return Type as Accounts
  7. In Select Accounts, click Add
  8. Search for the account you want to report on
  9. Click the account name (repeat until you have all Accounts included)
  10. Close the window
  11. Click Save And Preview to see the results of your query
Related articles:
How do I create a custom account query from standard report results?
How to Manually Remove Accounts from a Query

Environment

 eTapestry

Was this article helpful?