How to build a grocery view and share it

Ticketclosed

Astley Brook Packaging · How to build a grocery view and share it

Chris, new to the grocery side, asked how to build a combined orders and complaints view and share it with buyers. Olivia explained the dashboards builder and Share button. Closed 25 May 2026.

Priority low

made from

What happened

What this says

As at Fri 9 Oct 2026

Chris, new to the grocery side, asked how to build a combined orders and complaints view and share it with buyers. Olivia explained the dashboards builder and Share button. Closed 25 May 2026.

Problem: Chris wanted one grocery view of orders and complaints, and asked whether buyers could see it without full access. Handling: Olivia described the dashboards builder on the Growth plan, the two tiles, and the Share button. She offered a short walkthrough call. First response took 838 minutes. Watch: The evidence does not show whether Chris built the view or accepted the call.

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

AImade from

Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelemail

First response (min)838

CSAT5

Helpdeskmade from

Trail

created · Chris Unsworth 13 May 2026 14:08
Hi, I'm new to the grocery side of the account and I'd like to see orders and complaints for our grocery brands in one place. Can you point me to how to build that? I'd also like to know whether I can share it with the buyers without giving them full access. Thanks, Chris
Public reply · Olivia Grant 14 May 2026 04:06
Hi Chris, thanks for getting in touch. You can build this with the dashboards builder on your Growth plan. Filter to the grocery brands, add orders and complaints as two tiles, then save it. To share, use the Share button and add your buyers by email. They'll see the view without seeing the rest of the account. If it's easier, I'm happy to walk you through it on a short call. Olivia
Status change · Olivia Grant 21 May 2026 10:10
Status change · 25 May 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