Filter by Numbers and Dates

You can filter your list by ranges of numbers and date fields. You can also specify that you want to see results lower or higher than a number or a date. And you can find all records with no entries.

Filter a List by Numeric Amounts

1. Click in the Ask Oracle bar.

2. Start entering the name of the numeric field and select it from the list. For example, enter revenue and select Primary Revenue: Amount.

3. Select one of the suggested amount ranges from the list, or click Advanced Filter for searches related to a specific revenue amount. For example, you can search for opportunities with revenues under or over $10,000, or for opportunities with no revenue.

Filter a List by Due Dates

For a task list or for appointments, you can search by due date using dynamic time periods such as this week or next week or by specific date ranges. Here's an example on filtering tasks in the Activities work area.

1. Enter Due Date in the Ask Oracle bar.
2. Select the Due Date filter from the list of suggestions.
3. You can filter one of two ways:

   • Select any of the suggested dynamic time periods such as Next 30 days, This Week, Today, Last Month and so on. Each range indicates how many records there are in each category.

   • To search by a specific date or search by other criteria, click Advanced Filter. For example:

     • Search for appointments prior to a date.

     • Search for all the appointments that are missing a due date.

     • Create your own dynamic queries. For example, you can search for all appointments in the next 5 days.