Use the rolling 6-month lead period
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Apply the 6 Months 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 6 Months 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 6 Months under Period.
- Apply the report.
- Check leads around the start and end boundaries.
Fields and options
Filter By DateCreated Date or Last Contact.
Period6 Months
Rules and limits
- Starts on the first day five months before the current month and ends at the current month end.
Check it worked
- Use the rolling 6-month lead period 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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