Updated Articles

  1. Export a Report

    Last Updated: 05/28/2025 in Resolver Administrator Guide Admin Overview Views Data Visualizations Reports
    Information and instructions on exporting your to PDFs, Word documents, or Excel spreadsheets.

  2. Uploading a Report Template

    Last Updated: 05/28/2025 in Resolver Administrator Guide Admin Overview Views Data Visualizations Templated Reports
    Overview After  creating a report template using Microsoft Word, Administrators must upload the template into their Org to verify the file.  User Account Requirements The user must have Administrator permissions to confi...

  3. Creating a Report Template

    Last Updated: 05/28/2025 in Resolver Administrator Guide Admin Overview Views Data Visualizations Templated Reports
    Overview To use the Templated Reports feature in Resolver, an Administrator must create and upload a report template from Microsoft Word using template placeholders. A template placeholder is a pre-formatted area or field that serves as a tem...

  4. Templated Reports Overview

    Last Updated: 05/28/2025 in Resolver Administrator Guide Admin Overview Views Data Visualizations Templated Reports
    Overview The T emplated Reports feature is a powerful new export option that enables Orgs to generate highly customized Microsoft Word documents directly from their Resolver report data. With this feature, users can match corporate...

  5. Add a Table to a Report

    Last Updated: 05/28/2025 in Resolver Administrator Guide Admin Overview Views Data Visualizations Reports Report Elements
    Learn what table reports are and how to create them in Resolver Core.

  6. Starring Items on the Home Screen

    Last Updated: 05/28/2025 in Resolver Administrator Guide Miscellaneous Topics Starring and Pinning Items
    About starring a report in Resolver Core, which will then add it as a tab in your nav bar for easy access.

  7. Downloading an Attachment File

    Last Updated: 05/28/2025 in Resolver Administrator Guide Admin Overview Tools Document Management
    Overview Users can download attachment files from forms in Resolver.  Related Information/Setup For more information on editing an attachment file, please see the Editing an Attachment Using Microsoft Office Web Applicatio...

  8. Reassigning Data

    Last Updated: 05/28/2025 in Resolver Administrator Guide Admin Overview Tools
    Overview Administrators can reassign multiple objects at a time from one user to another user with the same role by importing a spreadsheet with all the necessary information into Resolver.  User Account Requirements  The user must have A...

  9. Confidential Portal Overview

    Last Updated: 05/28/2025 in Incident Management User Guide The Confidential Portal in Incident Management
    An overview of the Confidential Portal in Resolver Core.

  10. Add a Pull Data Values Action to a Transition

    Last Updated: 05/28/2025 in Resolver Administrator Guide Admin Overview Data Model Object Types Workflows Actions on Transitions
    How to use the Pull Data Values action on a workflow transition to copy fields and relationships over from another object.
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