How to filter dashboards by date range

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Kenmure Business Telecom · How to filter dashboards by date range

Alan Rennie asked how to add a date range filter to dashboards so users could narrow results by time period. Connor Webb provided straightforward instructions on using dashboard settings. Closed 25 October 2025.

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As at Fri 9 Oct 2026

Alan Rennie asked how to add a date range filter to dashboards so users could narrow results by time period. Connor Webb provided straightforward instructions on using dashboard settings. Closed 25 October 2025.

Problem: customer wanted to set up date range filters on dashboards but could not find the feature. Handling: Connor provided a quick answer with clear steps through dashboard settings. Watch: this shows the customer is adopting dashboard builder features actively.

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)336

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created · Alan Rennie 1 Oct 2025 09:05
Hi, I'm trying to set up a date range filter on a dashboard so our team can quickly narrow down results by time period. I want users to be able to select start and end dates and have all the charts update automatically. But I can't find the option in the builder, am I missing something?
Public reply · Connor Webb 1 Oct 2025 14:41
Hi Alan, thanks for reaching out. To add a date range filter, go to the dashboard settings and look for 'Add filter'. From there you can set the type to 'Date range' from the dropdown. That should do it. Best, Connor
Status change · Connor Webb 21 Oct 2025 16:41
Status change · 25 Oct 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

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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