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Olivia Grant

Date range filter returning unexpected results

Ticketclosed

Merriott Lyle Distribution logo Merriott Lyle Distribution · Date range filter returning unexpected results

Deepa Chauhan reported that date range filters include orders before the filter date, affecting reconciliation. The ticket status shows solved on 4 Jun 2026, but evidence shows only diagnostic questions.

Priority normal

What happened

What this says

As at Fri 9 Oct 2026

Deepa Chauhan reported that date range filters include orders before the filter date, affecting reconciliation. The ticket status shows solved on 4 Jun 2026, but evidence shows only diagnostic questions.

Problem: Date range filters were including records before the specified filter date, affecting month-end reconciliation. Handling: Olivia asked clarifying questions about filter configuration and data source to diagnose the issue. The evidence does not show Deepa's responses or a resolution.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryhow_to
Channelemail
First response (min)68
CSAT1
Helpdeskmade from

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  1. Deepa Chauhan
    created · Deepa Chauhan 22 May 2026 09:34
    Hi, I'm having trouble with date range filtering in the brain. When we set up a filter to show orders from a certain point in the month onwards, the results include orders from before that date. I can see this is causing issues with our month-end reconciliation, we're getting records we shouldn't be. Can you explain how the date filter is supposed to work, or whether there's a setting I'm missing?
  2. Olivia Grant
    Public reply · Olivia Grant 22 May 2026 10:42
    Thanks Deepa. Just to clarify: when you set up the filter, were you using a start date with no end date, or specifying both a start and end date? And when you say the results include orders from before the filter date, are you seeing significantly older orders, or just orders from near the boundary? Also, which data source is this filtering: your CRM orders, calls, or something else?
  3. Olivia Grant
    Status change · Olivia Grant 4 Jun 2026 13:47
  4. Status change · 8 Jun 2026 23:59
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