How to filter dashboards by date range

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Kenmure Business Telecom · How to filter dashboards by date range

Alan Rennie asked how to add a date range filter to dashboards so users could narrow results by time period. Connor Webb provided straightforward instructions on using dashboard settings. Closed 25 October 2025.

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Current to 13 Oct 26

Alan Rennie asked how to add a date range filter to dashboards so users could narrow results by time period. Connor Webb provided straightforward instructions on using dashboard settings. Closed 25 October 2025.

Problem: customer wanted to set up date range filters on dashboards but could not find the feature. Handling: Connor provided a quick answer with clear steps through dashboard settings. Watch: this shows the customer is adopting dashboard builder features actively.

AI · claude-haiku-4-5-20251001 · 13 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelchat

First response (min)336

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created · Alan Rennie 1 Oct 2025 09:05
Hi, I'm trying to set up a date range filter on a dashboard so our team can quickly narrow down results by time period. I want users to be able to select start and end dates and have all the charts update automatically. But I can't find the option in the builder, am I missing something?
public_reply · Connor Webb 1 Oct 2025 14:41
Hi Alan, thanks for reaching out. To add a date range filter, go to the dashboard settings and look for 'Add filter'. From there you can set the type to 'Date range' from the dropdown. That should do it. Best, Connor
status_change · Connor Webb 21 Oct 2025 16:41
status_change · 25 Oct 2025 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.
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Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
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Email threads	3,013
Support tickets	1,159
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Deals	315
Invoices	285
Events	49
News items	119

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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