How to set up dashboards with row filtering

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Delancey Haig · How to set up dashboards with row filtering

Holly asked how to build dashboards showing each client-account director their own placement and invoice data. Bethan provided row-level filtering guidance with step-by-step instructions. Holly implemented successfully and was satisfied.

Priority urgent

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What this says

As at Fri 9 Oct 2026

Holly asked how to build dashboards showing each client-account director their own placement and invoice data. Bethan provided row-level filtering guidance with step-by-step instructions. Holly implemented successfully and was satisfied.

Problem: Holly wanted to create dashboards where each client-account director sees only their own placement and invoice data. She was unsure of the right approach. Handling: Bethan responded in 17 minutes with clear step-by-step guidance on using row-level filtering with dashboard access controls. Holly implemented the solution and confirmed it worked, noting the concept was good though initial setup steps were confusing. Watch: Customer successfully using dashboards feature is a positive adoption signal.

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

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Details

Updated 9 Oct 26

Priorityurgent

Statusclosed

Categoryhow_to

Channelweb

First response (min)17

CSAT4

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created · Holly Tranter 11 Sep 2024 13:35
I'm trying to build a dashboard to show each client-account director their own placements and invoices, but I'm not sure what the right approach is. Can I create separate dashboards for different people, or do I need to set up some kind of filtering? I've looked at the dashboards guide but it doesn't cover this scenario.
Public reply · Bethan Lister 11 Sep 2024 13:52
Thanks Holly. You want to show each director their own client data in a dashboard. You can do this with one dashboard and row-level filtering. Here's how: 1. Create the dashboard with all client columns visible. 2. Go to Dashboard Settings and find the access control section. 3. Set row-level filters by person. 4. Test it by logging in as one of your directors and checking they only see their rows. Try that and let me know what you see. Thanks, Bethan
Status change · Bethan Lister 12 Sep 2024 13:19
Public reply · Holly Tranter 12 Sep 2024 16:44
That worked, thanks Bethan. The row-level filtering concept is good, though the setup steps were a bit confusing at first. Once I figured it out, the dashboards look clean. Cheers
Status change · 16 Sep 2024 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.

How to ask

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.

Who to contact

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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