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What this says
As at Fri 9 Oct 2026Siân Pritchard asked how to set up date range filters to show complaints from a specific quarter. Olivia Grant provided step-by-step instructions on configuring date filters and saving searches.
Problem: Users needed to filter complaints by date range in search. Handling: Olivia Grant provided clear instructions via chat on setting up custom date ranges and saving searches for reuse. A low-priority how-to question resolved same-day with no service issues.
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Updated 9 Oct 26Priorityurgent
Statusclosed
Categoryhow_to
Channelchat
First response (min)33
CSAT1
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- created · Siân Pritchard 31 Jul 2025 11:47Hi there, this week our accounts managers have been using the brain to look up customer complaints so they can track how long they've been open. They want to filter the results to show just complaints from the last quarter. How do I set up a date filter in search?
- Public reply · Olivia Grant 31 Jul 2025 12:20Hi Siân, thanks for getting in touch. Just so I've got this right, you want to filter search results by date to pull out just complaints from the last quarter, yes? Here's how to set that up: 1. Run your complaints search in the brain 2. On the left sidebar you'll see a date filter, click it 3. Select 'Custom range' and enter the start and end dates you need for the quarter 4. The search will update to show just those complaints If the team wants to save that filter so they don't have to set it up each time, there's a 'Save search' button at the top once you've set the dates. Then they can reload the same search whenever they need it. Can you try that and let me know if the accounts managers can see the complaints they're after? Thanks, Olivia
- Status change · 8 Aug 2025 23:59
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