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Retrieve Accounts by Activity and Date Range with Timeline Dashboard

Posted on Sep 19, 2018 by MembershipWorksMar 18, 2020

With the Timeline Dashboard you can retrieve member activity by date, type and tag. The new Show Accounts button will allow you to then pull up all accounts shown on the Timeline Dashboard.

This will allow you to pull up accounts by activity type. For example, if you set the date range and filter by type “Event Activity”, clicking on Show Accounts will allow you to pull up all accounts who registered or attended events within a certain date range.

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