Quarterly review pack headings

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Ovenden Software · Quarterly review pack headings

Aaron Crowther asked for the quarterly review pack to use the headings of the old report. The layout is fixed for now; BG-Demo noted the headings and asked for a sample of the old report.

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What happened

What this says

As at Fri 9 Oct 2026

Aaron Crowther asked for the quarterly review pack to use the headings of the old report. The layout is fixed for now; BG-Demo noted the headings and asked for a sample of the old report.

Problem: Aaron Crowther wanted the quarterly review pack to show the same headings as the old report, which the leadership team liked.

Handling: Bethan Lister said the layout was fixed for now, noted the headings, and asked for a sample of the old report for the product team. Aaron said he would send one today, and the record does not show that it arrived.

Watch: Reformatting the pack each quarter is a cost to the customer, so the request is a value point. The record does not show the product team's response.

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)758

CSAT4

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created · Aaron Crowther 12 Mar 2025 14:30
Is it possible to make the quarterly review pack show the same headings as our old report? Our leadership team likes the layout and it would save us reformatting every quarter. Aaron
Public reply · Bethan Lister 13 Mar 2025 03:08
Hi Aaron, thanks for the request. The quarterly review pack layout is fixed for now, but I've noted the headings you want. Would you mind sending a sample of the old report so the product team can see it? Thanks, Bethan
Public reply · Aaron Crowther 14 Mar 2025 12:15
Hi Bethan, of course. I'll send a sample across today. Thanks, Aaron
Status change · Bethan Lister 14 Mar 2025 15:36
Status change · 18 Mar 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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