Dashboard filter not working properly

Ticketclosed

Garrow Lusk · Dashboard filter not working properly

Kayleigh Roberts reported a dashboard filter not filtering data as expected, with out-of-range entries still appearing in date-range filters. Resolution took 26 days.

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What happened

What this says

As at Fri 9 Oct 2026

Kayleigh Roberts reported a dashboard filter not filtering data as expected, with out-of-range entries still appearing in date-range filters. Resolution took 26 days.

Problem: Kayleigh Roberts was unable to filter dashboard results by date range effectively. Handling: Bethan Lister asked for diagnostic details; on 13 Sep 2024, the customer reported that filtering by date range still returned records outside the specified range. Watch: The 26-day resolution time suggests either a complex underlying issue or inefficient iteration.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelchat

First response (min)397

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created · Kayleigh Roberts 11 Sep 2024 15:06
I'm trying to set up a filter on one of our dashboards but I can't seem to get it working properly. The data isn't filtering the way I expect. Can someone help?
Public reply · Bethan Lister 11 Sep 2024 21:43
Can you walk me through what filter you're trying to set up? Tell me what you see and I'll help sort it out. Thanks, Bethan
Public reply · Kayleigh Roberts 13 Sep 2024 09:24
Still not working as expected. I'm filtering by date range but some records from outside that range are still showing up.
Status change · Bethan Lister 7 Oct 2024 11:45
Status change · 11 Oct 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

Help & Support

Open as a page

Help & Support

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.

Help