Request for dashboard date filters

Ticketclosed

Thackwray Logistics · Request for dashboard date filters

Kelly requested date range filters for the Growth dashboard to focus client reviews on the last quarter. Bethan committed to adding date filters to the dashboard builder in the next release in a couple of weeks.

Priority normal

made from

What happened

What this says

Current to 13 Oct 26

Kelly requested date range filters for the Growth dashboard to focus client reviews on the last quarter. Bethan committed to adding date filters to the dashboard builder in the next release in a couple of weeks.

Problem: Customer needed date range filters for Growth dashboard to focus client reviews on Q3. Feature request with operational urgency for next month's reviews. Handling: Bethan confirmed the feature is feasible and would be in the next release in a couple of weeks. Customer was satisfied. Watch: Feature commitment not guaranteed by date or version; delivery timeline stated informally. Monitor for slippage and confirm delivery with customer before the client reviews.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)142

Helpdeskmade from

Trail

created · Kelly Swainston 7 Oct 2025 11:05
Hi, I'm looking at our client reviews for next month and I'd like to be able to filter the order data by date range in the dashboards. Right now I can see all our brand activity but we need to focus the reviews on the last quarter. Would it be possible to add a date filter to the Growth dashboard builder? Thanks, Kelly.
public_reply · Bethan Lister 7 Oct 2025 13:27
Just so I've got this right - you're after a date range picker on the existing dashboards, or would you like to build a new dashboard with date filters? Can you walk me through which dashboard you're working in? Cheers, Bethan.
public_reply · Bethan Lister 9 Oct 2025 10:51
I've picked this up with the team and we can absolutely add date range filters to the dashboard builder. This would let you build views filtered by any date field - order date, return date, whatever suits the review. Should be in the next release in a couple of weeks. Thanks, Bethan.
status_change · Bethan Lister 9 Oct 2025 11:14
public_reply · Kelly Swainston 9 Oct 2025 14:07
Perfect, that's exactly what we need for the reviews. Thanks a lot, Kelly.
status_change · 13 Oct 2025 23:59

Helpdeskmade from

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

Help & Support

Open as a page

Help & Support

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.

How to ask

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	225
People at customers	862
BB-Demo staff	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 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.

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

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Help