B-Glass
Olivia Grant

How to filter search results by date

Ticketclosed

Brimscombe Energy logo Brimscombe Energy · How to filter search results by date

Siân Pritchard asked how to set up date range filters to show complaints from a specific quarter. Olivia Grant provided step-by-step instructions on configuring date filters and saving searches.

Priority urgent

What happened

What this says

As at Fri 9 Oct 2026

Siân Pritchard asked how to set up date range filters to show complaints from a specific quarter. Olivia Grant provided step-by-step instructions on configuring date filters and saving searches.

Problem: Users needed to filter complaints by date range in search. Handling: Olivia Grant provided clear instructions via chat on setting up custom date ranges and saving searches for reuse. A low-priority how-to question resolved same-day with no service issues.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

Details

Updated 9 Oct 26
Priorityurgent
Statusclosed
Categoryhow_to
Channelchat
First response (min)33
CSAT1
Helpdeskmade from

Trail

  1. Siân Pritchard
    created · Siân Pritchard 31 Jul 2025 11:47
    Hi there, this week our accounts managers have been using the brain to look up customer complaints so they can track how long they've been open. They want to filter the results to show just complaints from the last quarter. How do I set up a date filter in search?
  2. Olivia Grant
    Public reply · Olivia Grant 31 Jul 2025 12:20
    Hi Siân, thanks for getting in touch. Just so I've got this right, you want to filter search results by date to pull out just complaints from the last quarter, yes? Here's how to set that up: 1. Run your complaints search in the brain 2. On the left sidebar you'll see a date filter, click it 3. Select 'Custom range' and enter the start and end dates you need for the quarter 4. The search will update to show just those complaints If the team wants to save that filter so they don't have to set it up each time, there's a 'Save search' button at the top once you've set the dates. Then they can reload the same search whenever they need it. Can you try that and let me know if the accounts managers can see the complaints they're after? Thanks, Olivia
  3. Olivia Grant
    Status change · Olivia Grant 4 Aug 2025 15:41
  4. Status change · 8 Aug 2025 23:59
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