Which of the following should be avoided when setting up the criteria for a saved search?

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When setting up criteria for a saved search, specifying a date range is a common and effective practice, especially when the analysis requires data only within certain timeframes. Using a date range helps narrow down the results to a specific period, making the search more relevant and manageable.

In contrast, using appropriate filters enhances the search by ensuring only the relevant records are included based on specific criteria. Adding summary types is valuable as it allows for aggregating data—such as sums, averages, or counts—making the search results more insightful. Moreover, employing logical OR conditions can be beneficial for retrieving a wider array of records that might meet at least one of several criteria, thus providing a more comprehensive set of results.

Therefore, while all the other options enhance the functionality and specificity of saved searches, avoiding date ranges limits the effectiveness and relevance of the results obtained, making the choice to specify a date range the correct practice in most scenarios.

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