Request: export project data to spreadsheet

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Ashwell Mercer Interiors · Request: export project data to spreadsheet

Jamal Edwards requested native export-to-spreadsheet functionality for project lists with costs and variations. Connor Webb explained no native feature exists but offered query copy and direct Snowflake access workarounds, and logged a feature request.

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As at Fri 9 Oct 2026

Jamal Edwards requested native export-to-spreadsheet functionality for project lists with costs and variations. Connor Webb explained no native feature exists but offered query copy and direct Snowflake access workarounds, and logged a feature request.

Problem: Jamal was manually copying project data from the brain to spreadsheets, which was time-consuming. He wanted to export project lists with status, cost code, and variations. Handling: Connor explained that no native export exists but offered two workarounds: run a query and copy results to a spreadsheet, or access raw data tables directly in Snowflake. He logged the request as a feature request and promised to check the product roadmap. Watch: Feature request indicates customer desire for better export capability; this is an opportunity signal for product development.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

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First response (min)217

CSAT3

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created · Jamal Edwards 14 Mar 2025 08:02
Hi, would it be possible to export a list of active projects with their costs and variations into a spreadsheet? At the moment I'm copying everything manually from the brain, which is quite time-consuming. Ideally I'd want to include the project status, cost code and any variations we've issued. Is this functionality available, or is there a plan to add it?
Public reply · Connor Webb 14 Mar 2025 11:39
Hi Jamal, thanks for the request. I understand the pain point here. The brain doesn't currently have a native export-to-spreadsheet feature for custom lists, but there are a couple of things you can try. You could run a query in the brain and copy the results directly into a spreadsheet, which gets you the data you need. Alternatively, if your team has access to Snowflake, you might be able to query the raw data tables directly. I've made a note of this as a feature request and I'll check with the team to see if it's on the roadmap. For now, happy to help you get the workaround set up if you'd like. Best, Connor
Status change · Connor Webb 18 Mar 2025 16:03
Status change · 22 Mar 2025 23:59

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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

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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.

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

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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.

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