How to create a dashboard by complaint category

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Harrowden Foods: documents · How to create a dashboard by complaint category

Gemma asked how to create a dashboard showing retailer complaints by category for monthly reviews. Olivia provided step-by-step guidance and Gemma confirmed it met requirements.

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Current to 11 Oct 26

Gemma asked how to create a dashboard showing retailer complaints by category for monthly reviews. Olivia provided step-by-step guidance and Gemma confirmed it met requirements.

Problem: Gemma needed a 90-day complaint dashboard for account manager reviews but was unsure which fields to use and how to configure the date range. Handling: Olivia guided her through the dashboard builder, identifying Service Tickets as the data source and the Category field as the key mapping. Customer confirmed the dashboard worked perfectly. Watch: Active dashboard building signals strong product adoption and value realisation.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

Prioritynormal

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Categoryhow_to

Channelweb

First response (min)188

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created · Gemma Holt 8 Sep 2026 14:22
Hi, I'm trying to set up a dashboard showing retailer complaints by category over the last 90 days for our monthly account manager reviews. I've looked at the help docs and templates, but the examples use different systems to ours. I'm not sure which fields I need to use or how to set the date range properly. Can you walk me through the steps?
public_reply · Olivia Grant 8 Sep 2026 17:30
Hi Gemma, happy to help with that. Go to Dashboards and select 'New', then choose the Service Tickets data as your source. Add a chart widget and set it to show data as 'Card Type'. Next, filter by Date Created for your 90-day range, then group the results by the Category field, that field shows the complaint type. That should give you the dashboard you need for the account manager reviews. Let me know if you'd like to make any other adjustments.
public_reply · Gemma Holt 10 Sep 2026 10:11
Brilliant, I've set it up and it's showing exactly what we need for the reviews. The Category field was the key. Cheers!
status_change · Olivia Grant 11 Sep 2026 10:10
status_change · 15 Sep 2026 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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