Dashboard filtering by date range
Ticketclosed
Saltdean Hart Insurance Brokers: documents · Dashboard filtering by date range
Abi Coombes requested a date range filter at the dashboard level to let users pick a date range when opening dashboards. Bethan Lister logged it as a feature request, got product team buy-in, and placed it on the roadmap for the next quarter.
What happened
What this says
Current to 11 Oct 26Abi Coombes requested a date range filter at the dashboard level to let users pick a date range when opening dashboards. Bethan Lister logged it as a feature request, got product team buy-in, and placed it on the roadmap for the next quarter.
Problem: Dashboards show all data at once; customer wants users to filter by date range without going into individual questions. Handling: Bethan logged the request, prioritised it with product, and confirmed it is feasible and roadmapped for the next quarter. She offered a workaround using individual question filters in the meantime. Watch: Customer is actively building dashboards and sees value in them; this engagement is positive and signals appetite for enhancement and deeper use.
Details
Updated 9 Oct 26Trail
created · Abi Coombes 4 Mar 2025 15:29We're building out some dashboards and they're working really well. One thing that would help us loads is if we could set a date range filter on the dashboard level, so when someone opens a dashboard, they can pick a date range rather than seeing all the data at once. Is that something you could look into?- public_reply · Bethan Lister 5 Mar 2025 03:14Hi Abi. I've picked this up. Just so I've got this right, you'd like to add a date range picker to the dashboard that filters all the data displayed below it? That's a great idea and actually one we've been asked for before. I've logged it as a feature request and will get it prioritised with the product team. Thanks, Bethan
- public_reply · Bethan Lister 6 Mar 2025 12:59Quick update: the product team have reviewed your request and they reckon this is absolutely doable. It's going on the roadmap for the next quarter. In the meantime, you can filter individual questions by date within each one. That might help a bit for now. Thanks, Bethan
- public_reply · Abi Coombes 6 Mar 2025 14:14That's brilliant, thanks Bethan. Even knowing it's on the roadmap is helpful. We'll work with the individual question filters in the meantime.
- status_change · 10 Mar 2025 23:59