Skip to main content
The First Step
February 26, 2026
Question

Historical Dashboard with reports added not updating

  • February 26, 2026
  • 2 replies
  • 25 views

I am trying to create one master dashboard for all supervisors to use that include both historical KPIs & historical reports vs. needing to go into each dashboard or report separately. I have moved some of the historical reports of interest to my master dashboard, but they are not updating when I adjust the date filter in the dashboard. What am I missing?

    2 replies

    Mary-Community_Moderator
    Community Manager
    Community Manager
    March 3, 2026

    Hi ​@mpeterson, we’re working on this. 😊

    Employee
    March 7, 2026

    Hello, 

    From the editor mode on your Historical Dashboard, find the report you are having issues with and click the 3 horizontal dots on the top right of the report. From there, click into configuration. 


    You will want to ensure that Date Range is selected in the “Filter By” settings. You can choose started or interaction started depending on the data set you are using. Once this is enabled and you have saved your changes, the report should now respect the date range you have set on your Dashboard.