How do I export segment data with custom fields

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Lindqvarn Retail: documents · How do I export segment data with custom fields

How-to query on exporting customer segment data with custom CRM fields in CSV format. Troubleshooting guidance provided.

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Current to 11 Oct 26

How-to query on exporting customer segment data with custom CRM fields in CSV format. Troubleshooting guidance provided.

Problem: Linnea was trying to export customer segment data with custom CRM fields but they were not appearing in the CSV export even though they appeared in the dashboard. Handling: Olivia provided troubleshooting guidance, asking which export method was being used (dashboard button vs query) and explaining that custom fields should come through automatically but there's a specific setup for search-based exports.

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

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Updated 9 Oct 26

Prioritynormal

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Categoryhow_to

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created · Linnea Holm 6 Aug 2026 09:27
Hi, I'm trying to export customer segment data including some of the custom fields we've defined in our CRM. I can see them in the dashboard but when I export the data to CSV it's not including them. Am I missing something? We need this for an upcoming report.
public_reply · Olivia Grant 6 Aug 2026 17:15
Hi Linnea, when you export, are you using the export button on the dashboard itself, or are you running a query first? The custom fields should come through automatically, but there's a specific way to set it up if you're working with searches. Let me know which approach you're taking and I'll walk you through it.
status_change · Olivia Grant 13 Aug 2026 13:57
status_change · 17 Aug 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.

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.

How to ask

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	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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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