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You can either ignore the dates of events by selecting Unrestricted (All dates), or you can focus on a specific period of time by choosing Between these dates.
To use Fast-Track reports, you must select a period of time.
Choosing a date period is only relevant if you are going to use events (such as phonecalls and e-mails) to filter out your database. For example, if you want to find everyone who has phoned you within the last three months then you need to set a date period. However, if you simply want to find all the people called Jennifer then the date period is irrelevant. |
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Setting a date range |
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Click on the two date boxes to show a pop-up calendar. Choose a start and finish date. If your finish date is before the start date, the dates will be swapped around when you click Next. |
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or... |
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Choose a pre-set period of time from the list to automatically fill in the two date boxes. |
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Fast-Track reports |
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You can produce faster results by using the Fast-Track reports after you have set a date range. This uses the Daily Archive as a basis for finding information, rather than visiting every folder to see if any of the events fall within the date range. |
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Note Using Fast-Track reports will only work if you have not altered the default filing settings, which are set to automatically copy events into the Daily Archive |