Filter lead reports for This Year
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Apply the This Year period to Created Date or Last Contact.
Where to goAdmin Area → Lead Filters → Lead Filters
Before you start
- Verify 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 helps you do
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.
Follow these steps
- Go to the lead report.
- Select Created Date or Last Contact.
- Select This Year under Period.
- Apply the report.
- Check leads around the start and end boundaries.
Fields and options
Filter By DateCreated Date or Last Contact.
PeriodThis Year
Rules and limits
- Uses current calendar-year boundaries.
Check it worked
- 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.
- Verify the CRM timezone when validating day/week/month boundaries.
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