Export search results to Excel

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Thackwray Logistics · Export search results to Excel

Customer asked about exporting search results to Excel for external analysis. Support confirmed CSV export available and explained calculated fields are included.

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What happened

What this says

As at Fri 9 Oct 2026

Customer asked about exporting search results to Excel for external analysis. Support confirmed CSV export available and explained calculated fields are included.

Inquiry: Josh Pearce asked about exporting search results for analysis in external tools. Handling: Olivia Grant responded within 77 minutes. Confirmed CSV export feature exists in search interface. Customer asked about calculated fields; support explained they are included and sent documentation link. Watch: Customer satisfied with feature and response.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)77

CSAT4

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created · Josh Pearce 2 Jun 2026 12:55
Is there a way to export search results directly to Excel? Our client managers want to pull data out of the brain into their own analysis tools rather than working from the dashboards.
Public reply · Olivia Grant 2 Jun 2026 14:12
Good question, Josh. We do have an export feature built into the search interface - you should see an option to download results as CSV. Are you seeing that in your interface?
Public reply · Josh Pearce 3 Jun 2026 11:01
Found it, thanks! One more thing though: does the export include the calculated fields from our queries, or only the raw source data?
Public reply · Olivia Grant 4 Jun 2026 12:53
Great question. Exports include any calculated fields you've defined in your saved queries. I'll send you a link to our guide on customising exports - that covers what you can include and how to set it up.
Status change · Olivia Grant 4 Jun 2026 15:59
Public reply · Josh Pearce 4 Jun 2026 16:28
Perfect, that's exactly what we need. Cheers for the quick help.
Status change · 8 Jun 2026 23:59

Helpdeskmade from

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.

Help