Exporting data from worklists
Click the Export button in the upper right corner of the table anytime you want to export your data as a CSV. The file will be downloaded to the Downloads folder on your computer.
The data in your export will match what you're viewing on the worklist within Rivet, meaning:
Columns in your exported CSV will match the order and visibility of columns you've set in for your worklist
If you've applied filters and/or a search to your worklist, then only data matching that filter set and search criteria will be exported
Depending on how you've opted to view your worklist (by line items or claims), rows in your exported CSV will match that selection
When exporting a grouped view of your Denials worklist, a column with the group name will be added to the export
Exporting data and visuals from reports
Exporting a full dashboard
To export a full dashboard from Reports, click the three dot menu to the right of the dashboard's name, and then select how you would like to export the full dashboard (as a PDF or as a zip file of individual chart images).
Exporting an individual chart or table
There are two ways to export data from an individual chart or table:
From the three dot menu on the chart header in a dashboard view
From the three dot menu to the right of the chart's name in the full-page chart editor view
In each case, you'll be offered the option of what specific data you'd like to export and in what form.
