How to filter dashboard by date

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Marsden Vale Recruitment · How to filter dashboard by date

User unable to locate date filter controls on dashboard. Bethan directed her to edit mode where filters are configured. Solved in 7 days.

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Current to 13 Oct 26

User unable to locate date filter controls on dashboard. Bethan directed her to edit mode where filters are configured. Solved in 7 days.

Problem: Shannon could not find date filter controls to restrict dashboard display to recent candidates.

Handling: Bethan explained filters are configured in edit mode (pencil icon at top) using the dashboard builder's left panel, not in the view itself. Shannon found the controls and filter worked.

Watch: How-to question marked high priority but resolved quickly. Indicates good UI discoverability issue rather than system problem.

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

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Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)164

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created · Shannon Lockwood 11 Aug 2025 11:56
I'm trying to show only candidates who applied in the last month on our main dashboard, but I can't find the date filter option. I see columns for name and role, but no filter controls. Am I missing something?
public_reply · Bethan Lister 11 Aug 2025 14:40
Hi Shannon, the filter controls are in the dashboard builder, not the view itself. Go back to edit mode by clicking the pencil icon at the top, then you'll see the filter section on the left panel. Add a date range filter for application date there, save it, and the dashboard will only show candidates from the last month. Thanks, Bethan
public_reply · Shannon Lockwood 13 Aug 2025 10:42
Got it, found the edit mode. The filter is working now, thanks.
status_change · Bethan Lister 18 Aug 2025 14:17
status_change · 22 Aug 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.

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	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.

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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.

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