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Knowledge Center > Reporting > Quick Reference > Reporting Overview > D Data Sources and Exports > Generate a Data Source Export > Accounts Query

Accounts Query

Overview

The Accounts query let you export a report with a group of your customers or of all of your customers. This article explains how to create the Accounts query including the data source objects and fields required for export. This report reproduces the data provided by the Customers Report  that was deprecated as of R182.

Data Source Selections

Navigation: Reporting > Data Sources

From the Data Source drop-down, choose Subscription.

See Generate a Data Source Export general instructions on how to create a data source export.

Objects and Fields

The following table describes the objects and their fields used in the Accounts query:

Object Fields

Subscription

  • Contract Effective Date
  • Created Date
  • Name
  • Previous Subscription ID
  • Updated Date

Account

  • Account Number
  • Name
  • Status

Bill To

  • First Name 
  • Last Name

Filters

The following are recommended filter fields to refine your search. If you want to view all customers with any status,  a filter is not required.

Set your filters (NameStatus, Created Date, and Updated Date) to help you define what you want to see and retrieve in your reports.

  • Name: Enter the customer name to export data based on an individual customer account.
  • Status: Select a status type from the list to filter by status (Draft, Active, or Canceled).

Time Frame

The following are recommended date filters.

  • Created Date: The date the customer accounts were created. The minimum number of days that you can run a report for is two days. For example, if you set your date filter to be 1/1/2014 through 1/2/2014, your report will show customer accounts created on 1/1/2014 and 1/2/2014.
  • Updated Date: The last date that the customer account was modified.

Format

Select to export as a CSV or CSV ZIP

Last modified
21:04, 14 May 2017

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