Drill-through & export

Outcome

You can chase any dashboard widget into the underlying list, refine the filter, and export a CSV when the conversation has to happen outside the app.

Prerequisites

Scope	What it lets you do
reports.read.*	View widgets
report.export	Export CSV / PDF

Drill-through

Every widget has a click target:

Widget kind	Drill
Tile (KPI)	Open the list / page that defines the KPI.
Bar / segment	Open list filtered to the bar's bucket.
Time series point	Open list filtered to that time range.
Pie slice	Open list filtered to the slice's category.

The list opens with the dashboard's filters plus the widget's own filter applied. Refine in-place from there.

Export

Lists carry Export CSV and (for some lists) Export PDF:

Action	When
Export CSV	Working data — for spreadsheet analysis or attaching to a payer call.
Export PDF	Presentation — for a meeting or audit packet.

Both write a report.export audit row with actor + filter set + row count.

Steps — export from a drill-through

1. Click the widget. Land on the list.

2. Refine the filter if needed (column toggles, date refinement).

3. Click Export. Pick CSV or PDF. The platform writes a report.export audit row.

4. The file downloads to your browser; for tenants with retention policies, it also writes to the audit-archive bucket.

CSV columns

The default columns mirror the visible list columns; you can toggle columns before exporting via Columns in the toolbar.

Common useful exports:

Use case	List	Columns
Aged-claim push to admin	/claims?balance>0&age>=60	Claim, member, payer, age, balance, status.
Variance pack for payer call	/receivables/:id/exceptions	Claim, expected, posted, delta, CARC list.
Denial cohort for appeals	/denials?carc=CO-15&payer=X	Claim, member, denial date, denied amount, RARC.
Patient AR for collections	/patient-billing/aging?bucket=121+	Member, balance, last statement, contact.

PDF export

For dashboards or detail pages, Export PDF produces a static rendition that mirrors the screen. Useful for:

• Meeting decks.
• Audit packets (with the audit row as proof of provenance).
• Email attachments to non-platform stakeholders.

What you can't export

Item	Why
PHI from a list filtered too broadly	Tenant policy may cap rows.
Audit log	Restricted; ask admin.
Raw 835 segments	Use the Trace tab's per-line export.

Validation

Check	Expected
report.export writes for every export	Yes.
CSV contains the visible columns	Yes.
PDF mirrors the on-screen view	Yes.
Audit row carries the filter set	Yes.

Troubleshooting

Symptom	Cause	Fix
Export greyed	Lack of report.export	Ask admin.
Row count over tenant cap	Cap configured	Narrow filter.
PDF blank	Page didn't render in time	Hard-refresh; try again.
CSV has an extra empty column	Toggleable column was on but hidden	Toggle visible / not in Columns.

Where to next

• 8.1 — Billing dashboards — the widget catalog.
• 9.1 — Glossary — the column meanings.