Request to save and schedule dashboard exports

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Saltdean Hart Insurance Brokers · Request to save and schedule dashboard exports

Customer requested scheduled PDF exports of dashboards to avoid manual screenshots. Bethan offered CSV exports as interim solution, which customer accepted and found sufficient.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Customer requested scheduled PDF exports of dashboards to avoid manual screenshots. Bethan offered CSV exports as interim solution, which customer accepted and found sufficient.

Problem: Customer was manually exporting dashboards to PDF each week for team distribution, seeking automation. Handling: Bethan acknowledged the feature is on the roadmap, offered CSV export as interim workaround, and mentioned the search API as an alternative. Customer confirmed CSV export meets their needs and appreciated visibility into the feature roadmap. Watch: Customer is actively building and distributing dashboards to teams, demonstrating strong adoption.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelweb

First response (min)705

CSAT5

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created · Abi Coombes 4 Mar 2025 15:29
Hi, we'd like to be able to export our dashboards to PDF and schedule them to email to our team weekly. At the moment we're taking screenshots and emailing them manually, which is time-consuming. Can we request this feature?
Public reply · Bethan Lister 5 Mar 2025 03:14
Hi Abi, Thanks for getting in touch. I've picked this up. Just so I've got this right, you're after scheduled PDF exports of your dashboards so the team gets them automatically each week? That's on the roadmap, so I'll make sure the product team knows you're waiting for it. In the meantime, most dashboards export as CSV, would that tide you over for now? Thanks, Bethan
Public reply · Bethan Lister 6 Mar 2025 12:59
One more thing, you can also pull data into a spreadsheet or Slack via the search API if that helps in the meantime. Happy to point you to the docs if you'd like. Thanks, Bethan
Public reply · Abi Coombes 6 Mar 2025 14:14
Thanks Bethan. The CSV export works well for us. And I appreciate you flagging the PDF scheduled exports, that'll be really useful when you get to it. Cheers.
Status change · Bethan Lister 6 Mar 2025 16:52
Status change · 10 Mar 2025 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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