Let's Get Started!

Insights gives users glance awareness of key performance indicators (KPI) and strategic business data through dashboards.

To help you get started making your own dashboards, we created a 10 minute video that explains:

  • What Self Service is
  • Content Creator access
  • Folders and containers
  • How to create a dashboard
  • Creating a new report
  • How to use the Visualizer tool - adding subject areas, attributes, and measures
  • Information on the sample report
  • Building your report
  • Sorting your report
  • Saving the report and placing it on your dashboard
  • Adding filters
  • Making the dashboard available to users

Terms and things to know before you begin

The following terms and names are frequently used in this guide.

Self Service: Build/modify custom reports, KPIs, and dashboards.

Collections : A collection of folders used to organize and house your dashboards. A collection can be private or public. Learn more.

Reports: Reports represent a detailed set of data. It can contain measures, attributes, and common data elements. Learn more.

Dashlets: A container for a report that displays on a dashboard. You can resize, move, and format a dashlet. Learn more.

KPI: A KPI is a measurable numerical value that can be used as an indicator of how you are achieving a goal or target. Learn more.

Measure : Numerical data elements that you count such as ALS calls, attempts, interventions, etc. You can perform mathematical operations on measures such as addition, subtraction, averaging, etc.

Attribute : Elements such as date, time, name, etc.

Aggregation: Count distinct, count, average, maximum, minimum, or sum.

Count: Counts the number of total records. For example, a trip with a four member crew would be counted as four.

Count distinct: Counts the number of distinct values. For example, a trip with a four member crew would be counted as one trip.

Common data elements : Data elements commonly used in EMS.

Modes: There are two modes in Self Service, Publish and Edit.

Publish Mode : This is the mode you land in when you click Self Service. In this mode, you can view dashboards in your personal collection or in a shared collection. You can't edit a dashboard or report/KPI in this mode - just view it. When you create a new dashboard, or edit an existing dashboard, you must publish before it can be used.

Edit Mode : There are a couple of ways to access the Edit Mode from the Publish Mode.

Visualizer: Visualizer is a powerful tool that allows you to create/modify KPIs, and change the report/chart settings, etc. Learn more.

Drill-across: A drill-across link connects a button, chart, image, KPI, or tabular report to another dashboard. When a user clicks the item, another dashboard opens. Learn more .