How to export client account data

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Moycullen Recruitment · How to export client account data

Ciara asked how to export client accounts with linked invoices for sharing with operations. Olivia directed her to the CSV export from search results.

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As at Fri 9 Oct 2026

Ciara asked how to export client accounts with linked invoices for sharing with operations. Olivia directed her to the CSV export from search results.

Problem: Ciara needed to export client accounts and their invoices in one file for the operations team. Handling: Olivia explained that a search query for all accounts provides an export button that generates a CSV file with linked invoice records included. First response came 545 minutes after creation on 7 Oct 2026. Ticket remains open as of the as-of date. Watch: The slow response time is notable. Export functionality is working as designed and meets the customer need.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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Categoryhow_to

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First response (min)545

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created · Ciara Joyce 7 Oct 2026 14:49
Hi, I'm trying to export the list of client accounts we've set up in the brain, along with their invoices, to share with our operations team. I've had a look at the dashboards and pages, but I'm not sure of the best way to do this. Can you point me in the right direction?
Public reply · Olivia Grant 7 Oct 2026 23:54
Hi Ciara, You can export the client account list directly from the search page. Run a query for all accounts, and you'll see an export button at the bottom that creates a CSV. This includes the linked invoice records, so your ops team will have everything they need in one file. Let me know if that works for you. Thanks, Olivia

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Glass 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 site 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help