Dashboard filter not working properly

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Garrow Lusk: documents · Dashboard filter not working properly

Kayleigh Roberts reported a dashboard filter not filtering data as expected, with out-of-range entries still appearing in date-range filters. Resolution took 26 days.

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Current to 11 Oct 26

Kayleigh Roberts reported a dashboard filter not filtering data as expected, with out-of-range entries still appearing in date-range filters. Resolution took 26 days.

Problem: Kayleigh Roberts was unable to filter dashboard results by date range effectively. Handling: Bethan Lister asked for diagnostic details; on 13 Sep 2024, the customer reported that filtering by date range still returned records outside the specified range. Watch: The 26-day resolution time suggests either a complex underlying issue or inefficient iteration.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

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First response (min)397

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created · Kayleigh Roberts 11 Sep 2024 15:06
I'm trying to set up a filter on one of our dashboards but I can't seem to get it working properly. The data isn't filtering the way I expect. Can someone help?
public_reply · Bethan Lister 11 Sep 2024 21:43
Can you walk me through what filter you're trying to set up? Tell me what you see and I'll help sort it out. Thanks, Bethan
public_reply · Kayleigh Roberts 13 Sep 2024 09:24
Still not working as expected. I'm filtering by date range but some records from outside that range are still showing up.
status_change · Bethan Lister 7 Oct 2024 11:45
status_change · 11 Oct 2024 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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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.

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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.
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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.
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The site itself does not call an AI model; answers in Claude come from the same figures you see here.

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Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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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