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Stephanie wanted to create a dashboard with incident trends grouped by home and month but the interface was resetting settings. Connor provided step-by-step guidance on the dashboard builder.

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Current to 14 Oct 26

Stephanie wanted to create a dashboard with incident trends grouped by home and month but the interface was resetting settings. Connor provided step-by-step guidance on the dashboard builder.

Problem: the dashboard builder was resetting Stephanie's grouping settings when she tried to structure home and month dimensions. Handling: Connor walked her through the correct sequence: add a chart, set the metric to count of incidents, then apply groupings. Watch: customer is actively learning the Growth tier dashboard feature, showing product investment.

AI · claude-haiku-4-5-20251001 · 14 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)213

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public_reply · Stephanie Lowes 26 Nov 2025 11:24
Hi, I'm trying to set up a report that shows all incidents by home and by month. I want to build a dashboard but I'm not sure how to structure the data groupings. Is there a template I can use?
created · Stephanie Lowes 26 Nov 2025 14:57
I'm trying to create a dashboard that shows incident trends across our homes over time. I need to group data by home and then by month to see patterns. When I tried to build this, the interface seemed to reset my settings. Can you walk me through how to do this, or is there a template I can start from? Thanks, Stephanie
public_reply · Connor Webb 26 Nov 2025 18:30
Hi Stephanie, Great question. In the dashboard builder, create a chart with Home as the primary group and Date as the secondary. Start by adding a chart, set the metric to Count of Incidents, then use the grouping controls. I've sent you a link to our dashboard guide with a step-by-step walkthrough. Give it a try and let me know if you need any more help. Connor
status_change · Connor Webb 4 Dec 2025 17:36
status_change · 8 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. Built by site/build_site.py from the site tree, 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. Type a question, or pick one of the examples.

Search finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Glass Claude Project, where Claude answers from the same data using the B-Glass tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

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Data	Records
Organisations	225
People at customers	862
BG-Demo staff	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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