Dynamic Date Search

Instead of searching by exact date values (e.g. “Show me all volunteers who logged hours between 1 August 2017 to 30 August 2017”), you can make your date search dynamic, so it can be saved and run on a regular basis using relative time frames instead of specific dates (e.g. “Show me all volunteers who logged hours last month“).

Other examples include:

• Email all accepted volunteers that are on the schedule next week
• Create a list of non-archived volunteers that didn’t log hours last month
• Create a list of volunteers whose training certification qualification will expire in the next six months

Dynamic date searches are available in the following search criteria:

• Custom Fields (date fields only)
• Qualifications (qualifications with expiry option only)
• Schedule Date
• Hours Logged
• Feedback Fields
• Birthday (does not take into account the year value)
• Date of Birth
• Volunteer Date Joined
• Client Date Joined (requires “Client Module”)
• Date of Last Volunteer Status Change
• Date of List Client Status Change (requires “Client Module”)
• Login Date
• Note Log Entries
• Donations (requires “Donor Module”)

Begin by starting a basic search, selecting the desired modules / statuses to include, followed by the group and communications filters (optional).  When you add search criteria 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. Select the desired type of dynamic date search:
   • Basic:
     1. Select a dynamic date choice from the droplist
   • Advanced:
     1. Enter an increment
     2. Select an increment type from the droplist (see below)
     3. Select a dynamic date choice (“anchor” date) from the droplist (see below)
   • As you compose your search, a hint will show you the exact date that currently corresponds to the selections you have made
3. Click the [Set] button
4. 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

Basic Search

Saving a Search

Pinned Searches

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