Filter lead reports for This Year
Apply the This Year period to Created Date or Last Contact.
Exact navigationAdmin Area → Lead Filters → Lead Filters
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Apply the This Year period to Created Date or Last Contact. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the lead report.
- Choose Created Date or Last Contact.
- Choose This Year under Period.
- Apply the report.
- Verify leads around the start and end boundaries.
Fields, choices and supported possibilities
Filter By DateCreated Date or Last Contact.
PeriodThis Year
Code-backed validations and workflow rules
- Uses current calendar-year boundaries.
Expected result and verification
- Filter lead reports for This Year completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
- Confirm the CRM timezone when validating day/week/month boundaries.