Understand the default This Month lead period
This guide explains that why a first report request is initially limited to the current month. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
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 you’ll accomplish
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.
Follow these steps
- Go to the report without a saved template or submitted filter.
- Check the Period field.
- Verify This Month is selected.
- Apply the report and compare created-date boundaries.
Fields and options to review
Default periodThis Month on the first GET request.
Default date basisCreated Date unless changed in the form.
Rules the system enforces
- Choose All Time explicitly when analysing the full lead history.
How to confirm it worked
- 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.
Continue with related guidance
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