AccountReporter Reporting Query

AccountReporter collects data based on what you enter into query and then produces a report with that data.  You use the query screens to narrow your search. Each type of document (Contact, Opportunity, Quote, etc.) that you are configured for has one or more reports available. While each report has its own set of fields to query they are all very similar.

Warning: Your accounts may be different based on your configuration.

Using Query to collect data

1. Use the Main tab hotspots to narrow down the data to the subset you want on a report.  While each report has its own set of fields to query they are all very similar. The hotspots represent a field name so choosing a Market Segment will select documents with that Market Segment.  If you choose more than one then they are considered an “AND”. For example if running an Opportunity report and choose a Market Segment of “Computer Systems” and an Owner of “Bill Smith” then you will collect all Opportunities with a Market Segment of “Computer Systems” AND Owner of “Bill Smith”.

“Any Account Manager” is unique that it searches all Account Manager fields for the person you choose.

[Reporting Query Screenshot]

2. Use the Account Tabs to add an Account to the query.

3. Click on the Report button below the query to produce the report you wish