Export dashboard data to spreadsheet

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Lindqvarn Retail · Export dashboard data to spreadsheet

Linnea Holm requested the ability to export filtered dashboard views to Excel or CSV. This would allow teams to share insights in spreadsheets for weekly reports without requiring login access.

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Current to 13 Oct 26

Linnea Holm requested the ability to export filtered dashboard views to Excel or CSV. This would allow teams to share insights in spreadsheets for weekly reports without requiring login access.

Linnea needs to export filtered dashboard views in spreadsheet format for weekly team report-outs, eliminating the need for recipients to log in to the brain. Olivia clarified that Linnea wants the filtered view preserved during export and indicated she would check with the product team. Linnea confirmed the requirement. Watch: The evidence does not show a final response confirming whether this is feasible or on the roadmap. This is an adoption-enabling feature that could drive broader usage.

AI · claude-haiku-4-5-20251001 · 13 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)405

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created · Linnea Holm 18 Sep 2026 16:17
Hi, we're trying to share some of the insights from our customer segment dashboards with wider team members. Is there a way to export the dashboard we've built to Excel or CSV? Currently our teams would need to log in to view the data, but we'd like to pull those views into spreadsheets for our weekly report-outs. It would save us quite a bit of time.
public_reply · Olivia Grant 18 Sep 2026 23:02
Thanks Linnea. Just to clarify - you're looking to export the filtered view from a dashboard to a spreadsheet, keeping all the filters you've applied? I'll check with the team on what we can offer and get back to you shortly. Thanks, Olivia
public_reply · Linnea Holm 22 Sep 2026 13:27
Yes, exactly. The filtered view is what we need so we can share the same slice of data each week. Cheers for looking into it.
status_change · Olivia Grant 23 Sep 2026 10:29
status_change · 27 Sep 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. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Data	Records
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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.

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