Feature request: custom report builder

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Kilcolgan Payments · Feature request: custom report builder

Clodagh Fitzgerald requested custom report building without exports. Bethan Lister described current workarounds (dashboards, search, export) and noted the request; closed 2026-01-30.

Priority normal

made from

What happened

What this says

Current to 14 Oct 26

Clodagh Fitzgerald requested custom report building without exports. Bethan Lister described current workarounds (dashboards, search, export) and noted the request; closed 2026-01-30.

Problem: Clodagh wants the ability to build custom reports directly from brain data.

Handling: Bethan explained existing capabilities (dashboards, search, export) and recorded the feature request for product.

Watch: A Head of Client Services requesting advanced reporting signals investment in the brain's value.

AI · claude-haiku-4-5-20251001 · 14 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)270

CSAT5

Helpdeskmade from

Trail

created · Clodagh Fitzgerald 21 Jan 2026 14:05
It would be really useful if we could build custom reports on top of the brain data without needing to export everything. Do you have plans for a report builder?
public_reply · Bethan Lister 21 Jan 2026 18:35
Hi Clodagh, thanks for that suggestion. We're working on more reporting features in the coming months. For now, the dashboards give you a lot of flexibility, you can query data through search and export the results. I'll make sure your feature request gets noted. Thanks, Bethan
status_change · Bethan Lister 26 Jan 2026 17:31
status_change · 30 Jan 2026 23:59

Helpdeskmade from

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

Help & Support

Open as a page

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.

How to ask

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	225
People at customers	862
BB-Demo staff	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 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.

Who to contact

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.

Help