Bethan Lister

How to filter orders by date range

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Dunholm Precision: documents logo Dunholm Precision: documents · How to filter orders by date range

Nathan asked how to filter Salesforce order data to show only the last 30 days. Bethan explained the date filter feature for dashboards.

Priority normal

What happened

What this says

Current to 11 Oct 26

Nathan asked how to filter Salesforce order data to show only the last 30 days. Bethan explained the date filter feature for dashboards.

Problem: Nathan wanted to filter orders to the last 30 days. Handling: Bethan provided clear instructions on adding a date filter to the order creation date and setting it to 'last 30 days'. Solved after 13 days. Routine product usage education.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryhow_to
Channelchat
First response (min)239
CSAT5
Helpdeskmade from

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  1. Nathan Booth
    created · Nathan Booth 31 Jul 2025 12:31
    Hi, we're trying to pull in customer order data from Salesforce and we want to filter down to just orders from the last 30 days. Is there a way to set that up in the brain?
  2. Bethan Lister
    public_reply · Bethan Lister 31 Jul 2025 16:30
    Thanks for reaching out. Just so I've got this right, you want to filter Salesforce orders to show only the last 30 days. When you're building a page or dashboard, add a date filter on the order creation date. Set it to 'last 30 days' and you're sorted. Give that a go and let me know if you hit any snags. I'm here to walk you through the details. Thanks, Bethan
  3. Bethan Lister
    status_change · Bethan Lister 13 Aug 2025 17:27
  4. status_change · 17 Aug 2025 23:59
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