Primary Reporting
Written by Michelle Henley
Updated at August 29th, 2024
The Primary Reporting dashboard is a standardized reporting tool tailored to the user's selected primary company. It provides a clear and structured presentation of essential metrics and key performance indicators (KPIs) relevant to the company's financial interactions with healthcare providers.
- Clicking the Info Icon will display additional information about the dashboard and which companies are set as Primary and Competitor 1-3.
- Clicking the Hamburger Icon at the top far right-hand corner of the dashboard will open additional filters that can be applied to the dashboard.
Clicking the Home button in the top left will return the user to the main Transparency Review landing page.
Use the Year dropdown to easily switch the dashboard between yearly data.
How do I export or download data from Reporting Insights?
Several icons are located at the bottom of each dashboard. See more information on these options and how they work in the chart below.
Click to enlarge icon images.
| Icon | Description |
|---|---|
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Undo the last action. |
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Redo the last change you removed with the undo button. |
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Reset the entire dashboard back to the default state. |
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Not currently used, as all data refreshes run on a schedule. |
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Pause updates to the dashboard. This is useful if there are a number of filters that you want to enter without the dashboard updating in between each. |
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When you pause update, the button changes to the resume button. Click the Resume button to apply any filters that were changed while updates were paused. |
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Not currently used. |
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Save or view custom views. For example, if you need to routinely filter the Transaction Country to only Canada, you can apply that filter on the dashboard and then click this button to save it as a custom view. Then, you can set it as your default view, so, whenever you load the saved view in the dashboard, it is filtered to Canada by default. If you create multiple custom views, use this button to cycle between them. Note: While Custom Views are a convenient way to save your filter and view settings for future use, they are not guaranteed to persist across future dashboard updates. We recommend using them as a helpful tool for short-term convenience rather than a permanent or critical workflow component. To ensure continuity, please consider documenting key filter selections to reference in the event that they need to be recreated. |
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Download the dashboard in a variety of formats. |
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Open the dashboard in Full Screen mode. Press Esc on your keyboard to exit full-screen mode. |
How Do I Export or Download Data From Reporting Insights?
To download data, select Download at the bottom of the dashboard.
Next, select Crosstab.
Depending on which dashboard you are viewing, there may be multiple options available to download data. Below is a table that maps the previous Export to the Crosstab to download.
| Type | Dashboard | Export Name | Crosstab to Download |
|---|---|---|---|
| Approvals & Disclosures | Process Summary | Approvals Listing | Approvals Listing |
| Approvals & Disclosures | Request Listing | Request Listing | Table |
| Third-Party Management | Engagement Overview | Third-Party Listing | Third-Party Listing |
| Third-Party Management | TPM Program Metrics | Third-Party Listing | Third-Party Listing |
| Third-Party Management | Process Summary | Approvals Listing | Approvals Listing |
| Campaigns | Campaigns | Campaign Listing | Table |
| Tasks | Tasks | Task Listing | Task Listing |
| Screening | Screening | Screening Listing | Screening Listing |
Once you select the Crosstab data (for example, Approvals Listing), select CSV as a format.