Export member data for reporting

Ticketclosed

Kelvinhaugh Pension Services · Export member data for reporting

Feature request for bulk export of member data to CSV for end-of-month reporting. Support logged request and passed to product team for roadmap assessment.

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As at Fri 9 Oct 2026

Feature request for bulk export of member data to CSV for end-of-month reporting. Support logged request and passed to product team for roadmap assessment.

Customer requested bulk export of member data to CSV for end-of-month reports; currently requires manual record-by-record copying. Support logged the request and passed to product team for roadmap assessment. Closed after customer acknowledged. This addresses valid workflow friction; product team will decide prioritisation.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelemail

First response (min)265

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Public reply · Ailsa Dunlop 24 Oct 2024 11:16
Quick question, do you have a bulk export function at all?
created · Ailsa Dunlop 24 Oct 2024 12:00
Hi, I'm looking for a way to export member data to use in our end-of-month reports. At the moment I have to copy records individually, which is time-consuming. Would a CSV export be possible? Thanks, Ailsa
Public reply · Bethan Lister 24 Oct 2024 14:15
Hi Ailsa, just so I've got this right, you need to export member records to CSV. Can you tell me more about the volumes and frequency?
Public reply · Bethan Lister 24 Oct 2024 16:25
Thanks for that. I've picked this up as a feature request and passed it to the product team. They'll assess it against the roadmap.
Status change · Bethan Lister 28 Oct 2024 13:31
Public reply · Ailsa Dunlop 28 Oct 2024 13:42
Great, thanks for handling this. Really appreciate it.
Status change · 1 Nov 2024 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.

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