Additional filtering can be performed on the Results page by using the filters at the top of the report. The Pointer Record List report is used as an example for this function.
- On the results portion of the Pointer Record list Report page, navigate to the Effective Date drop down menu. “All” option has been selected in the Effective Date field.
- You should unselect the (All) check box. After selecting the (All) check box, all the date values will be deselected.
- Next, select the custom date range from the list of available options check box. Select the check box of the first value, hold the shift key on the keyboard and select the last value in the range.
- All the dates from the selected options will be checked. The data will refresh using this date range. Select anywhere on the blank space of the report for the drop down list to disappear.
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The report will show the new view with the custom Effective Date range.
Disclaimer: Any images in this article are intended to be used as a guide for educational purposes only and they may differ slightly from the Production Environment.