How to export data for a specific client

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Marlstone Legal: documents · How to export data for a specific client

Emma Jagger asked how to export client-specific data from a dashboard for presentation use. Bethan provided clear export instructions covering CSV, Excel and PDF with filtering; customer confirmed success.

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Current to 11 Oct 26

Emma Jagger asked how to export client-specific data from a dashboard for presentation use. Bethan provided clear export instructions covering CSV, Excel and PDF with filtering; customer confirmed success.

Problem: Emma needed to export filtered data for a single client from the dashboard for a presentation. Handling: Bethan gave clear, actionable instructions covering multiple export formats with filtering; Emma reported the solution worked perfectly. Watch: This is healthy usage showing adoption; a business systems analyst using the brain for client-facing deliverables demonstrates value creation.

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

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Updated 9 Oct 26

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created · Emma Jagger 11 Sep 2026 13:26
Question about how to export data for a single client from the dashboard to use in a presentation. Want to know if there's a one-click export option.
public_reply · Bethan Lister 11 Sep 2026 14:39
You can export from any dashboard view. Just click the download icon in the top right of the page and choose your format: CSV, Excel or PDF. If you want to filter to one client first, add a filter, then export. That'll give you only that client's data.
public_reply · Emma Jagger 14 Sep 2026 09:51
That worked perfectly, thank you. Got exactly what I needed for the presentation.
status_change · Bethan Lister 16 Sep 2026 10:00
status_change · 20 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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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.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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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.
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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.
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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.

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