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InfoFlo CRM Knowledge Base

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How do I search within the last number of days?

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  1. Click 'Reporting' from the Left Navigation Menu (A list of available reports will be displayed).
  2. Click 'New' from the Reporting panel to begin the Report creation wizard.
  3. The Report Wizard will be now be displayed on your screen. Click 'Next' to continue to the next step.
  4. Enter the name and description for your report.
  5. Click 'Next' to continue to the next step.
  6. The Search Query construction page is a powerful feature that allows you to customize a search that specifically pulls out the data that you need.
  7. Report Search Options allows you to customize the width of your report fields, the time proximity of the information and the number of results to be shown.

    • Set Filters: This panel allows you to limit the data you retrieve based on the creation date. You can 'Search Within:' the last number of days by specifying the exact number of days since the data was entered.
  8. You have now completed the report wizard! Click 'Finish' to generate your report.