Running a user query 

If the query you want to run doesn't exist yet, you can start creating it by going to Reports > User Queries > Run Query. After you run the query, you can save it with a name so that you can run it again at any time.

If the query you want to run already exists, you can run it by going to Reports > User Queries > Saved Queries. 

See the following sections below for more information.

Running a new user query

To run a new query, go to Reports > User Queries > Run Query.

You will see a blank page for selecting the type of information you want to query.

From the "Query On" field, select the type of information you want to query.

For the "Query Type" field, select either Detailed or Summary:

• Detailed—Use this option to generate lists based on your search criteria.
• Summary—Use this option for calculating counts, totals, averages and more.

Fill or make selections in the "Field Selection," "Filters" and "Sort" sections on the page. For more information on these section, see How to enter user query data.

If you want to save your query, you can click on the "Save As" button on the far right.

To run the query, click the "Run" button.

Running a saved user query

Go to Reports > User Queries > Saved Queries

On the queries grid, hover over the query, and click on the far right blue down arrow. Select the "Run" command.

When the query results display on a new page, you can click on the "More" button to access other actions, such as exporting the results or printing the results.

About query results

If your query results includes contact IDs, you can save those IDs to a contact list. To do this, from the query results, click on the "More" button, and select the "Add results to contact list" command. You will be able to select the contact list where you want to save the query results.

If your query results include an account ID, you can click on the link to see more detailed information about the account.