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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Set the static filter ...
Customer experience | Sales, Customer Insights,...
Answered

Set the static filter on the dashboard with the kanban control

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Posted on by magical Khachapuri 197
Hello everyone,
 
I was wondering if I can set the static filter to the date filter on the Kanban dashboard. I have not succeeded to find any information on it.
 
The problem is that the filter that I set is lost on refresh. I want it to be always the same.
 
 
Have you done such thing ?
I have the same question (0)
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    If you want to make 'Last Quarter' option is default, it is possible.
    You can customize this dashboard, select 'Last Quarter' option in the 'Time Frame'
    But the date after 'Last Quarter' changes dynamically depending on the current date.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • magical Khachapuri Profile Picture
    magical Khachapuri 197 on at
    Hello @LeahJu,
     
    Can I set my custom date as a default value ? Example: staring from Jan 01 2022 ?

    P.S How can I tag users in my comment ? (@ doesn't do anything)
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Unfortunately, we can't make custom date as a default value.
    Only can select custom date through 'Custom Time Frame' option every time.

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