Dashboard filter not applying

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Tannahill Systems: documents · Dashboard filter not applying

Scott Galbraith reported setting a dashboard filter for status='open' but the chart still showed closed items. Bethan Lister diagnosed it as a missing save step and advised saving and refreshing.

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Current to 11 Oct 26

Scott Galbraith reported setting a dashboard filter for status='open' but the chart still showed closed items. Bethan Lister diagnosed it as a missing save step and advised saving and refreshing.

Problem: Dashboard filter set but not applying. Scott set status='open' filter but the visualization still displayed closed items.

Handling: Bethan Lister identified that the filter needs to be saved. She instructed Scott to click the save button at top right of the dashboard, then refresh the page if needed.

Outcome: Solved 26 Nov 2024. The issue was procedural rather than a product bug, but the UI could be clearer about requiring a save action.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelchat

First response (min)75

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created · Scott Galbraith 22 Nov 2024 08:17
Hi, I set up a filter on my dashboard for status = 'open' but it's not applying. The chart still shows closed items. Any quick fix?
public_reply · Bethan Lister 22 Nov 2024 09:32
Hi Scott, that sounds like the filter needs to be saved. Once you've set it, there's a save button at the top right of the dashboard. Can you try clicking that? If you've already done that, try refreshing the page and let me know. Thanks, Bethan
status_change · Bethan Lister 26 Nov 2024 16:45
status_change · 30 Nov 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.

How to use the site

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.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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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.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

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

What the data covers

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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