Feature request: Scheduled reports

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Kilcolgan Payments · Feature request: Scheduled reports

Customer requested automated scheduled reports to email (weekly collections summary). Kate confirmed it is on the roadmap but not committed. Customer engaged and interested.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Customer requested automated scheduled reports to email (weekly collections summary). Kate confirmed it is on the roadmap but not committed. Customer engaged and interested.

Problem: Eoin asked for ability to schedule reports to email automatically, saving his team from manual weekly pulls. Handling: Kate acknowledged the request as a feature on the roadmap, committed to including his use case in the product brief, and set expectations on timing. Watch: Slow first response (780 minutes) on a low-priority feature request. The request signals engagement and shows customer sees additional value in the brain.

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

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Details

Updated 9 Oct 26

Prioritylow

Statussolved

Categoryfeature_request

Channelweb

First response (min)780

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created · Eoin Hegarty 2 Oct 2026 09:38
Would it be possible to schedule reports to email automatically - say, a weekly collections summary? Right now we have to remember to pull it manually.
Public reply · Kate Ormerod 2 Oct 2026 22:38
Hi Eoin, thanks for the suggestion. Scheduled reports is a feature request we've had from a few customers - it's on the roadmap but not committed yet. I'll make sure your use case is included in the brief. We'll keep you posted on timing.
Public reply · Eoin Hegarty 6 Oct 2026 13:13
Great, thanks. That would save us a lot of time.
Status change · Kate Ormerod 7 Oct 2026 13:01

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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

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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.

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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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