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Saved queries, columns, and CSV import

Build precise account queries in the Query Builder, choose and order the columns the grid shows, save queries for yourself or your whole firm, and bring accounts in from a spreadsheet.

The Query Builder is the panel docked beside the grid on the accounts list — and the same panel drives the monetary transactions page and the closed positions report, so everything here applies to those pages too. You can collapse the panel to a narrow rail or drag its edge to resize it; your choice is remembered in your browser.

Prerequisites

Build a query

The query starts from the page's own record type — accounts on the accounts list. Use Add to grow it:

  • Condition — pick a field, an operator (equals, contains, greater than, and so on), and a value. Clearing the value is itself a filter: equals with no value matches empty fields, not equals with no value matches fields that are set.
  • Group (AND/OR) — nest conditions and switch the combinator, so you can express "this AND (that OR the other)".
  • Related entity — bring in a linked record, such as the account's contact information, its money totals, its brand, business unit, or main trading account, and filter on that record's fields. Adding a related entity requires the related record to exist; to match accounts without one, add a condition whose subject is the relation and use its has data / has no data operators.

Click Run query to ask the server. The result line shows how many rows matched; when the result was capped, it says so and asks you to narrow the query. Fields hidden from you by field-level security are named in a notice rather than silently dropped.

Filters and sorting set directly on the grid appear read-only in the panel's From the grid section and are merged into the query when it runs — change them on the grid itself.

Choose and order columns

Open the Columns picker in the Query Builder to control what the grid shows.

  • Selected columns is the list that decides the grid; drag entries to set their order.
  • Available columns lists everything the report offers, including custom field columns and columns from related records. Use the search box, Select all, and Clear to work faster.
  • Columns marked Always shown cannot be removed.
  • Deselecting a column that carries a grid filter removes that filter, and a message names the column — a filter never stays active invisibly.

The column selection is saved with the query, so a saved query restores the grid exactly as you designed it. Widths, pinning, and other layout changes you make on the grid itself are remembered in your browser per workspace.

Save and share queries

A saved query captures the whole setup — the condition tree, the grid's own filters and sorting, and the column selection.

  1. Arrange the query and the grid the way you want them.
  2. Click Save query (or Save as new query to keep the one you started from).
  3. Enter a query name and pick an owner — yourself, your business unit, or the whole firm. The owner decides who else can see and edit the query.
  4. Confirm. The query appears in the panel's Saved query picker.

Picking a saved query applies everything at once. A dot on the panel marks a view with unsaved changes; its control either reloads the saved query or, with none picked, returns the page to its default view. Delete query removes a saved query for everyone who can reach its owner. A saved query that uses a field your permissions hide cannot be applied, and the panel says so.

Manage saved queries in one place

Saved Queries in the sidebar lists every saved report query you can reach, across all report pages, with its report and owner.

  • Rename changes only the name — the query itself is untouched. You can only rename queries whose owner you can act for.
  • New query asks which report to build on and takes you to that report's Query Builder; a query's name link does the same for an existing query.

Import accounts from a file

Import Accounts in the sidebar opens the import page, which creates accounts in bulk from a spreadsheet. It is available when your role lets you create accounts, and only in a firm workspace. The import always runs in two steps — a validating preview, then the import itself — so nothing is created until the file is clean.

  1. The page lists the required and optional columns your file may contain.
  2. Choose a file (.csv, .xlsx, or .xls — for Excel files the first sheet is used), or paste CSV text directly into the text area.
  3. Click Preview. Every row is validated without importing: you see how many rows are valid and how many have errors, plus a preview of the first rows — each marked Ready or listing its specific problems. Unknown column headers are called out and must be removed.
  1. Fix any reported problems in your file and preview again. Import stays disabled until the preview is completely clean: at least one valid row, zero errors, and no unknown headers.
  2. Click Import. A summary reports how many accounts were created. If any rows failed, they are listed with reasons and you can Download errors as a CSV to fix and re-import.