How do I build dashboards with filters?

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Oosterdijk Logistiek · How do I build dashboards with filters?

Customer learned to build dashboards with filters for different shippers and custom date ranges; support provided clear guidance.

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As at Fri 9 Oct 2026

Customer learned to build dashboards with filters for different shippers and custom date ranges; support provided clear guidance.

Problem: Stijn Gielen wanted to understand how to configure dashboard filters and custom date ranges, a normal feature-discovery question during active adoption. Handling: Kate Ormerod provided step-by-step guidance on adding filters through the dashboard builder interface. Response time was 251 minutes; ticket remained open 21 days before resolution. Watch: Extended response time and solve time suggest the customer may have been waiting for a detailed walkthrough. Dashboard adoption is a key Growth-tier value driver; track whether Stijn progresses to building additional dashboards.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelchat

First response (min)251

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Public reply · Stijn Gielen 31 Jul 2026 10:21
Also, can I set custom date ranges in the filters too?
created · Stijn Gielen 31 Jul 2026 16:50
I'm trying to build dashboards with filters for different shippers. What's the best approach?
Public reply · Kate Ormerod 31 Jul 2026 21:01
Hi Stijn, click the filter button in the dashboard builder and you can set up filters for any field you need: shipper, business unit, date range, whatever makes sense. Just add the filters and save. Can you try that and tell me how you get on? Thanks, Kate
Status change · Kate Ormerod 21 Aug 2026 14:14
Status change · 25 Aug 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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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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