Request: export a dashboard as PDF for renewal reviews

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Feldmoching Software · Request: export a dashboard as PDF for renewal reviews

Julia Obermaier asked for a dashboard to export as PDF for renewal reviews. The product team said it is possible but not scheduled, and Julia said a single installer summary page would do.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Julia Obermaier asked for a dashboard to export as PDF for renewal reviews. The product team said it is possible but not scheduled, and Julia said a single installer summary page would do.

Problem: Julia Obermaier asked to export a dashboard as a PDF to attach to renewal reviews without taking screenshots. Kate Ormerod logged the request.

Handling: Kate asked which dashboard Julia would export most often. On 8 Jul 2026 the product team said the export is possible but not scheduled, and Julia said a single page of the installer summary would do.

Watch: Julia described the team's dashboard use as growing, which is a value signal. The request is not an expansion ask, and the ticket closed on 13 Jul 2026.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelemail

First response (min)197

CSAT5

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Trail

Public reply · Julia Obermaier 6 Jul 2026 10:40
Adding this here so it is on record from our call this morning, before I forget the details.
created · Julia Obermaier 6 Jul 2026 10:57
Hi again, this one is a feature request. Our team would love to be able to export a dashboard as a PDF, so we can attach it to renewal reviews without taking screenshots. We are using the dashboards more and more, and this would save a lot of time. Thanks for listening, Julia
Public reply · Kate Ormerod 6 Jul 2026 14:14
Hi Julia, thanks, this is a clear request and the team has logged it. I cannot promise it will land in a particular release, but your use case is now on the list. Could you tell me which dashboard you would export most often? Thanks, Kate
Public reply · Kate Ormerod 8 Jul 2026 15:37
Hi Julia, quick update: our product team has read the request and says it is possible, but it is not scheduled yet. Would a single page be enough, or does the whole dashboard need to be exported?
Status change · Kate Ormerod 9 Jul 2026 12:36
Public reply · Julia Obermaier 9 Jul 2026 14:40
Thanks, Kate. A single page would do for now, really just the installer summary. No rush on this, it is a nice to have. Julia
Status change · 13 Jul 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

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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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