How to export dashboard data

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Maelbeek Assurances: documents · How to export dashboard data

Arnaud Janssens asked how to download dashboard data to share with the finance team. Olivia Grant explained two export methods and Arnaud confirmed CSV export met his needs.

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Current to 11 Oct 26

Arnaud Janssens asked how to download dashboard data to share with the finance team. Olivia Grant explained two export methods and Arnaud confirmed CSV export met his needs.

Problem: Arnaud Janssens needed to export dashboard data for the finance team.

Handling: Olivia Grant offered two options (CSV per card or full dashboard export) and asked which would suit the team. Arnaud confirmed CSV worked well and closed the ticket satisfied.

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

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Updated 9 Oct 26

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First response (min)77

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created · Arnaud Janssens 27 Jul 2026 14:47
Hi, I need to know how to download the data from one of our dashboards and share it with the finance team. What's the best way to do that?
public_reply · Olivia Grant 27 Jul 2026 16:04
Hi Arnaud, You can export dashboard data a couple of ways: you can download individual cards as CSV, or use the export function from the dashboard view. I can walk you through both. Which would work best for your finance team? Thanks, Olivia
public_reply · Arnaud Janssens 29 Jul 2026 09:14
CSV export works great. Thanks for the quick help!
status_change · Olivia Grant 31 Jul 2026 15:36
status_change · 4 Aug 2026 23:59

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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

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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.

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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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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.
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Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
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Data	Records
Organisations	75
People at customers	290
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Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

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.

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