Executing the Account Summary Load

Use the Execute Account Summary Loader panel to run the Account Summary load for a specific date.

To execute the Account Summary load:

1. From the Account Summary Load Configuration page, click the Actions icon (...), and then select Execute.
   The Execute Account Summary Loader panel is displayed.
2. In the Select As of Date field, enter or select the date for which the account summary data must be loaded.
   Click the Calendar icon to select the date from the date picker, or type the date directly in the field.
3. (Optional) Click the eye icon to view the list of As of Dates for which data has already been loaded into the setup. You can select an As of Date directly from this list instead of entering it manually.
4. Click Execute to start the load process using the saved column configuration and the specified As of Date.
   Click Cancel to close the panel without running the load.
5. Once execution starts, you can monitor its progress and outcome from the Execution Logs page (accessible from the Actions icon on the Account Summary Load Configuration page).