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

Quick Start Guide

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

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

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Where do I go? Is there a link?

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

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

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Navigation • How to Get Around • I've logged on successfully. Now, where

am I? • Home Page

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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.

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Report Codes

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

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

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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

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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

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Report Content

• Graphs & Charts • Filtering Data to your Report • 3 Ways to Filter:

– Prompts – Input Controls – Simple Filters (do after Input Control

changes)

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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

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Report Tabs

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

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CBI Reports & Dashboards

• Report Families • Clinical Counts • Date Analysis • Data Quality

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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

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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.

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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).

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CC03H – High Service Users Dashboard • This dashboard displays the clients who

have used the greatest number of services in your HSP

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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

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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

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Date Analysis

• DA01H – Key Service Date Analysis Report

• DA02H - Wait and Service Times Dashboard

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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DQ03H – Detailed Data Quality Report • This report will display the data quality

or completeness of each key data field, within a specified date period

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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

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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

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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

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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.

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HELP!

• I have a question. Where can I find help? • Report Help Tab • Online Manual • Email CBI Support:

CBISUPPORT@RECONNECT.ON.CA

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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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Thank-you