How do I export results?

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Brindlecote Insurance Brokers · How do I export results?

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.

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What happened

What this says

As at Fri 9 Oct 2026

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 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelweb

First response (min)838

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created · Toby Underwood 2 Jul 2026 15:42
Is there a way to export the results from a query? I'd like to download them as an Excel file so I can send them to our finance team. I couldn't find an export button.
Public reply · Olivia Grant 3 Jul 2026 05:40
Hi Toby, yes you can export results. On the results page, look for the download icon in the top right, it's next to the refresh button. Click that and you'll see options for CSV or Excel. Cheers.
Status change · Olivia Grant 20 Jul 2026 16:57
Status change · 24 Jul 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

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.

Help