How to export dashboard data?

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Calderbrook Housing Group · How to export dashboard data?

Paul Rigby asked how to export dashboard data for sharing instead of screenshots. Bethan Lister explained the export feature: open dashboard, click three dots, select Export as CSV.

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As at Fri 9 Oct 2026

Paul Rigby asked how to export dashboard data for sharing instead of screenshots. Bethan Lister explained the export feature: open dashboard, click three dots, select Export as CSV.

Problem: Paul Rigby needed to share dashboard data with team and stakeholders instead of sharing screenshots, which looked unprofessional.

Handling: Bethan Lister explained the export feature: open dashboard, click three dots top right, select Export as CSV to download the underlying data.

Watch: Similar question from same person in preceding weeks suggests dashboard export feature not widely discovered or previous guidance may not have been clear. Consider proactive documentation or in-app guidance improvement.

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

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Updated 9 Oct 26

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created · Paul Rigby 1 Jun 2026 14:00
Hi, I need to export the data from the dashboard I've built so I can share it with the team and stakeholders. At the moment I'm having to screenshot it and paste it into emails, which is a bit of a pain and doesn't look very professional. Is there a built-in way to do this without writing a query? Paul
Public reply · Bethan Lister 1 Jun 2026 15:45
Hi Paul, thanks for reaching out. Just so I've got this right: you want to download the data from your dashboard so your team can see it in a spreadsheet rather than having to rely on screenshots. Can you try this: open the dashboard, click the three dots in the top right corner, and select 'Export as CSV'. That'll download the data driving the dashboard. Give that a go and let me know how you get on. If that doesn't work for you, there are other options we can look at. Thanks, Bethan
Status change · Bethan Lister 3 Jun 2026 10:37
Status change · 7 Jun 2026 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

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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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