How do I export dashboard data?

Ticketclosed

Kronfeld Assekuranz · How do I export dashboard data?

Kronfeld customer asked about exporting dashboard data for offline broker reports; support explained search-based workaround.

Priority low

made from

What happened

What this says

As at Fri 9 Oct 2026

Kronfeld customer asked about exporting dashboard data for offline broker reports; support explained search-based workaround.

Problem: Philipp wanted to export dashboard data for offline use by brokers, expecting a direct export feature. Handling: Olivia Grant explained that dashboards lack a direct export button but offered the search interface as a workaround. Response time was 826 minutes (over 13 hours). The customer requested a detailed walkthrough, but the ticket record does not show whether it was delivered. Watch: First-response delay and the unresolved follow-up suggest a gap in execution. Export functionality is a genuine feature request; track separately and confirm whether the search workaround met Philipp's need.

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

AImade from

Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelweb

First response (min)826

CSAT3

Helpdeskmade from

Trail

created · Philipp Schulz 20 May 2026 10:28
Can you walk me through exporting dashboard data? We want to pull reports for our brokers and use them offline.
Public reply · Olivia Grant 21 May 2026 00:14
Hi Philipp, dashboards don't have a direct export button at the moment, but you can query the data using the search interface and download the results. I can walk you through it. Thanks, Olivia
Public reply · Philipp Schulz 21 May 2026 16:32
Thanks for the explanation. When you have time, can you show me that process in detail?
Status change · Olivia Grant 4 Jun 2026 13:09
Status change · 8 Jun 2026 23:59

Helpdeskmade from

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

Open as a page

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