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Dashboard reference timeframe

We have the Plus subscription and have access to the standard dashboard.  First off, thank you!  This dashboard is what we have been waiting for.  Now to my question - Are we able to change the report time frame reference?  Right now, my dashboard shows everything since the beginning of time and it would be more helpful and effective if I could change it to reflect year to date or the last 6-12 months.  Is this possible?

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  • Hello April,

    Thanks for your post and happy to hear how excited you are to use Dashboards!

    I see that you are on our Plus Plan this comes with the ability to view Insightly's standard dashboards. However, you can still filter these Dashboards by clicking the card's title. 

    Here's a helpful article that explains the process in detail. Viewing a dashboard card

    Hope that helps! 

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  • Thank you Alejandro.  I am still not able to filter the date range of the data for the cards.

     

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  • Hello April,

    Unless the date field is listed as the y-axis x-axis or a series you'll only be able to filter where the field added to y-axis x-axis or series. This may be why you don't see an option to filter by date created on some standard Dashboard Cards. On our Professional and Enterprise plans, you can create your own custom dashboards for Leads, Opportunities, and Projects. 

    Our article What are Dashboards? explains more about this.

     

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