Begin by starting a basic search, selecting the desired modules/statuses to include, followed by the group and communications filters (optional). When you add a search criterion that includes a date value:
- To the right of the date field, click the [Change to Dynamic Date] button.
- If you wish to switch back to entering a date directly, click the [Change to Date] button.
- Click in the date field box to trigger the pop-up box
- Select the desired type of dynamic date search:
- Basic:
- Select a dynamic date choice from the dropdown list (see below)
- Advanced:
- Enter a number increment
- Select an increment type from the dropdown list
- Day(s)
- Week(s)
- Month(s)
- Quarter(s)
- Year(s)
- Select “Before” or “After” from the dropdown list
- Select a dynamic date choice (“anchor” date) from the dropdown list (see below)
- As you compose your search, a hint will show you the exact date that currently corresponds to the selections you have made
- Basic:
- Click the [Set] button
- Continue adding criteria and/or run your search
Dynamic Date Choices:
- The Current Day
- The Start of the Current Week
- The End of the Current Week
- The Start of the Current Month
- The End of the Current Month
- The Start of the Current Quarter
- The End of the Current Quarter
- The Start of the Current Year
- The End of the Current Year