Olivia Grant

011-0030

Ticketclosed

Brindlecote Insurance Brokers: documents logo Brindlecote Insurance Brokers: documents · 011-0030

Toby asked how to export query results as an Excel file for sending to the finance team and could not find an export button. Olivia Grant directed him to the download icon in the top right of results, which offers CSV or Excel options.

Priority low

What happened

What this says

Current to 11 Oct 26

Toby asked how to export query results as an Excel file for sending to the finance team and could not find an export button. Olivia Grant directed him to the download icon in the top right of results, which offers CSV or Excel options.

Problem: Customer could not locate the export feature. Handling: Olivia provided precise UI guidance, pointing to the download icon next to the refresh button and confirming Excel as an export option. Customer did not confirm resolution. Watch: First response took 838 minutes (overnight). Resolution is marked solved but customer confirmation was not documented.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categoryhow_to
Channelweb
First response (min)838
CSAT5
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Trail

Ticket text has not been written yet; the trail is from the helpdesk.

  1. Toby Underwood
    created · Toby Underwood 2 Jul 2026 15:42
  2. Olivia Grant
    public_reply · Olivia Grant 3 Jul 2026 05:40
  3. Olivia Grant
    status_change · Olivia Grant 20 Jul 2026 16:57
  4. status_change · 24 Jul 2026 23:59
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