Need fee history for one employer before a review meeting

Ticketclosed

Duddingston Payroll · Need fee history for one employer before a review meeting

Euan Drummond asked how to export one employer's fee history before a review meeting. Kate Ormerod pointed him to the export on the fee summary, and he confirmed the totals matched finance.

Priority high

made from

What happened

What this says

As at Fri 9 Oct 2026

Euan Drummond asked how to export one employer's fee history before a review meeting. Kate Ormerod pointed him to the export on the fee summary, and he confirmed the totals matched finance.

Problem: Euan could see the fee figures but could not pull them out as a file, and the client manager needed them for a meeting later that week.

Handling: Kate explained the export option on the fee summary, with date range and file type, and offered to check the role if the button was greyed out.

Watch: The ticket was solved on 5 Mar 2026 and closed on 9 Mar 2026. The record does not show the export being needed again.

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

AImade from

Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelemail

First response (min)42

CSAT4

Helpdeskmade from

Trail

created · Euan Drummond 3 Mar 2026 08:10
Morning, I hope you're well. We have a review meeting with one of the bigger employers later this week and the client manager needs their fee history for the last year in one export. I can see the fee figures on the page but I can't work out how to pull them out as a file. Is there a quick way to do that today? It's quite time sensitive, so I'd appreciate a reply as soon as you can. Thanks, Euan
Public reply · Kate Ormerod 3 Mar 2026 08:52
Morning Euan, thanks for getting in touch so early. Yes, you can export the fee history from the employer view. Use the export option on the fee summary, pick the date range you need and choose the file type. If the export button is greyed out, let me know which role you're logged in with and I'll check straight away. Kate
Public reply · Euan Drummond 5 Mar 2026 16:53
Hi Kate, the export worked and the totals match what finance has. Thanks for the quick help, it saved us a lot of time. Euan
Status change · Kate Ormerod 5 Mar 2026 17:45
Status change · 9 Mar 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