Video
Click Play button
Documentation
NOTE: Providers are filtered by their BestNotes Username
NOTE: To get the inlist option using certain criteria choices you must first save your saved report. Then this option will be available.
_Underscore_
- For Example, to display contact's birthdays per month:
- Select Fields to Display (Name, Age)
- Select Filter Criteria (Date of Birth - DOB)
- Select the Like operator
- Insert 4 underscores ____ the month XX and 2 more underscores __ (e.g. ____04__ )
- Click View Report
*Asterix*
For example, use the * OR % sign in place of letters or numbers.- e.g. search for "Washington"
- e.g. search by Zip codes
Not Equal Operator
For Example, find Contacts with End dates:- Select Fields to Display
- Select a date field in Filter Criteria (End Date (DOD))
- Select the Not Equal operator
- Leave the next box blank (empty)
- Click View Report
