How to group data by practice in dashboards

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Ellerby Dental Group · How to group data by practice in dashboards

Megan Statham asked how to group complaint data by practice in dashboards. Bethan provided grouping instructions which the customer implemented successfully.

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As at Fri 9 Oct 2026

Megan Statham asked how to group complaint data by practice in dashboards. Bethan provided grouping instructions which the customer implemented successfully.

Problem: Customer needed to segment dashboard data by practice location to enable location-specific complaint analysis. Handling: Bethan provided clear instructions to use the Group By option in the dashboard builder with the practice field. Customer successfully implemented the feature and confirmed it worked well. Watch: Customer is actively building sophisticated dashboards independently, demonstrating strong adoption and value realisation.

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

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Updated 9 Oct 26

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created · Megan Statham 18 Nov 2025 12:27
We're trying to build a dashboard that shows complaints by practice, but we're not sure if we can group the data that way. Is that possible?
Public reply · Bethan Lister 19 Nov 2025 03:11
Can do. Use the Group By option in the builder and select the practice field. That should give you what you need. Have a go and tell me how you get on.
Public reply · Megan Statham 20 Nov 2025 14:24
Perfect, that worked brilliantly. Thanks for the help!
Status change · Bethan Lister 11 Dec 2025 12:08
Status change · 15 Dec 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

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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.

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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.

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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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