Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
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

(0) ShareShare
ReportReport
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 ?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Set the static filter on the dashboard with the kanban control
    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.
  • magical Khachapuri Profile Picture
    magical Khachapuri 197 on at
    Set the static filter on the dashboard with the kanban control
    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)
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Set the static filter on the dashboard with the kanban control
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans