Can we add a report export feature?

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Whitlingham Wealth · Can we add a report export feature?

Feature request: direct report export to Excel to avoid manual copying. Bethan passed to product team. Indicates workflow optimisation need.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Feature request: direct report export to Excel to avoid manual copying. Bethan passed to product team. Indicates workflow optimisation need.

Problem: Manual copy-paste workflow required to export reports; time-consuming when preparing client reports weekly. Handling: Bethan Lister responded after 541 minutes (9 hours) on 4 Jun 2025. Acknowledged the workflow pain and escalated request to the product team for review. Watch: Customer demand for export capability. Indicates interest in workflow optimisation and potential value in Growth tier dashboards builder with export functionality.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelemail

First response (min)541

CSAT5

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Public reply · Daisy Howes 4 Jun 2025 10:03
This would save us a lot of time each week when we're preparing reports for clients.
created · Daisy Howes 4 Jun 2025 14:29
It would be really useful if we could export reports to Excel directly. Right now we have to copy the data manually.
Public reply · Bethan Lister 4 Jun 2025 23:30
Thanks for the suggestion, Daisy. This is the kind of feature that would definitely help with workflows. I'll pass it to the product team to review. Thanks, Bethan
Status change · Bethan Lister 5 Jun 2025 13:01
Status change · 9 Jun 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

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.

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