Global date filter for dashboards

Records and dashboards
Carl Hauck
Seán Halpin
Nick Winninger

Apply a single date filter across all charts in a dashboard. Instead of updating each chart's date range one by one, set a global filter and every enabled chart updates at once.

The filter is non-destructive – it temporarily overrides individual chart date ranges while active, and charts revert to their own settings when you clear it.

  • With case charts, you can configure which date field the global filter applies to: created, updated, or resolved.

  • All charts can individually opt out of the global filter entirely.

Carl Hauck
Seán Halpin
Nick Winninger

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