Allow exporting the accounts view (Customer analytics) to a file.
Motivation
There's some complexity in the warehouse with how a CSM's accounts are represented, some days Claude will assert I have half the accounts I do. I added a .md file to ~/.claude/references to mitigate this, but it would save a lot of point and click for folks.
Proposal
Add an export action to the accounts view that downloads the current view — respecting active filters and configured columns — to a file (e.g. CSV).
Allow exporting the accounts view (Customer analytics) to a file.
Motivation
There's some complexity in the warehouse with how a CSM's accounts are represented, some days Claude will assert I have half the accounts I do. I added a
.mdfile to~/.claude/referencesto mitigate this, but it would save a lot of point and click for folks.Proposal
Add an export action to the accounts view that downloads the current view — respecting active filters and configured columns — to a file (e.g. CSV).