Insights Application - v3.7.0

New Features

Cross Product Reporting in Standard Reports and Analytics 

Cross Product reporting is available in Standard Reports. If the account has multiple data sources and associated standard reports available, then the user can be given access to standard reports of different data sources example: HealthStream Learning Center (HLC) and any other data source with standard report. This access could be given to a new user through Create User functionality or to an existing user through Edit User functionality. The report name in the Standard Reports dropdown shows with the short name of the data source as the prefix to the report name. Example HLC: Assignment Progress where HLC stands for HealthStream Learning Center. 

On the Standard Report menu page, users can view the standard reports grouped by the Data Source. A new data source filter is added for the users to easily and effectively navigate to the standard report of their choice. When a user selects a specific data source filter then the menu page show all the standard report associated with the data source. If the user selects 'All' filter option of the Data Source then all the standard reports associated with the available data source(s) shows up in the menu page.

On the Analytics menu page, users can view the analytics dashboard grouped by the Data Source. A new data source filter is added for the users to easily and effectively navigate to the analytics dashboard of their choice. When a user selects a specific data source filter then the menu page show all the analytics dashboards associated with the data source. If the user selects 'All' filter option of the Data Source then all the analytics dashboard(s) associated with the available data source(s) shows up in the menu page.

A new Data Source column is added in the Accounts table for the HSTM user to easily identify the accounts with multiple data sources. 

Enhancements

Disable/Enable Scheduled Reports

Users can now disable a scheduled standard or custom report. Once disabled, the report can be enabled again to run and execute as per the set schedule. If a report is scheduled then the Disable Report and Enable Report button are available under the Actions menu. If a scheduled report is enabled, then ‘Enable Report’ button is greyed out (disabled) whereas the ‘Disable Report’ button is active for the user to click. If a scheduled report is disabled, then ‘Disable Report’ button is greyed out (disabled) whereas the ‘Enabled Report’ button is active for the user to click. 

Once a scheduled report is disabled, then the Last Run Status column shows ‘Disabled' text for the user to easily identify the disabled report(s). 

New Data Table Design

Users will now see a new table design with existing features like search, column sorting, swapping, pagination and record count. This new table design is cleaner and provides a better user experience. Following table have been updated: 

Custom Reports table: 

Manage Reports tables - Scheduled Reports, Standard Reports, Custom Reports, All Reports

Settings → Data Access Policies table

Settings → Users Table

Settings → Accounts table

Select Account 

Select Data Access Policy