Feature request: custom report builder

Ticketclosed

Kilcolgan Payments · Feature request: custom report builder

Clodagh Fitzgerald asked for a custom report builder on top of the brain data. Bethan Lister said more reporting features were in progress and pointed to dashboards, search and export for now. Closed 30 Jan 2026.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Clodagh Fitzgerald asked for a custom report builder on top of the brain data. Bethan Lister said more reporting features were in progress and pointed to dashboards, search and export for now. Closed 30 Jan 2026.

Problem: the customer wanted to build custom reports without exporting everything.

Handling: Bethan Lister replied within 270 minutes, said more reporting features were in progress for the coming months, pointed to dashboards, search and export for now, and said the request would be noted.

Watch: The record gives no committed date and does not show the request was logged against a product item. The dashboards builder sits in the Growth tier, so a plan review may be relevant.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)270

CSAT5

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Trail

created · Clodagh Fitzgerald 21 Jan 2026 14:05
It would be really useful if we could build custom reports on top of the brain data without needing to export everything. Do you have plans for a report builder?
Public reply · Bethan Lister 21 Jan 2026 18:35
Hi Clodagh, thanks for that suggestion. We're working on more reporting features in the coming months. For now, the dashboards give you a lot of flexibility, you can query data through search and export the results. I'll make sure your feature request gets noted. Thanks, Bethan
Status change · Bethan Lister 26 Jan 2026 17:31
Status change · 30 Jan 2026 23:59

Helpdeskmade from

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.

Help