Adding filters to dashboards

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Grisedale Search & Selection: documents · Adding filters to dashboards

Operations Manager asked whether consultants can add their own filters to dashboards they build. Olivia confirmed filters available via dashboard editor; customer confirmed this meets needs.

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Current to 11 Oct 26

Operations Manager asked whether consultants can add their own filters to dashboards they build. Olivia confirmed filters available via dashboard editor; customer confirmed this meets needs.

Problem: Lauren wanted consultants to add their own filters such as client or date range without needing admin setup each time. Handling: Olivia Grant explained that dashboard filters are available in the dashboard editor. Filters can be added by clicking Add filter and selecting the field. Consultants can use those filters when viewing dashboards. Watch: Customer confirmed this is exactly what they need. This indicates active dashboard building and expansion of brain usage within the team.

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

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Updated 9 Oct 26

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created · Lauren Pilkington 14 May 2026 11:40
Quick one, can the consultants add their own filters to the dashboards they've built themselves? We'd really like them to be able to filter by client or date range without us having to set everything up each time.
public_reply · Olivia Grant 14 May 2026 16:31
Hi Lauren, yes, dashboard filters are available. In the dashboard editor, click 'Add filter' and choose the field you want to filter on. Your consultants can then use those filters when they're viewing the dashboard. Does that help?
public_reply · Lauren Pilkington 15 May 2026 14:56
Excellent, that's exactly what we need. Ta, Olivia!
status_change · Olivia Grant 20 May 2026 17:45
status_change · 24 May 2026 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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Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
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Support tickets	789
Documents	850
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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.

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