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Property & Compliance Management

Filter the Real Estate dashboard by period

Use month/custom from/to fields where displayed.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Property Operations → Dashboard → Date Filter

Before you start

Dashboard requires real_dashboard View; Reports requires real_report View. Results are limited by accessible records and saved source data.

Follow these steps

  1. Open the named dashboard, report or activity view.
  2. Use month/custom from/to fields where displayed.
  3. The dashboard view exposes real_months-report, real_report-from and real_report-to.
  4. Open a surprising result in its source workspace before changing data or exporting it.

Fields, rules and limits

  • The dashboard view exposes real_months-report, real_report-from and real_report-to.

Check it worked

The displayed figures can be reconciled to the selected scope and underlying records.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The dashboard view exposes real_months-report, real_report-from and real_report-to.

Why is the record or action unavailable?

Dashboard requires real_dashboard View; Reports requires real_report View. Results are limited by accessible records and saved source data. Check the current company and record relationship before requesting additional access.