How do I export dashboard data to CSV?

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Clonvara Insurance Services · How do I export dashboard data to CSV?

Customer requested ability to export dashboard data to CSV files for brokers. Customer reports 40 users now. BG-Demo provided setup guidance for self-service exports.

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As at Fri 9 Oct 2026

Customer requested ability to export dashboard data to CSV files for brokers. Customer reports 40 users now. BG-Demo provided setup guidance for self-service exports.

Problem: Brokers needed ability to export their own reports from dashboards rather than receiving static files from the team. Customer mentioned having 40 users now, indicating growth since initial implementation. Handling: BG-Demo confirmed that the export capability is available and provided setup guidance. First response was provided within 44 minutes.

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

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Updated 9 Oct 26

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First response (min)44

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created · Aoife Tuohy 10 Jun 2026 11:00
Hi, Quick question, is there a way to export the data from a dashboard view into a CSV file? The brokers are asking if they can pull their own reports out rather than having us send them static files. We've got 40 users now so it would be a big time-saver if they could do this themselves. Thanks, Aoife
Public reply · Bethan Lister 10 Jun 2026 11:44
Hi Aoife, Good question. Just so I've got this right, you want users to be able to export dashboard results to a file? That's definitely possible. Let me send you a quick guide on how to set that up. Thanks, Bethan
Public reply · Aoife Tuohy 11 Jun 2026 10:08
Perfect, thanks. I'll walk through that with the brokers. Appreciate the quick turnaround on this. Cheers, Aoife
Status change · Bethan Lister 12 Jun 2026 13:35
Public reply · Bethan Lister 12 Jun 2026 14:24
Brilliant. If they hit any snags with the export, just give me a shout. Happy to help. Thanks, Bethan
Status change · 16 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

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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.

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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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