How to generate compliance report?

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Hollowmere Care Group · How to generate compliance report?

Customer needed compliance report by next day for audit. BG-Demo provided quick search and export solution with walkthrough offer. Customer accepted immediate call.

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As at Fri 9 Oct 2026

Customer needed compliance report by next day for audit. BG-Demo provided quick search and export solution with walkthrough offer. Customer accepted immediate call.

Josh needed to generate an incidents report by home with severity levels for a compliance audit the next morning. Bethan provided a quick solution: filter by home and severity using search, then export results. Josh accepted the call immediately, suggesting the solution met his deadline needs.

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

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Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)149

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created · Josh Fairburn 16 Jun 2026 09:07
Hi, we're doing a compliance audit tomorrow and I need to be able to generate a report showing all incidents by home with severity levels. Is there a quick way to do this, or do I need to ask one of our Analysts to build a dashboard? Need this fairly urgently. Cheers.
Public reply · Bethan Lister 16 Jun 2026 11:36
Just so I've got this right, you need an incidents report by home with severity for an audit tomorrow? The quickest way is to use the search to filter by home and severity, then export the results. I can walk you through that in about five minutes. You free for a quick call?
Public reply · Josh Fairburn 16 Jun 2026 14:14
That would be brilliant. Can I call you now?
Status change · Bethan Lister 23 Jun 2026 17:57
Status change · 27 Jun 2026 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz 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-Viz 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-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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