Searching, Using Filters, Setting Dates - Overview - InContact

 

Your time is too valuable to sift through all your data.  Find what you need by narrowing dates and filters. Information on Searching, using Filters, and the Date Field for great reports is just below.

SEARCHING 

Search by column by typing into the Search box to find data based upon a specific data set.  

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FILTERING

Filters will adjust to the focus of the report, although the majority of the reports have a Course Filter.  Other filters may include: student or status.

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FILTERING BY TIME

Note: The date filter uses a specific data field to narrow by date.  This is report specific.  Some reports have multiple date filter options, however you still must select one specific data field prior to a search. 

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To change the date field, click on the date filter.

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Click on a Preset Date option (or additional options under "More Preset Dates").

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Choose a Custom Date Filter. Click on Custom, a calendar will pop up.  Click on the start date and navigate through to click on the end date. Custom date range will appear.

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EDITING CUSTOM FIELDS: Use the arrows or months highlighted by the orange boxes to change the month.  Use the arrows highlighted by the yellow boxes to change the year.

 

 For additional assistance, please email helpdesk@IntelliBoard.net

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