Dashboard date filter not working

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Lornefield Pensions Administration: documents · Dashboard date filter not working

Craig asked how to filter dashboard data by date range. Bethan provided step-by-step instructions (filter icon, date range selection). Craig successfully built the dashboard.

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Current to 10 Oct 26

Craig asked how to filter dashboard data by date range. Bethan provided step-by-step instructions (filter icon, date range selection). Craig successfully built the dashboard.

Problem: Craig needed to build a dashboard with date filtering but wasn't sure how. Handling: Bethan quickly explained the process (click filter icon, select date range, set dates), Craig tried it and it worked. Watch: customer building dashboards shows engagement with Growth tier features.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)297

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created · Craig Paterson 19 Nov 2025 08:11
Hi, I'm trying to build a dashboard to show scheme member trends over the quarter, but I'm not sure how to filter the data by date range. I've tried a few different approaches but I can't get the date filter to work properly. Can you point me in the right direction? Regards, Craig
public_reply · Bethan Lister 19 Nov 2025 13:08
Hi Craig, I've picked this up. Just so I've got this right – you want to filter membership data by date range in a dashboard, yeah? It's a couple of clicks. When you're building the chart, look for the filter icon next to the dimension dropdown, click it, select date range, and you can set your start and end date. Can you try that and tell me how you get on? Thanks, Bethan
public_reply · Bethan Lister 20 Nov 2025 11:04
All set? If you're still having trouble, let me know and I can walk you through the steps in more detail. Otherwise I'll close this out. Thanks, Bethan
public_reply · Craig Paterson 20 Nov 2025 14:54
That worked, thanks. I've built the dashboard and it's showing the data I need. Regards, Craig
status_change · Bethan Lister 26 Nov 2025 10:07
status_change · 30 Nov 2025 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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