Dashboard filter not applying

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Tannahill Systems · Dashboard filter not applying

Scott Galbraith reported setting a dashboard filter for status='open' but the chart still showed closed items. Bethan Lister diagnosed it as a missing save step and advised saving and refreshing.

Priority high

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What happened

What this says

As at Fri 9 Oct 2026

Scott Galbraith reported setting a dashboard filter for status='open' but the chart still showed closed items. Bethan Lister diagnosed it as a missing save step and advised saving and refreshing.

Problem: Dashboard filter set but not applying. Scott set status='open' filter but the visualization still displayed closed items.

Handling: Bethan Lister identified that the filter needs to be saved. She instructed Scott to click the save button at top right of the dashboard, then refresh the page if needed.

Outcome: Solved 26 Nov 2024. The issue was procedural rather than a product bug, but the UI could be clearer about requiring a save action.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelchat

First response (min)75

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created · Scott Galbraith 22 Nov 2024 08:17
Hi, I set up a filter on my dashboard for status = 'open' but it's not applying. The chart still shows closed items. Any quick fix?
Public reply · Bethan Lister 22 Nov 2024 09:32
Hi Scott, that sounds like the filter needs to be saved. Once you've set it, there's a save button at the top right of the dashboard. Can you try clicking that? If you've already done that, try refreshing the page and let me know. Thanks, Bethan
Status change · Bethan Lister 26 Nov 2024 16:45
Status change · 30 Nov 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

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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.

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