Exporting a page's answer to a spreadsheet

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Clayhithe Logistics · Exporting a page's answer to a spreadsheet

Callum Rix asked how to export a page's answer to a spreadsheet without retyping the headings. Olivia Grant explained the export setting for all rows, and the ticket closed on 21 Feb 2026.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Callum Rix asked how to export a page's answer to a spreadsheet without retyping the headings. Olivia Grant explained the export setting for all rows, and the ticket closed on 21 Feb 2026.

Problem: Callum Rix asked how to export a page's answer to a spreadsheet without retyping the headings.

Handling: Olivia Grant explained that copies only pick up the rows on screen unless the export setting is changed, and the ticket closed on 21 Feb 2026.

Watch: Olivia offered to look again if the headings still shift, and the record does not show whether they did.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)222

CSAT5

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created · Callum Rix 9 Feb 2026 09:10
Hi, is there a way to export the answer from a page straight into a spreadsheet? I can copy the table, but the headings move about and I'd rather not retype them. Thanks, Callum
Public reply · Callum Rix 9 Feb 2026 09:46
Found the copy option under the table menu, so I'm mostly sorted. It only seems to grab the rows on screen though. Callum
Public reply · Olivia Grant 9 Feb 2026 12:52
Hi Callum, glad you found the copy option. Copying only the rows on screen is a setting in the export options. Set it to all rows before you copy, then paste into your sheet. If the headings still shift, let me know which spreadsheet you're using and I'll take a look. Thanks, Olivia
Status change · Olivia Grant 17 Feb 2026 13:56
Status change · 21 Feb 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