Our new Dashboard feature is available upon request for the initial launch phase. Please contact your Customer Success Manager if you'd like to schedule implementation with our Services team.

Overview

Downloading feature allows an Administrator to download a Chart as a JPG, PDF, Excel, .csv, or .csv-summary.

User Account Requirements

The user account you use to log into Resolver must have Administrator permission to use the Dashboard Builder.

Navigation

From the Home screen, click the System icon.

System Icon

From the Admin Overview screen, click the Dashboard Builder tile under the Advanced Reporting section.

Dashboard Data Sets Tile

From the Dashboard Builder screen, click a Dashboard Name.

Dashboard Name

Downloading a Chart

From the Dashboard screen, click the More Options icon on a Chart View.

More Options Icon

Click the Download option from the More Options dropdown menu.

Download Option

Select a Download option from the pop-up menu, JPG, PDF, Excel, .csv, or .csv-summary.

Download Options

The .csv-summary includes a summarized version of the Chart, including the Dataset, Chart Name, Filters, etc.

.csv-summary