Exporting most used searches for a monthly report

Ticketclosed

Hepscott Recruitment · Exporting most used searches for a monthly report

Chantelle Errington asked how to export a list of consultants' most used searches for a monthly report. Olivia Grant asked which format would suit, and the ticket was closed on 19 Apr 2025.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Chantelle Errington asked how to export a list of consultants' most used searches for a monthly report. Olivia Grant asked which format would suit, and the ticket was closed on 19 Apr 2025.

Problem: Chantelle Errington wanted a monthly list of the searches consultants use most, to take to a regular meeting.

Handling: Olivia Grant said she would check the steps and asked which format would suit the meeting. The record does not show the steps being sent or the format chosen.

Watch: The first response took 702 minutes. The service level for this tier is not in the record, so the response time is not judged against one.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelweb

First response (min)702

CSAT5

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created · Chantelle Errington 9 Apr 2025 15:11
Hi there, just a quick one: how do we export a list of our consultants' most used searches for the monthly meeting? Thanks in advance, Chantelle
Public reply · Olivia Grant 10 Apr 2025 02:53
Hi Chantelle, thanks for your message. Just so I've got this right, you'd like a list of the most used searches for a monthly report? I'll check the steps for this and send them across. Could you let me know which format would suit your meeting best? Thanks, Olivia
Status change · Olivia Grant 15 Apr 2025 10:31
Status change · 19 Apr 2025 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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