Hi, I was wondering if there is anyway to customise the date filter on the dashboard so that it only allows users to look at the last 3 calendar months?

Yes. You can restrict the dashboard date filter so users effectively only work with “last 3 months” by configuring the

dateFilterConfig

metadata object. There are two main levers: 1. Limit available granularities (e.g., only months) 2. Limit available presets (e.g., only “Last 3 months”) 1. Create / update dateFilterConfig Configure it at org or workspace level: •

POST /api/v1/entities/organizationSettings

• or

POST /api/v1/entities/workspaces/{workspaceId}/workspaceSettings

[Date filter config] Example payload skeleton:

{
  "data": {
    "id": "dateFilterConfig",
    "type": "workspaceSetting",
    "attributes": {
      "content": {
        "config": {
          "absoluteForm": {
            "localIdentifier": "absoluteForm",
            "name": "",
            "visible": false
          },
          "allTime": {
            "localIdentifier": "allTime",
            "name": "All time",
            "visible": false
          },
          "relativeForm": {
            "granularities": [
              "GDC.time.month"
            ],
            "localIdentifier": "relativeForm",
            "name": "",
            "visible": true
          },
          "relativePresets": [
            {
              "from": -2,
              "to": 0,
              "granularity": "GDC.time.month",
              "localIdentifier": "last_3_months",
              "name": "Last 3 months",
              "visible": true
            }
          ],
          "selectedOption": "last_3_months"
        }
      },
      "type": "DATE_FILTER_CONFIG"
    }
  }
}

What this does: • Hides All time and Static period (absoluteForm) by setting

visible: false

. [Date filter config] • Keeps only month granularity in

relativeForm.granularities

. • Defines a single relative preset:

from: -2, to: 0

with

granularity: "GDC.time.month"

→ “Last 3 months” (current month + 2 previous). [Filter visual components] Users will then only see the monthly relative filter with the “Last 3 months” preset (and no other periods), which effectively constrains them to that range. If you need a slightly different behavior (e.g., last 3 completed months, or to keep other presets visible), you can adjust the `from`/`to` and the

relativePresets

list accordingly. 👍 0 button 👎 0 button ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups. 👀 Our Support team monitors all messages and will jump in if needed.

Hi Chris. Thank you for reaching out. Please follow the instruction from our AI agent, it is correct.

Thank you I will test that out