Exporting dashboard data

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Grisedale Search & Selection: documents · Exporting dashboard data

Lauren asked if consultants could export dashboard data to share with clients. Olivia confirmed CSV export is available and logged dashboard layout export as a feature request.

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Current to 11 Oct 26

Lauren asked if consultants could export dashboard data to share with clients. Olivia confirmed CSV export is available and logged dashboard layout export as a feature request.

Lauren asked whether consultants could download dashboard data to share with external clients. Olivia confirmed that CSV export is available through the Export function and also logged enhanced dashboard layout export as a product feature request for future development. The customer was satisfied, finding the capability would save significant time for client-facing reporting.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelweb

First response (min)450

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created · Lauren Pilkington 18 Aug 2026 17:42
Quick one, can the consultants see the dashboard data in a downloadable format? A couple have asked if they could get the numbers out to share with clients.
public_reply · Olivia Grant 19 Aug 2026 01:12
Hi Lauren, yes that's possible. You can export dashboard results in CSV format using the Export option in the search interface. That'll give you the data your consultants need. I've also logged dashboard layout export as a feature request for the future. Let me know if that works.
public_reply · Lauren Pilkington 20 Aug 2026 13:19
That'd save us hours, thanks. Perfect for what they need. Ta, Lauren
public_reply · Olivia Grant 20 Aug 2026 13:30
Great. Hope that helps the team share insights with your clients more easily.
status_change · Olivia Grant 20 Aug 2026 17:29
status_change · 24 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.

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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.

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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.

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