Bethan Lister

Request: date-range filter for dashboards

Ticketclosed

Carrowkeel Software: documents logo Carrowkeel Software: documents · Request: date-range filter for dashboards

Siobhán Nolan requested date-range filtering for dashboards so her sales team can filter by date without rebuilding dashboards. She reported the need is a blocker for the sales team and they are asking for it weekly. Bethan logged it with the product team and offered a workaround.

Priority normal

What happened

What this says

Current to 11 Oct 26

Siobhán Nolan requested date-range filtering for dashboards so her sales team can filter by date without rebuilding dashboards. She reported the need is a blocker for the sales team and they are asking for it weekly. Bethan logged it with the product team and offered a workaround.

Problem: Missing feature blocking sales team workflow. Customers must rebuild dashboards to change date ranges. Handling: Bethan acknowledged the request, logged it with product, offered a workaround (rebuilding with query filter). Siobhán escalated: the team needs this in the next sprint as the workaround is not sustainable. Watch: This is a feature blocker with repeated asks from multiple users. Risk signal: if not prioritized, customer dissatisfaction may grow.

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

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryfeature_request
Channelchat
First response (min)325
CSAT2
Helpdeskmade from

Trail

  1. Siobhán Nolan
    created · Siobhán Nolan 30 Apr 2026 11:47
    Hi, We need date-range filtering on dashboards. Right now we can only filter text fields, we need to filter by date ranges like 'show me all orders from March' without rebuilding the entire dashboard each time. This is becoming a blocker for our sales team. Can you prioritise this? Cheers, Siobhán
  2. Bethan Lister
    public_reply · Bethan Lister 30 Apr 2026 17:12
    Hi Siobhán, Thanks for the request. Date-range filtering is definitely a common ask. I've logged this with the product team. For now, the best workaround is to rebuild the dashboard with a date filter in the query itself, though I know that's not ideal. I'll update you if there's movement on this. Thanks, Bethan
  3. Siobhán Nolan
    public_reply · Siobhán Nolan 5 May 2026 11:02
    Bethan, Our team is asking for this weekly. We need this in the next sprint, the workaround isn't sustainable for us. Siobhán
  4. Bethan Lister
    status_change · Bethan Lister 6 May 2026 17:16
  5. status_change · 10 May 2026 23:59
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