How do I filter by date in a query?

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Wellbrook Facilities · How do I filter by date in a query?

Rakesh asked how to filter tickets by date, specifically to find all created in the last month for a specific client. Bethan explained the date filter feature: click the plus icon, select the Created field, choose "is after", and pick the start date.

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As at Fri 9 Oct 2026

Rakesh asked how to filter tickets by date, specifically to find all created in the last month for a specific client. Bethan explained the date filter feature: click the plus icon, select the Created field, choose "is after", and pick the start date.

Problem: Rakesh needed to find tickets created in the last month for a specific client but did not know how to add a date filter to his search. Handling: Bethan provided step-by-step instructions: click the plus icon next to any search field, select Created from the dropdown, choose "is after" condition, and pick the start date. Rakesh was able to complete his search successfully. Watch: This is a standard feature documentation question, resolved cleanly. The how-to approach suggests Wellbrook's users may benefit from in-product help or better UI discoverability.

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

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Updated 9 Oct 26

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created · Rakesh Solanki 2 Jul 2025 08:49
I need to find all tickets created in the last month for a specific client. I can build the search but I'm not sure how to add a date filter. Is there a way to do this?
Public reply · Bethan Lister 2 Jul 2025 10:45
You can add a date filter by clicking the plus icon next to any search field. Select 'Created' from the dropdown, choose 'is after' and pick your start date. Give it a go and let me know if you get the results you need. Thanks, Bethan
Status change · Bethan Lister 7 Jul 2025 13:56
Status change · 11 Jul 2025 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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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.

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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.

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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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