Change a Report Time Frame

Change the time period covered by your report, to focus on a specific time of activity.

  1. Go to the Marketing Activities (or Analytics) area.

  2. Select your report from the navigation tree and click the Setup tab.

  3. Double-click the time frame field, labeled differently depending on report type:

    • Person Created At, in person reports
    • Sent Date, in email reports
    • Date of Activity, in all other reports


    Person Created At refers to the moment the person became known in your database.

  4. Choose the appropriate time frame from the drop-down menu.


    To set specific dates, select Custom from the drop-down menu and enter the dates in the From and To calendar fields.

    Click the Report tab to see your report for the selected time frame.

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