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Report User Guide

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This guide is meant for the end-users of a report and describes in detail the various controls and how they work and interact with the report. This is not an extensive list, however as more controls are added to reports, this list will extend.

Logging In

Navigate to ISA Insights at On this screen you will be able to enter in your username and password.

After logging in you will see a screen similar to this:

Folder Structure

On this main screen you will see 4 different projects:
ISA Managed:

  • Insights Data Sources
  • Insights Reports

User Managed:

  • My Data Sources
  • My Reports

Each project is designed to hold a specific set of information, so that it is easy to navigate throughout Insights.

The first two projects are Insights Data Sources and Insights Reports. ISA Healthcare manages, curates, authors and maintains all content in these two projects.

The second two projects are My Data Sources and My Reports. These projects are provided so that you can create and manage your own data sources and reports using an Insights Authoring licence.

These projects are also split up into Data Sources and Reports. This is to help you differentiate in the uses of the projects. The Data Sources projects are designed to contain the data sources. The Reports projects hold the reports.

Data Sources represent the data from various sources, including the MMEx database.

Reports represent how you visualise the data. Reports will connect to one or more data sources to get the required data, and will present it to you in a meaningful way through views (commonly described as dashboards).

Navigation within Insights is broken down into two types, depending on where you currently are in Insights.

Project Navigation

You are in project navigation mode when you first log in, and this allows you to navigate through the projects, reports and dashboards.

To navigate through the projects, just hover over the project you would like to open and click on the View button:

From here you will be able to navigate to a report by hovering over a report and clicking the View button.

Next you will be able to select from any of the dashboards within that report to view:

Report Navigation

If you followed the above steps you should be looking at a report which may look similar to this:

At the top you will see two ways to navigate:

At the top you have the breadcrumbs, which will allow you to navigate back home. It will show you the current project, report and dashboard that you are currently in, with links to return to any of those screens.

The tabs at the top of the dashboard will allow you to navigate within the report. When there are multiple dashboards, all of them will appear in the tabs at the top. Click on a tab will navigate to that dashboard.

Common Dashboard Controls

There are three different types of controls that you will see in a dashboard:

  • Single Select Dropdown
  • Multi Select Dropdown
  • Range Selector

Single Select Dropdown

These will look like a regular drop down and will allow you to select one value from a list:

Multi Select Dropdown

These also look like an ordinary drop down box, however there is an addition of checkboxes as well as a search bar at the top of the drop down. The search bar will enable you to narrow down the values that you want to filter, especially when the drop down list contains 10's to 100's of values.

Range Select

These filters look like bars with two ends. These ends can be manually dragged to filter the view. Clicking on the values at either end of the bar will enable you to manually enter a number/date for more precision. In the case that you are filtering on a range of dates, when you click on either end, a date picker will appear.

Custom View

Insights allows you to save, select and manage a desired set of filters using Custom View:

  • Save a custom view
  • Select a different custom view
  • Manage custom views

Saving a custom view allows a user to:

  1. Easily select a predetermined set of filters without requiring to change filters one by one; and
  2. Use the Custom View in the Insights Report Scheduler – targeting the right report to the right recipient(s).

Save a Custom View

To save a Custom View of a sheet, select the desired filters, amend sorting, zoom in or out of visualisations, or make any other modifications.
Click on Original View to display the Custom View window.
Input a name for the custom view you are creating, select whether the custom view should be the default and if it should be made public by selecting the check-boxes.

Click Save once complete.

Select a different custom view

To select a different a custom view, select View in the toolbar. The view currently selected will display with a grey colour.
Select another view to run and display the report.

Manage custom views

To manage a custom view, select View in the toolbar and then click Manage in the lower right corner of the window.

  • Select the pencil icon to rename the view.
  • Select the bin icon to delete the view.
  • Select the eye icon to switch the view between public and private mode.

Once completed, click Done.

Report Exports

Insights allows you to export data in a variety of formats. There are two different types of data exports:

  • Static Images: This will be either an image or a PDF export.
  • Data Extract: This will be a CSV file that can be opened up in a program like Microsoft Excel.

Static Image Exports

This will provide you with a printed view of the report. To do this, open up a dashboard and in the top right click on the Download button. You will be provided with a list of options:

The Image option will allow you to “print” the dashboard to an image file (PNG). When you select this, a popup will appear. Click on the Download button to get the image file.

The PDF option will allow you to “print” the dashboard to a PDF file. A popup will appear allowing you to select the print options for the PDF.

When you have entered in the correct details, click on the Download button, and then the Download button in the next popup.

Data Extract Exports

In the download menu the Data and Crosstab options are used to perform a data extract. You will notice in the previous that both the Data and Crosstab options are disabled.

To enable these options, we need to tell Insights where to pull the information from. For example in this Referrals Data Extract Dashboard we have the current layout:

I would like to pull information from the table in the middle right. To do this I am going to select any part of the table, and then click on the same part to deselect.
By selecting I am choosing a value to export, and by deselecting I am telling Insights that I would actually like all of the data in that table.

You will now see that the Data and Crosstab options are enabled:

The Data option will open a popup. This popup will contain all of the data that is a part of the table. As you can see there are many more columns in this set of data than there are in the original table. Clicking on the Download all rows as a text file link will allow you to download all the data in a format that can be opened up by programs like Microsoft Excel.

The Crosstab option will open a popup that will enable you to download the crosstab version of the data. When the popup opens up click on the Download button to obtain the file:

manual/isainsights/report_user_guide.txt · Last modified: 2018/05/25 03:39 by sarahb