How do I export data from a dashboard?

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Merriott Lyle Distribution · How do I export data from a dashboard?

Neil asked how to export dashboard data as a spreadsheet for monthly regional director reports. Olivia explained the three-dot menu Export CSV option, resolving the how-to question.

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As at Fri 9 Oct 2026

Neil asked how to export dashboard data as a spreadsheet for monthly regional director reports. Olivia explained the three-dot menu Export CSV option, resolving the how-to question.

Problem: Neil had built a dashboard showing top accounts by revenue and wanted to export the data as a spreadsheet to send to regional directors monthly.

Handling: Olivia provided the feature location: the three-dot menu in the top right of the dashboard contains an Export CSV option. This was a straightforward feature discovery issue.

Watch: The fact that Neil was building and using dashboards for reporting is a positive adoption signal. This suggests Merriott Lyle is moving from manual reporting processes to the brain's capabilities.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelweb

First response (min)750

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created · Neil Ashworth 28 Apr 2025 13:25
I've built a dashboard showing top accounts by revenue, and I want to be able to export the data as a spreadsheet to send to the regional directors each month. Is there an export button or do I need to pull the data another way?
Public reply · Olivia Grant 29 Apr 2025 01:55
Hi Neil, dashboards have a download option in the top right. Click the three-dot menu and you'll see an Export CSV option. That will download your current view as a spreadsheet. Thanks, Olivia
Status change · Olivia Grant 8 May 2025 17:08
Status change · 12 May 2025 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

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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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