Search Account Summary

Introduction

The search option is available as a collapsed screen in account summary screen itself. If you wants to search the accounts based on any if the search criteria, click on the search icon to open the search criteria in an overlay screen.

Navigation

Click Create in the Limit Default List screen.

Click Create in the Default Limit Search screen.
The Limit Default Create screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field	Description
Account Nickname	Select the nickname to search the accounts based on the nickname of the account.
Account Type	Select the type of the account from the drop-down list.
Account Currency	Select the account currency from the drop-down list.
Template Action	Make the search criteria as a template. Valid Values: Save Template Delete Template Note: Click OK after selecting the appropriate value from the drop-down list.

Click	To
Search	Search the accounts based on the criteria.
Clear	Clear the data specified.