Global Date Filter

Filter the whole dashboard at once#

Instead of adjusting each tile individually, a global date filter lets you set a date range once and apply it across the dashboard. It's ideal for questions like "show me everything for this quarter."

Step 1 — Add Dashboard Filters#

Open the dashboard's menu (top right) and choose Add Dashboard Filters.

The dashboard menu with the Add Dashboard Filters option

Step 2 — Choose the date fields#

In the Dashboard Filters dialog, pick a Module and one of its Date fields. Each Module → Date field pair becomes one filter, and it applies to the components built on that module. Use Add another filter to expose more, then click Save.

The Dashboard Filters dialog choosing a module and date field

Step 3 — Use the Filter By bar#

Once saved, a Filter By bar appears at the top of the dashboard with a date picker for each filter. The presets are:

Any Time (the default — no date limit)
Today, Yesterday, Last 7 Days, Last 30 Days
This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year
A custom from/to range

After choosing dates, use:

Apply — refresh the whole dashboard with the selected dates for this session.
Apply & Save — do the same and make it the dashboard's default next time you open it.
Clear — reset every filter back to "Any Time".

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A date filter only affects components whose module matches it — a "Deals → Closing Date" filter changes the deal tiles but leaves unrelated tiles untouched. Each tile also keeps its own filter icon for one-off, tile-level filtering.

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That completes the Analytics & Reports guide. Start by building a report, then pin your best ones to a dashboard and filter them here.

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