Dashboard filter not working correctly

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Ashwell Mercer Interiors · Dashboard filter not working correctly

Sunil Kapoor reported a dashboard filter for variations without invoices was not working. He self-resolved by identifying he was using the wrong field name and should filter on null invoice date instead.

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What happened

What this says

As at Fri 9 Oct 2026

Sunil Kapoor reported a dashboard filter for variations without invoices was not working. He self-resolved by identifying he was using the wrong field name and should filter on null invoice date instead.

Problem: Customer building a dashboard in the builder tried to filter for variations with no matching invoice, but the filter included all records. Handling: Bethan asked for details to troubleshoot, but while articulating the issue, Sunil realised he was filtering on the wrong field name; filtering on null values for the invoice date field solved it. Self-service resolution through problem-articulation. Watch: Customer is increasingly proficient with the dashboard builder; first response time was delayed but outcome was positive.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

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First response (min)672

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Trail

created · Sunil Kapoor 11 Dec 2025 15:05
Hi, I'm setting up a dashboard in the builder and trying to filter variations by invoice status, I want to show only variations without an invoice yet. But it's including everything regardless of the filter. I've tried a few different approaches and looked at the documentation but I'm stuck. Any ideas what I might be doing wrong? Cheers, Sunil
Public reply · Bethan Lister 12 Dec 2025 02:17
Hi Sunil, I've picked this up. Just so I've got this right, you want to filter for variations where there's no matching invoice record? Can you walk me through the steps you're taking in the builder, and I'll help you troubleshoot. Thanks, Bethan
Public reply · Sunil Kapoor 12 Dec 2025 13:00
Actually, I think I've got it now. I was using the wrong field name, I should be filtering on the invoice date field for null values. Just worked it out while writing that out. Cheers, Sunil
Status change · Bethan Lister 30 Dec 2025 11:31
Status change · 3 Jan 2026 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Help & Support

B-Glass 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 site 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.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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