CBI Reports Training

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1 CBI Reports Training

2 Agenda BusinessObjects WebI 101 Access Navigation Features & Usage CBI Reports & Dashboards Available Data & Restrictions Other Important Items 2

3 BusinessObjects Web Intelligence Quick Start Guide 3

4 Access Logging Into The CBI Portal What do I need to access the portal? 4

5 Your Internet browser Internet Explorer Chrome Mozilla Firefox Etc. 5

6 Where do I go? Is there a link? 6

7 I got to the site. How do I get in? What do I need to access the portal? Login and Password System: DATISREPORT3:6400 7

8 Navigation How to Get Around I've logged on successfully. Now, where am I? Home Page 8

9 Home Page How do I get to the reports and dashboards? 1. Select DOCUMENTS Tab 2. Select FOLDERS 3. Select CBI HSP Reports" Folder to see all your reports. 9

10 Report Codes CC Clinical Counts DA Date Analysis DQ Data Quality EXAMPLE: CC Clinical Counts 01 first report H HSP report 10

11 Features What is Available? Reports and Dashboards What s the difference? Dashboards More interactive and visual Better for overview of your data BusinessObjects dashboards will only work if a current version of Adobe Flash player is installed Reports Better for deeper analysis of your data Where you will spend most of your time 11

12 New Folder Tab for Current Report Reports Top Bar Features Print Find Export Undo & Redo Drill Filter Bar (Add Simple Report Filters) Help Side Bar Features Navigation Map Input Controls User Prompt Input 12

13 Report Content Graphs & Charts Filtering Data to your Report 3 Ways to Filter: Prompts Input Controls Simple Filters (do after Input Control changes) 13

14 Drill Capability Drilling allows you to dive deeper into the data within the hierarchies available in each dimension (such as Sector, Age Group, Gender) Example of Drilling Down Sector -> Functional Centre -> Client 14

15 Report Tabs Where available, the different report tabs allow you to view your data through the lens of different dimensions. 15

16 CBI Reports & Dashboards Report Families Clinical Counts Date Analysis Data Quality 16

17 Clinical Counts CC01H Clinical Counts Report CC02H - Active Client Length of Stay Report CC03H High Service Users Dashboard CC04H Client Journey Dashboard CC05H - High Service Users Report 17

18 CC01H Clinical Counts Report This report series will display analysis of clinical metrics showing active, discharged or total clients by unique client and by services rendered. 18

19 CC02H - Active Client Length of Stay Report This report counts days since Admission Date to a pre-defined date for active clients (i.e. admitted but without a Discharge Date). 19

20 CC03H High Service Users Dashboard This dashboard displays the clients who have used the greatest number of services in your HSP 20

21 CC04H Client Journey Dashboard This dashboard displays for an individual client, their entire service history or Client Journey, with details for their Functional Centre activity in a colour coded graph 21

22 CC05H - High Service Users Report This report lists the clients who have used the most services in your HSP and displays the Functional Centres utilized 22

23 Date Analysis DA01H Key Service Date Analysis Report DA02H - Wait and Service Times Dashboard DA03H Clients Served Dashboard DA04H Service Activity Dashboard 23

24 DA01H Key Service Date Analysis Report This report series displays the time segments for the key service events. This is the average number of days between Referral date, Admission date, Initial Service date, and Discharged dates. Comparisons will be made against the LHIN averages. 24

25 DA02H - Wait and Service Times Dashboard This dashboard displays the average number of days between Referral date, Admission date, Initial Service date, and Discharge date for each Sector. The user can select which Calendar Year, Quarter and Sector to display. 25

26 DA03H Clients Served Dashboard This dashboard displays the active clients serviced in your HSP. The user can select which Calendar Year and Quarter to display. Data is displayed for each Sector. Month-To-Date and Year-To-Date data is also displayed. 26

27 DA04H Service Activity Dashboard This dashboard displays counts of admitted and discharged clients in your HSP. The user can select which Sector to display. Month-To-Date and Year-To- Date data is also displayed. 27

28 Data Quality DQ01H Healthcard Number Validity Report DQ02H - Data Quality Over Time Report DQ03H Detailed Data Quality Report DQ04H Data Quality Dashboard Note: Individual data elements are scored 0, 1 or 2. The composite values of these scores are what you see in the Data Quality reports. 28

29 DQ01H Healthcard Number Validity Report This report displays for each sector, counts of clients with or without or with partial Healthcard numbers within a specified date period. 29

30 DQ02H - Data Quality Over Time Report This report will display the data quality or completeness for all pre-determined key data fields, over time, within a specified date period. 30

31 DQ03H Detailed Data Quality Report This report will display the data quality or completeness of each key data field, within a specified date period 31

32 DQ04H Data Quality Dashboard This dashboard graphically presents the data in the Data Quality reports, namely Data Quality Over Time (DQ02H) and Detailed Data Quality (DQ03H), for your HSP 32

33 The Data What data is in the CBI DataMart? Dimensions Service Activity Data Quality Scores What data is NOT in the CBI DataMart? Personal Health Information 33

34 Restrictions Question... Do I have access to all the data in the CBI DataMart? Answer... No You will only see data for your HSP You will see LHIN Averages 34

35 Updates to the DataMart Updates to the DataMart Does the DataMart ever change? If so, when and how often? Yes, new HSP data is loaded into the DataMart on a nightly basis. The updated data will be reflected in the reports the next day. 35

36 HELP! I have a question. Where can I find help? Report Help Tab Online Manual CBI Support: CBISUPPORT@RECONNECT.ON.CA 36

37 New Reports and Updated Reports How do I find out about What's New"? Important News will be sent out by . It will include: Information about new reports Updates to current reports Other information that may be useful to usersnnect.on.ca 37

38 Thank-you 38

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