Help Guide

Dashboard

The Dashboard is the first screen you will see upon logging in to ClientInsight. This screen is user customizable. On the Dashboard, you will be able to see the data stories and visuals that are meaningful to you.

ClientInsight relies on data sources to create visualizations, analyze data, and ensure that you have the insights you need to drive outcomes. There is no limit to how many data sources you can have in ClientInsight; the more diverse data you have, the more you will able to do.

Filters

The main elements of the Dashboard are the Filters and the Visuals.

1 The Filters can be found at the top of the Dashboard and include the Source System and Project Type. More filters may appear depending on your selections.

2 On the top right-hand side, you can also customize your layout and Select Visuals you would like shown (shown below).

Visuals

The other main element of the Dashboard are the Visuals. Each Visual tile is interactive and linked to the other Visuals.

When you select a data point on one Visual, all the other Visuals will update as well to reflect the selection and display the appropriate data.

In the example below, the Clinton CoC has been selected in the first Visual. Consequently, each other Visual on the page has been updated to reflect data for that specific selection.

There are additional filters on the Visuals themselves. As you hover your mouse over a Visual tile, a small menu of icons will appear in the top right-hand corner.

Hovering your mouse over the Question Mark icon will give you a brief explanation of what data is being shown.

Hovering over the Filter icon will display which Filters and Slicers are affecting the Visual.

Selecting the Focus Mode icon will enlarge the Visual and allow you an in-depth view.

Selecting the Ellipses icon provide more options, include Export Data, Show as a Table, and Sorting commands.

Some visuals may have more filter options depending upon the data type.

Reports

View Report

The Reports section of ClientInsight includes Reports, My Work, Community Reports, and Public Reports.

The Reports page will display all pre-built and custom reports that have been created for your organization. The range of pre-built report options provide a convenient starting point for your data stories and visualizations. Eccovia has leveraged decades of experience supporting social service agencies to develop reports that will fit many needs. If necessary, you can make changes to the prebuilt reports or create your own custom reports.

The Filters displayed at the top of the page will help you sort through the reports. These filters are dynamic and show results as you search.

You can reset any filters by selecting the Reset All Filters button.

Favorites allows you to view any reports you have favorited (or starred). When you mark a report as a Favorite, that report will also appear in your list of Favorites, accessible from the Favorites menu at the top of the page. These Favorites are available from any page in ClientInsight.

Report Name allows you to directly search for a report by typing the name into the search bar.

Type gives you the ability to sort between Standard or Custom reports.

Category allows you to search by Category, which is essentially a tag that you can add to any report. It's possible to search by multiple categories at a time. You can manage your categories in the Configuration section of ClientInsight.

Created By allows you to search for reports created by a specific person by typing their name into the search bar.

Along with these filter options, you can also sort your reports by selecting the Column Name of each column: Favorites, Title, Type, Visibility, Categories, Description, Created By.

Selecting any report from the Reports page or Favorites list will navigate directly to that specific report.

When viewing a report, there are filters at the top of the page to assist you in locating the data you need. Selecting More in the upper right-hand corner will populate additional filters you can utilize. You can select Reset All Filters in the upper-right hand corner to return the page to its default state.

As with the Dashboard, all visuals on the View Report page are interactive. Any selections made on one visual will reflect in all other visuals. You can also hover over any visual for more filters on that specific data set.

Adding a Report

If you would like to create a custom report, select Add Report from the top right-hand corner. This will open the Report builder. The report authoring tool is powered by Power BI, which you can leverage when building your reports. The Team Member roles of Global Admin, Source System Admin, and Org Admin will have access to this feature.

My Work is a private page where you can access any reports that you have created. After saving your progress on a report, you have the option to Edit Report, Publish Report, or Pin to Reports.

Any reports you have created will be visible only to you and show as Private until you publish your report.

Pinning a report will allow the report to be listed under the main Reports page. A report will still be private until you publish it, at which point it will be available to any other user in your organization as a template.

Community Reports contains all reports created by users within your instance of ClientInsight. Once a report has been published by a member of your organization, it will appear here.

These reports are templates that can be used by anyone, but won’t contain the data of the original creator. You can take this report template and apply it to your data.

Public Reports

Public Reports are reports that have been published and made available for embedding in other applications or websites.

To have one of your reports converted to a public report, contact your administrator.

Team Members

The Team Members page displays all users who are registered in ClientInsight. A designated administrator from your organization can manage Team Members, as well as their access levels and status, from this page. All Team Members will be shown, whether they are Active or Inactive.

You can view the Name, Role, Job Title, and Status of each Team Member. It is also possible to sort by each of these categories by selecting the category name at the top of each column.

Adding a Member

To add a new Team Member, select Add Member in the top right-hand corner of the screen.

A window will appear where you can enter basic information for the new member, including Email Address, Name, Job Title, Role, Organizations, and Data Sources.

The Role that is assigned to each user should be assigned depending on the permissions you want to grant the user. The levels of access each user needs and how they will be accessing data in the system are components to consider when assigning Roles.

Definitions of each Role

Global Admin
This user will have access to all data sources and organizations. This role can create
Source System Admin, Org Admin, and Member level roles.

Source System Admin
This user has access to specific data sources and the organizations associated with
said data sources. This role can create Org Admin and Member level roles.

Org Admin
This user has access to specific organizations, along with the ability to author
reports and add other organization Members.

Members
This user has access to specific organizations. This role is limited to read-only
access to reports and cannot create reports.

Once you have entered all required information and selected a role for the new user, they will receive an email invitation to create their ClientInsight account.

Eccovia Users

Eccovia Users are Eccovia employees assigned to support and maintain your ClientInsight application.

Data Tools

The Data Tools section is made up of three important features: Upload Files for Ingestion, De-Duplicate Records and Link Records to Unique Client Index.

These tools can be used together to help establish connections between data sets, increase data accuracy, and improve client care.

Upload Files for Ingestion

This feature allows you to upload files for ingestion into the ClientInsight data warehouse.

To begin uploading files click on the Upload Files button.

When the upload screen opens, select the appropriate Source System from the drop-down list and then click on "Choose File" and select the ZIP file containing your HMIS extract files.

Note: The files contained in the ZIP archive must be in compliance with the most current HUD CSV programming specifications or the later processing steps will fail.

Once you have selected the Source System and ZIP archive, click "Continue".

A progress bar will display showing the current status of your upload. When the upload is complete you can use the Montioring > Batch screens to view the progress as the files are added to the data warehouse.

De-Duplicate Records

The De-Duplication feature uses machine learning to evaluate your data and duplicate client records.

To start a new De-Duplicate Records project, select New Project on the De- Duplicate Records tile.

You will be guided through the process to set up a De-Duplication project.

First, Select Dataset by naming your project and choosing the Data Source.

The next step is Find Duplicates. In this step, the system will apply the machine learning algorithms to find duplicates in the data.

In the Train System step, you will be presented with pairs of records that may be duplicates. You will enter ten “Yes” answers and ten “No” answers in order to teach the algorithm how to find more duplicates.

Refining Matches allows the software to refine based upon the system training completed in step three.

Last, you can Review Results.

To expand a result, select the arrow to the left of the Name. You can then either approve or reject the matches displayed.

You may Approve All or Reject All using the buttons at the top of the table, or Approve or Reject each record individually using the buttons in the Action column on the right-side of the table.

Once you've finalized your results, you can export that records by selecting Download Results in the top right-hand corner. You can then use this report to correct your records in the source system.

Once you start a new project, it will show up as a tile on the Data Tools page. If you need to return to a project, you can select Resume Project.

Create Unique Client Index

Once you've de-duplicated your data sources and re-entered the data via your source systems, you can then Link all matching data through each of your data sources.

Configuration

The Configuration page is available to adminstrators and allows you to configure ClientInsight to suit the need of your organization.

Report Categories

Add, edit, or delete custom categories that can be applied to your reports for easier sorting and organization.

Data Quality Alerts

Configure data quality thresholds for sending email alerts to desired recipients when your data does not meet your standards. Administrators can set percentage based thresholds for both Missing and Unknown values. When new data is is added email alerts will be sent if the imported data elements exceed the configured data quality thresholds.

Pulic Report Reviewers

The Public Report Reviewers page allows an administrator to configure ClientInsight to send in app alerts to desired users when another user submits a public report for review before publishing.

Topics

Help Guide

Public Reports