Filtering dashboards by practice location

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Ellerby Dental Group: documents · Filtering dashboards by practice location

Megan Statham asked if dashboards can filter to individual practice locations. Bethan Lister confirmed it is possible using filter widgets and provided help centre reference. Opened 7 Sep 2026, solved 10 Sep 2026.

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Current to 12 Oct 26

Megan Statham asked if dashboards can filter to individual practice locations. Bethan Lister confirmed it is possible using filter widgets and provided help centre reference. Opened 7 Sep 2026, solved 10 Sep 2026.

Problem: Megan needed to understand if the brain could display data filtered by individual practice location rather than showing the whole dental group.

Handling: Bethan Lister confirmed this is a standard feature available through dashboard filter widgets. She referenced the help centre guide and offered further support. First response took 74 minutes.

Watch: This indicates expanding dashboard usage by the customer. The request suggests they are building location-specific views, a positive adoption signal.

AI · claude-haiku-4-5-20251001 · 12 Oct 2026

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelemail

First response (min)74

CSAT4

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created · Megan Statham 7 Sep 2026 17:20
One of our leads asked if we can filter dashboard results to show data for individual practice locations instead of the whole group. Is that possible with the current setup?
public_reply · Bethan Lister 7 Sep 2026 18:34
Hi Megan, yes that's definitely possible. You can add filters to any dashboard using the filter widget. There's a guide in our help centre. Let me know if you get stuck. Thanks, Bethan
status_change · Bethan Lister 10 Sep 2026 13:31
status_change · 14 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	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.

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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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