Export dashboards to PDF or Excel

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Leiekant Accountants · Export dashboards to PDF or Excel

Jens requested the ability to export dashboards to PDF or Excel files for partners without login access. Olivia offered workarounds and logged the feature request.

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What happened

What this says

Current to 14 Oct 26

Jens requested the ability to export dashboards to PDF or Excel files for partners without login access. Olivia offered workarounds and logged the feature request.

Problem: Customer manually compiles dashboard reports for external partners; export feature not available.

Handling: Support provided two workarounds: browser print-to-PDF for layout and query editor data export for Excel-like results. Logged request with product team for future release.

Watch: Common feature request; monitor release status.

AI · claude-haiku-4-5-20251001 · 14 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)193

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created · Jens Maes 17 Jun 2026 10:33
Is there a way to export dashboards as a PDF or Excel file? We have partners who need quarterly reports but don't have login access. Currently I'm having to screenshot everything and compile it manually.
public_reply · Olivia Grant 17 Jun 2026 13:46
Hi Jens, that's a great idea and one we're looking at for a future release. For now, you can use your browser's print-to-PDF feature on the dashboard and it captures the layout well. For Excel exports, pull the underlying data from the query editor. I'll make sure this is logged with our product team.
status_change · Olivia Grant 19 Jun 2026 14:20
status_change · 23 Jun 2026 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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B-Brain 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 brain 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.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain 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.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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