Using Dynamic Dates

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: 

1. 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. 

2. Click in the date field box to trigger the pop-up box 

3. 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 

4. Click the [Set] button 

5. 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