Understand the default This Month lead period
Know why a first report request is initially limited to the current month.
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
Know why a first report request is initially limited to the current month. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the report without a saved template or submitted filter.
- Review the Period field.
- Confirm This Month is selected.
- Apply the report and compare created-date boundaries.
Fields, choices and supported possibilities
Default periodThis Month on the first GET request.
Default date basisCreated Date unless changed in the form.
Code-backed validations and workflow rules
- Choose All Time explicitly when analysing the full lead history.
Expected result and verification
- The default-period check 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.