How do I create a custom account query from standard report results?

When you run one of eTapestry's Standard Reports, you may find that you need more information than what is provided. When you display the report results to the screen, you'll see that each of our standard reports has the option in the bottom right corner to create a Custom Account Query.  This creates a query that contains the accounts listed in your results, so that you can then use it to find whatever additional data is needed.
After running the eTapestry Standard Report that you need (making sure to choose Display to Screen as the report format), you can follow these steps to create a custom account query out of the results:

1. Scroll all the way to the bottom of the results page
2. In the bottom right corner select the Category you want to place your query in (ex: Base)
3. Name the query by typing into the Custom Query Name field
4. Click Create

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Environment

 eTapestry

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