Exporting dashboard data

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Brakkevoort Logistics: documents · Exporting dashboard data

Pieter needed to export dashboard data to Excel for month-end finance reconciliation. Support showed him the export button, resolved the same day.

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What happened

What this says

Current to 11 Oct 26

Pieter needed to export dashboard data to Excel for month-end finance reconciliation. Support showed him the export button, resolved the same day.

Problem: Pieter needed to export dashboard results to Excel for finance team month-end reconciliation, marked urgent. Handling: Olivia quickly pointed him to the export button in the top right of any dashboard for CSV or Excel download. First response time was 30 minutes, very fast. Watch: This shows the brain is embedded in a core business process (month-end finance reconciliation), indicating adoption and value realisation.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)30

CSAT5

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public_reply · Pieter van Dam 26 Sep 2025 10:25
Quick question: can you export data from a dashboard directly? Groet, Pieter
created · Pieter van Dam 26 Sep 2025 12:32
We need to export our dashboard results to Excel so our finance team can do month-end reconciliation. How do we do this? It's urgent. Groet, Pieter
public_reply · Olivia Grant 26 Sep 2025 13:02
Yes. Open any dashboard and look for the export button in the top right, it's a down arrow icon. You can export to CSV or Excel. Does that work for you? Thanks, Olivia
public_reply · Olivia Grant 29 Sep 2025 09:01
Let me know if you hit any issues with the export or if you need anything else. Thanks, Olivia
status_change · Olivia Grant 29 Sep 2025 15:45
status_change · 3 Oct 2025 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

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.

Who to contact

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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