Can you please confirm the version of Sage CRM you are using.  Do you want to display the information and analysis within the interface as a new screen or do you want to generate a report that shows the information?  

The version is the following Sage CRM 2023 R1.2. We have already defined these dashboards, and I was wondering if we could apply the filter.

The version is the following Sage CRM 2023 R1.2. We have already defined these dashboards, and I was wondering if we could apply the filter.

Hi Xabier

When dealing with Reports and Dashboards in CRM, the key is how your data are organized in the underlying SQL view.

You need your view contain a column with the date or datetime of the data included at the row. As far I understood your data is aggregated by period, probably by month, so you need have a column in your view that represents the period. For example, if the data row is for the period of January 2024, you must have a field containing the date 2024-01-01 00:00:000.

Once this is done, include this field as a filter by date in the report is easy.

I did this before on reports that show data from Sage 200 in Sage CRM.

Hope this helps.