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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Advanced Search - slid...
Microsoft Dynamics CRM (Archived)

Advanced Search - sliding date range

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Posted on by Community Member Microsoft Employee

 Hello all,

I am new to the 365 community and relatively new with MS Dynamics.  I am looking to set up and advanced search query that will provide data for a specific date range.  I was able to do that by selecting "on or after" and "on or before" however this will only provide data for that specific period.  I would like to create a dashboard that reflects the advanced search results but would need the date range to automatically advance a one week period at a time so that I could generate weekly reports with the previous weeks statistics.  Creating a dashboard that only displays one week worth of info is not helpful.

Is there a way to automatically have MSD advance the date range every week with the previous weeks data ?  

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advanced Search - sliding date range

    That's great, I did not realize that this option would snapshot the Sunday to Saturday calendar week.  This should be what I am looking for.   Thank you very much.

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Advanced Search - sliding date range

    The LastWeek operator should work for that scenario

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advanced Search - sliding date range

    Thank you for the advice.  Only issue is that it will keep a running tally of EX: last week, if I run the report say on a Wednesday but need data for the previous Monday through Friday stats, this method would not work.

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Advanced Search - sliding date range

    Your best option is normally to use the operators like Next X Days and/or Last X Days, rather than On Or After / Before

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