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Stephen Smith
stephen.smith@healthstream.com
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Data Access Policy Guide
Published October 10th, 2024 by Stephen Smith
Note: Users who have been given the Insights Administrator Role in the HealthStream System automatically have their Insights data access mirror their access in the HealthStream System. Learn More about Adding and Managing Users here . Data Access Policies are only required for manually created users in Insights (any user created when you click the “
Report Management
Published February 3rd, 2025 by Stephen Smith
Running A Saved Report on Demand Saved custom reports and scheduled standard reports can be run on demand from the report management page. To run a saved report: 1. Select the Manage Reports navigation tab to open the Manage Reports page, which displays your saved custom reports and scheduled standard reports. There are several tabs to help you loca
Why Does My Assignment Progress Report Show Different Numbers Than the HealthStream System Report?
Published February 3rd, 2025 by Stephen Smith
The Assignment Progress Report in Insights was modeled after the Assignment Completion - Schedulable report in the HealthStream System. The Insights report calculates a user's completion status using the same logic used for the Assignment Completion - Schedulable report in the HealthStream System. While the logic is the same, you may still see some
Adding and Managing Users
Published April 11th, 2024 by Stephen Smith
Adding and Managing Users Insights allows you to add users by two different methods, depending on who the user is. If the user exists as a HealthStream System Administrator: Reference “Adding and Managing HealthStream System Administrators” If the user does not exist as a HealthStream System Administrator: Reference “Adding and Managing Manual Users
Insights Release Notes - May 12, 2025
Published April 28th, 2025 by Stephen Smith
Insights Application - v3.6.1 New Feature Assignment Progress Report - Configure by Course(s) The Assignment Progress Report can now be configured to report on a course(s). A new “Courses” option is now available as a Report Configuration option in addition to Assignments, Student Groups, and Students. If Courses is selected the user will be take
Bulk Editing User Permissions
Published March 21st, 2025 by Stephen Smith
Bulk Editing Bulk editing allows you to update multiple users' permissions simultaneously. IMPORTANT: Bulk editing is a serious action that cannot be reversed. The selections made will OVERWRITE the users' existing permissions. To bulk edit user permissions, navigate to Settings → Users. On the Users page, select more than one user to expose the “Bu
Frequently Asked Questions
Published April 17th, 2024 by Stephen Smith
General What is Insights? Insights is a brand-new reporting application built from the ground up to improve the reporting we provide customers. Some features of Insights include: More Frequent Data Updates: HealthStream System report data updates once every 24 hours. Insights data currently refreshes every 3 hours. Run Larger Reports: Insights' mo
SFTP Delivery and Access
Published February 3rd, 2025 by Stephen Smith
Insights provides a dedicated SFTP server that can be used as an additional delivery mechanism for your scheduled Standard Reports and Custom Reports. Connections to the server allow read-only access to the same Standard Reports and Custom Reports accessible in the Insights application. Access to the SFTP server is provided using public key authenti
HealthStream System Report to Insights Report Crosswalk
Published April 16th, 2024 by Stephen Smith
HealthStream System Report to Insights Report Crosswalk The table below displays the Insights report that will be replacing each HealthStream System report. HealthStream System Report Insights Report Assignment Completion - Schedulable Assignment Progress Assignment Completion - Drill-Through Assignment Progress Delinquent/Past Due - Drill-Through A
Scheduling a Standard Report
Published February 3rd, 2025 by Stephen Smith
To schedule a standard report to run automatically: 1. Create and run a standard report 2. From the report summary page, select the More button to open a list of options. 3. Select the Schedule Report option to open a Schedule Report window. 4. Type a name for the report in the Name box. This is how the report will appear on the Manage Reports page.
New To Insights? Start Here
Published August 16th, 2024 by Stephen Smith
Welcome! This guide provides some essential information to help you get started with Insights. Navigate to the Main Page of our Help section here where you will find additional Insights guides around Standard Reports, Custom Reports, Scheduling reports, Managing Users, etc. What is Insights? Insights is HealthStream's new centralized reporting hub
Running the Assignment Progress Report
Published February 3rd, 2025 by Stephen Smith
To run the Assignment Progress report: 1. Select Standard Reports in the top navigation menu to open the Standard Reports page. 2. Select Assignment Progress to open the Report Configuration dialog. 3. Select the data that you want to appear on the report: assignments, student groups, or students. After you select a data set, the report filter page
Creating Custom Reports
Published February 3rd, 2025 by Stephen Smith
To create a custom report: 1. Select Custom Reports to open the Custom Reports page. 2. Select Create Custom Report to open the Report Builder. 3. In the What datasets would you like to include in the report? section, select the datasets that you want to include on the report. You can select multiple datasets; sometimes selecting a dataset will make
Editing a Custom Report
Published February 3rd, 2025 by Stephen Smith
You can edit an existing custom report. To edit a custom report: 1. Select Custom Reports in the top navigation menu to open the Custom Reports page. 2. Locate the report that you want to edit. 3. Select the report's Actions column to display a list of options. 4. Select the Edit Report option to open the report builder. 5. Make any necessary edits.
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