Exporting data for board presentation

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Brinkerhof Distributie · Exporting data for board presentation

Customer needed urgent data export to CSV for board presentation. Bethan explained export button and offered Snowflake direct access for recurring needs.

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As at Fri 9 Oct 2026

Customer needed urgent data export to CSV for board presentation. Bethan explained export button and offered Snowflake direct access for recurring needs.

Request: Bas Kuijpers urgently needed fresh data for a board presentation the following week. Solution: Bethan confirmed CSV export from any dashboard or page and offered optional Snowflake direct-connection setup for automated future refreshes. Expansion: Offer of direct Snowflake access shows path to Premium support or dedicated analyst add-on. Watch: Time-sensitive board requests signal executive visibility; ensure data freshness and accuracy are verified before export.

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

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Updated 9 Oct 26

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Categoryhow_to

Channelemail

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created · Bas Kuijpers 6 May 2026 13:35
Hi, I need to get data out of the brain urgently. We have a board presentation next week and need fresh data. Can I export from the brain to a spreadsheet, or do I need to pull it a different way?
Public reply · Bethan Lister 6 May 2026 16:34
Hi Bas, yes you can export from any dashboard or page, there's an export button that gives you CSV format straight into a spreadsheet. Perfect for your board presentation. If you need live data or automated refreshes for future reports, I can also set you up with a direct Snowflake connection so you can query the brain data fresh whenever you need it. Which would work for you? Thanks, Bethan
Status change · Bethan Lister 13 May 2026 12:26
Status change · 17 May 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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