CBI Reports Training

• BusinessObjects WebI 101 • Access

• Navigation

• Features & Usage

• CBI Reports & Dashboards • Available Data & Restrictions • Other Important Items

Agenda

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BusinessObjects Web

Intelligence

Access

• Logging Into The CBI Portal

• What do I need to access the portal?

Your Internet browser

Where do I go? Is there a link?

https://boreport.client-data-system.ca:8443/BOE/BI/logon/start.do

I got to the site. How do I get

in?

• What do I need to access the portal? • Login and Password

• System: DATISREPORT3:6400

Navigation

• How to Get Around

• I've logged on successfully. Now, where am I?

• Home Page

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.

Report Codes

• CC – Clinical Counts • DA – Date Analysis • DQ – Data Quality

EXAMPLE: “CC” – Clinical Counts “01” – first report

“H” – HSP report

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

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

Report Content

• Graphs & Charts

• Filtering Data to your Report

• 3 Ways to Filter:

– Prompts

– Input Controls

– Simple Filters (do after Input Control changes)

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

Report Tabs

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

CBI Reports & Dashboards

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

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.

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).

CC03H – High Service Users

Dashboard

• This dashboard displays the clients who have used the greatest number of

services in your HSP

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

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

Date Analysis

• DA01H – Key Service Date Analysis Report

• DA02H - Wait and Service Times Dashboard

• DA03H – Clients Served Dashboard • DA04H – Service Activity Dashboard

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.

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.

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.

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.

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.

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.

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.

DQ03H – Detailed Data

Quality Report

• This report will display the data quality or completeness of each key data field, within a specified date period

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

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

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

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.

HELP!

• I have a question. Where can I find help?

• Report Help Tab • Online Manual

• Email CBI Support:

[email protected]

New Reports and Updated

Reports

• How do I find out about “What's New"? • Important News will be sent out by

email.

• It will include:

• Information about new reports • Updates to current reports

• Other information that may be useful to usersNNECT.ON.CA

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