Forms & Reports
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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.
On this main screen you will see 4 different projects:
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.
You are in project navigation mode when you first log in, and this allows you to navigate through the projects, reports and dashboards.
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.
There are three different types of controls that you will see in a dashboard:
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.
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.
Insights allows you to save, select and manage a desired set of filters using Custom View:
Saving a custom view allows a user to:
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.
Once completed, click Done.
Insights allows you to export data in a variety of formats. There are two different types of data exports:
When you have entered in the correct details, click on the Download button, and then the Download button in the next popup.
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.
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.
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.