Feature request – export search results to CSV

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Lornefield Pensions Administration: documents · Feature request – export search results to CSV

Craig's scheme managers need to export search results to CSV for monthly reporting. Currently they copy results manually into Excel. Bethan passed feature request to product; Craig says they're managing but it's a gap.

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Current to 10 Oct 26

Craig's scheme managers need to export search results to CSV for monthly reporting. Currently they copy results manually into Excel. Bethan passed feature request to product; Craig says they're managing but it's a gap.

Problem: scheme managers can't export query results to CSV, forcing manual copying into Excel for monthly reports (error-prone, time-consuming). Handling: Bethan quickly clarified the use case and committed to passing it to product for roadmap review. Craig confirmed the need and noted the team is managing for now but feels limited. Watch: adding CSV export would address a real workflow gap for the team.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

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First response (min)79

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public_reply · Bethan Lister 23 Jan 2026 09:52
Hi Craig, thanks for raising this. Just so I've got this right – you need to export query results into a spreadsheet so the team can work with them offline, yes?
public_reply · Craig Paterson 23 Jan 2026 11:46
That's right. They compile monthly reports and having an export function would save them spending ages transcribing things. CSV would be perfect.
created · Craig Paterson 23 Jan 2026 14:59
Hi, just to flag something our scheme managers keep asking about. When they search the brain for call summaries or member queries, there's no way to export the results. They're copying things manually into Excel for monthly reports, which is tedious and error-prone. Could you add CSV export functionality? That'd really help the team.
public_reply · Bethan Lister 23 Jan 2026 16:18
Understood. I'll get this to the product team and see where it sits on the roadmap. In the meantime, are you managing with how things are at the moment?
public_reply · Craig Paterson 27 Jan 2026 16:52
Managing for now, but it's definitely a gap. Let me know what the product team come back with.
status_change · Bethan Lister 27 Jan 2026 17:12
status_change · 31 Jan 2026 23:59

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