How do I add filters to dashboards?

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Clonvara Insurance Services: documents · How do I add filters to dashboards?

User guided through dashboard filter builder interface; successfully created renewal status filter for board report.

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What happened

What this says

Current to 11 Oct 26

User guided through dashboard filter builder interface; successfully created renewal status filter for board report.

Problem: User needed dashboard filter guidance for renewal status field in board-level report. Handling: Olivia provided step-by-step interface guidance; customer successfully created filter and confirmed satisfaction. Watch: Positive outcome shows dashboard builder adoption; customer using brain for strategic board reporting.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

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First response (min)473

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created · Aoife Tuohy 31 Jul 2026 13:00
Hi, I'm trying to set up a dashboard to show our policy renewal rates by month, but I'm not sure how to filter the data by the renewal status field. Can you walk me through the dashboard builder interface and show me how to add that filter? It's for a board-level report we're presenting next week, so I'd appreciate a quick response.
public_reply · Olivia Grant 31 Jul 2026 20:53
Hi Aoife, great question. The dashboard builder has a filter panel on the left side of the screen. Just so I've got this right, you want to filter the dashboard data by renewal status, yes? When you click the filter icon, you'll see a list of all available fields from your connected data sources. You should find the renewal status field there. Click on it and select the statuses you want to include. If you get stuck, just let me know which step isn't working. Cheers, Olivia
public_reply · Aoife Tuohy 3 Aug 2026 09:50
Thanks Olivia, that worked perfectly. I was able to set up the dashboard filter and it's showing exactly what we need for the board report. Really appreciate the quick help!
public_reply · Olivia Grant 4 Aug 2026 10:59
Brilliant, glad I could help, Aoife. Let me know if you need anything else as you build more dashboards. Cheers, Olivia
status_change · Olivia Grant 4 Aug 2026 13:33
status_change · 8 Aug 2026 23:59

Helpdeskmade from

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

Help & Support

Open as a page

Help & Support

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.

How to ask

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	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

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.

Who to contact

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.

Ask B