Insights Application - v2.8.0

New Features

Enhancements to the Assignment Progress Report 

Data Table filters applied to a Scheduled Assignment Progress Report

Filters applied in the results data table will be applied in the scheduled report. This allows the user to receive the scheduled report with only the filtered data that is visible in the data table. 

Data Table filters applied to a CSV export of the Assignment Progress Report

Filters applied in the data table will be applied in the .CSV format of the Assignment Progress report upon export. This allows the user to download/export the report with only the filtered data that is visible in the report data table. 

Filter dropdown in Report Configuration Pages/Report Data Table

Filter dropdowns will initially load and display the first 100 records with the capability to dynamically load additional records if more than 100 exist. The user can manually search for a term in the filter dropdown to quickly select multiple options if available. 

Update to “Assignment Due Date” data

"Assignment Due Date" column in the report data table shows the assignment instance due date for the assignment assigned to the student.  Previous application versions showed the assignment's fixed due date.

Update to "Assignment Created By" data 

"Assignment Created By" shows the full name of the admin who created the assignment in the following format: Last Name, First Name Middle Initial

Additional columns added/updated in the database table for “Assignment Created By”

Columns added:

• Created By First Name
  • Column name: User_Assignment_Created_By_First_Name
• Created By Middle Name: 
  • Column Name: User_Assignment_Created_By_Middle_Name
• Created By Last Name: 
  • Column Name: User_Assignment_Created_By_Last_Name
• Created By Full Name (where the data is concatenated as Last Name, First Name Middle Name)  
  • Column Name: User_Assignment_Created_By_Full_Name

Column updated: 

• ASSIGNMENT_CREATEDBY column renamed to User_Assignment_Created_By_ID

Additional columns added/updated in the database table for Assignment Updated By

Columns added:

• Updated By First Name 
  • Column name: User_Assignment_Updated_By_First_Name
• Updated By Middle Name: 
  • Column Name: User_Assignment_Updated_By_Middle_Name
• Updated By Last Name: 
  • Column Name: User_Assignment_Updated_By_Last_Name
• Updated By Full Name (where the data is concatenated as Last Name, First Name Middle Name)
  • Column Name: User_Assignment_Updated_By_Full_Name

Column updated:

• ASSIGNMENT_UPDATEDBY column renamed to User_Assignment_Updated_By_ID

Additional columns added/updated in the database table for Manager Name

Columns added:

• Manager First Name 
  
  • Column name: Manager_First_Name
• Manager Middle Name: 
  • Column Name: Manager_Middle_Name
• Manager Last Name: 
  
  • Column Name: Manager_Last_Name

Column updated: 

• ASSIGNMENT_STUDENT_MANAGER_NAME column renamed to Manager_Full_Name

Enhancement to All Reports

Download link in View Past Report

User can download the last successful execution of a scheduled standard report using the ‘Download’ button available in the ‘Past Report Runs’ window.

"Last Run Date Time" is updated to display the 'Start Date Time' of the report's execution.

User can see the report execution start date time in the “Last Run Date Time” column of the 'All Reports' table for reports with an execution status of ‘Success’ or ‘Failed.’ This provides the time when the scheduled report started to execute. 

Enhancement to User Workflow

Restrict Self-Editing by a User

The ‘Edit’ option will NOT be available for a user to edit their own profile in the Insights application, even if the user has permission to manage users through ‘HSTM Support’ role or ‘Account Admin’ role. The ‘Edit’ option for a user's own profile will NOT be visible to the user in the User table. 

Updating Permission of Existing Users with ‘HSTM Support’ role

User permissions for the ‘HSTM Support’ role can be updated to include or exclude the ability to access and manage accounts.

Enhancement to Email Notification Workflow

Reduce user policy update email notifications

Email notifications for user policy updates have been reduced to avoid users receiving an email notification for every update that is made to their user policy.

Defect Fixes

N/A

Dormant Features

Custom Reports - Enhancement to ‘Account’ and ‘User’ Forms

Users can now access custom reports if their account and user profile have permission to access Custom Reports datasets. 

Note: Only 3 datasets are available in this release: Assignment Metadata, Assignment Progress, and Student Metadata.

The ‘User’ form shows all the datasets that are available to the account.

Note: If only 2 datasets are selected in the Custom Reports Datasets dropdown of the Account form, then the user form will only display 2 datasets in the Custom Reports Datasets dropdown

In addition, new permissions are added for ‘Account Admin’ and ‘Basic’ roles to access and manage Custom Reports in the Insights application. 

Custom Report permissions for ‘Account Admins’ are:

• Schedule Custom Reports - Allows users to manage (Create/Edit) custom reports.
• Manage Scheduled Custom Reports Across Account - Allows user to manage scheduled custom reports created by any other user(s) in the account.

Custom Report permissions for ‘Account Basic’ users are:

• Schedule Custom Reports - Allows users to manage (Create/Edit) custom reports.

Custom Reports Navigation Button 

Users can navigate to the ‘Custom Reports’ page by clicking on the ‘Custom Reports’ button in the navigation menu

Custom Reports Page

On the ‘Custom Reports’ page, users can see the list of active custom reports with key information, including:

• Report Name
• Last Run Status
• Created Date
• Created By
• Scheduled
• Next Run Date Time
• Last Run Date Time
• Last Run Duration (Mins)
• Start Date
• End Date

Based on the user's role and permission, the user can see the list of all the active custom reports that are either created by the user and/or created by other users in the account. 

User can change the column order in this table, except for the ‘Actions’ column which is fixed. 

Columns can be added or removed from the table by clicking on the 'Columns' button under the  'Create Custom Report' button and checking/unchecking the checkbox for the column labels. By default, only “Report Name” and “Last Run Status” columns are visible in the table. 

The last column in the table is the ‘Actions’ button menu which allows the user to take certain actions on the existing custom reports. Actions include:

• Run Now
• Download Last Report
• View Past Reports
• Edit Report 
• Disable

Custom Reports - Actions - Run Now

User can run the custom report as needed with one click.

Custom Reports - Actions - Download Last Report

User can download the last successful execution of the custom report in .CSV format with one click.

Custom Reports - Actions - View Past Reports

User can view the past executions of the report and download any specific successful execution as needed. Report executions with a status of ‘Success,’ ‘Failed,’ or ‘In Progress’ display in the table. Details of the Past Report Runs include:

• Last Run Status
• Start Time
• End time
• Duration (Mins)

The last column in the table is the ‘Actions’ button menu which allows the user to take certain actions on the existing custom reports. Here, the user can open the ‘Actions’ menu to download the report. 

Note: the availability of the report execution depends on the subscription type of the account. For the Insights Basic subscription type, all executions in the last 31 calendar days are available for download. For the Insights + subscription type, all the executions in the last 366 calendar days are available for download. 

Custom Reports - Actions - Edit Report

The “Edit Report” action opens up the Report Builder form where a user can edit any field before saving it again. 

Custom Reports - Actions - Disable

User can disable the custom report if they don't need it anymore. 

Note: Disabling the report removes the custom report from the table. User cannot access the past executions of the report from the table. 

Create Custom Report

Users can create a custom report by clicking on the ‘+ Create Custom Report’ button on the Custom Reports page. This will open up the ‘Report Builder’ page where the user can build their report.

Datasets are enabled or disabled for the user to select based on the pre-determined join logic. Example: The Assignment Progress dataset can join with the Assignment Metadata and/or Student Metadata datasets. But the Assignment Metadata dataset CANNOT be joined with the Student Metadata dataset. 

The ‘Fields’ section is populated with a multi-select dropdown based on the dataset selected. The multi-select dropdown contains all the fields available in the dataset for the user to select. 

The ‘Filters’ section is populated when at least one field is selected in the step above. User can add a filter to any available field. 

The Filter supports the following operators for non-date fields: 

• Equal to 
• Not Equal to
• Contains 
• Does not contain

The Filter supports the following operators for date fields:

• On
• Before
• Before or equal to
• After
• After or equal to

User can add multiple filters with the “AND” condition, or a combination of filters including ‘Filter Group’ with the “OR” condition.

User can choose to schedule the custom report on an Hourly (available with Insights +), Daily, Weekly, or Monthly frequency. Based on the option selected, user is prompted to add the details related to the frequency, including "Start Date" and “End Date” of the scheduled report. Reports can be scheduled for a maximum of 1 year only.

User must enter a “Name” for the report (up to 100 characters long). “Description” is an optional field that allows for up to 500 characters.

User can either ‘Cancel’ to discard creating the custom report, ‘Save’ the form to create the custom report, or 'Save and Run' to create and execute the custom report. User must select at least one dataset, one field, and enter a Report Name to successfully ‘Save’ or ‘Save and Run’ the report. 

Note: The Incremental feature is not available in this release

‘Custom Report’ Tab on ‘All Reports’ Page

User can view and take actions on Custom Reports from the ‘All Reports’ page. Custom Reports are available under the ‘All Reports’ tab, ‘Custom Reports’ tab, and ‘Scheduled Reports’ tab of the table.

• All Reports tab - Shows all scheduled standard and custom reports created.
• Custom Reports tab - Shows all the custom reports created.
• Scheduled Reports tab - Shows all the scheduled standard and custom reports created.