Aggregation Settings

For more information about aggregation, refer to Loading Account Data.

1. In Account Filter, enter the query used to retrieve a subset of accounts during aggregation. To aggregate accounts based on a single role, use this filter: role={role name}.

   For example, role[]=admin. To aggregate accounts based on multiple roles, use this filter: role[]={role name}&role[]={role name}. For example, role[]=admin&role[]=agent. To aggregate accounts based on a custom role, use this filter: permission_set={role_id of custom role}.

2. Enter the Page Size, which is the number of records to be fetched per page. The defaultis 100.

3. Select Save.