There are several ways of performing a find using a date field. You can find all records for a single day, or all records in a given period, or all records up to a certain date, or all records after a certain date.
On a Single Date
To find all records on a single day, do the following:
- Click on the Find button.
- Click in the date field (e.g. invoice date, work order date, work order due date, etc.) and type the date, MM/DD/YYYY .
Note: Try to avoid using only two digits for the year when doing a find. - Click the Perform Find button.
In a Given Period
To find all records in a given period, do the following:
- Click on the Find button.
- Click in the date field (e.g. work order date, work order due date, etc.) and type a date range.
MM/DD/YYYY…MM/DD/YYYY
Note: a date range is created by placing three periods between the first and last date in the range (e.g. 1/1/2015…3/1/2015 would find all records for the first quarter of 2015). - Click the Perform Find button.
Up To A Specified Date
To find all records up to a certain date, do the following:
- Click Find.
- Click in the date field (e.g. work order date, work order due date, etc.) and type three periods and then the date …MM/DD/YYYY
- Click Perform Find.
This will find all records prior to and including this date.
After A Specified Date
To find all records after a certain date, do the following:
- Click Find.
- Click in the date field (e.g. work order date, work order due date, etc.) and type the date and then three periods MM/DD/YYYY…
- Click Perform Find.
This will find all records after and including this date.