Request for dashboard date filters

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Thackwray Logistics · Request for dashboard date filters

Kelly requested date range filters for the Growth dashboard to focus client reviews on the last quarter. Bethan committed to adding date filters to the dashboard builder in the next release in a couple of weeks.

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As at Fri 9 Oct 2026

Kelly requested date range filters for the Growth dashboard to focus client reviews on the last quarter. Bethan committed to adding date filters to the dashboard builder in the next release in a couple of weeks.

Problem: Customer needed date range filters for Growth dashboard to focus client reviews on Q3. Feature request with operational urgency for next month's reviews. Handling: Bethan confirmed the feature is feasible and would be in the next release in a couple of weeks. Customer was satisfied. Watch: Feature commitment not guaranteed by date or version; delivery timeline stated informally. Monitor for slippage and confirm delivery with customer before the client reviews.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)142

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created · Kelly Swainston 7 Oct 2025 11:05
Hi, I'm looking at our client reviews for next month and I'd like to be able to filter the order data by date range in the dashboards. Right now I can see all our brand activity but we need to focus the reviews on the last quarter. Would it be possible to add a date filter to the Growth dashboard builder? Thanks, Kelly.
Public reply · Bethan Lister 7 Oct 2025 13:27
Just so I've got this right - you're after a date range picker on the existing dashboards, or would you like to build a new dashboard with date filters? Can you walk me through which dashboard you're working in? Cheers, Bethan.
Public reply · Bethan Lister 9 Oct 2025 10:51
I've picked this up with the team and we can absolutely add date range filters to the dashboard builder. This would let you build views filtered by any date field - order date, return date, whatever suits the review. Should be in the next release in a couple of weeks. Thanks, Bethan.
Status change · Bethan Lister 9 Oct 2025 11:14
Public reply · Kelly Swainston 9 Oct 2025 14:07
Perfect, that's exactly what we need for the reviews. Thanks a lot, Kelly.
Status change · 13 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

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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.

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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.
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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.

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The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

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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.

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