Dashboard filter overriding report filter

CRM & Sales Dashboards & Reporting
1

Hi,

I have a report on a deal that uses the deal filter ‘create date’ set to ‘this month’. However, I want it so that the context of ‘this month’ changes with the overral dashboard date filter. For example, if the dashboard filter changes to ‘last month’, I want the context of ‘this month’ in the ‘create date’ deal filter for the report to change to ‘last month’ to match the dashboard date context/filter.

Any feedback is appreciated, thanks!

2

Hi @RZia,

This is actually already a feature, however it’s limited to certain types of reports. Unfortunately, it does not yet work with reports created in the custom report builder: Customize your dashboard

Other users have already requested this and I’m sure the product team have this on their radar: Dashboard cannot use date filter when using cross-reporting across contacts and companies

Hope this helps!