Getting Started with HCSS Insights Reporting Virtual Learning Summit

Good morning, good afternoon, everyone. Thank you for joining us today. My name is Sara Chiu I'll be your host for today. And I'm also joined by Harry White, who is one of our HCSS Insights experts here at HCSS, and he will be walking you through the demo today. So before we begin, just a little bit of housekeeping. I want to remind everyone to type in your questions into the Q and A box at the bottom of your screen. We have a bunch of experts on the back end who will be answering your questions live during the webinar. And there's also a chat box down there if you wanna converse with any of the other participants or any of our experts on the back end. All right. With that, I will go ahead and hand it over to Harry to talk you through HCSS Insights. Okay. Perfect. So yeah, I'm going to be your presenter today. And I'm the technical product manager for HCSS Insights and Direct Access. So yeah, I joined HCSS a little over three and a half years ago. I started in the support department and then I moved over to the product department just over a year ago, actually right as HCSS Insights was going live. And I've been the technical product manager of HCSS Insights since it's since going general access back in March. So going over a quick agenda of what we're actually gonna be covering today. We're gonna be doing a quick HCSS Insights overview, a live demo that's gonna take up much of the time. And then if we have time, we're going to be going we're going to be hosting a quick live Q and A. So the goals of this are simply to make sure that you understand the capabilities of HCSS Insights and Power BI in conjunction and how to best utilize HCSS Insights in Power BI to get actual insights on your company's data. So what is HCSS Insights? So for those of you who maybe aren't aware of what HCSS Insights is or you've heard about it, someone's reached out to you and told you about it. HCSS Insights is the premier reporting solution at HCSS. It's built on top of Power BI. And the main goal of HCSS Insights is to is for customers to be able to gain true actionable insights from their data. So go from just, like having your data to actually being able to utilize it in a meaningful way. Is who is HCSS Insights built for? In reality, HCSS Insights kind of has a place for all companies of all sizes somewhere in the use case. But really the main, like, kind of target customer for HCSS Insights whenever we were, like, originally thinking it up was customers who did not have the resources to work with direct access or APIs. For those of you who aren't aware, direct access is an additional offering that we offer here at HCSS that effectively what we do is we create a reporting version of your company's production environment, and then we sync over all of your production data and then allow you to access this SQL environment. You can either connect Power BI or do direct SQL queries in this data or even offload it to a data warehouse. But, you know, this requires a it's not user friendly startup. It requires a lot of like in house knowledge of, you know, how to set up a data lake, how to set up data integrations. And then also it's just straight data to work with. And it's a similar story for APIs, but you would just need, like, someone who can, say, set up a Boomi integration. So with that said, HCSS Insights, we handle all of that for you. We we offer out of the box reports so you can start gaining those actionable insights and to really start getting your feet wet with what business intelligence softwares in general can offer you as a company. We build out all of the data connections and we do a lot of like kind of the back end do all of the back end work for you and then make it as easy as just a couple of button clicks. And then you're able to you're off to the races and you're able to start getting those insights into your data. Touching on some key features of HCSS Insights. As I mentioned earlier, it comes with prebuilt report templates. So right now, HCSS Insights has over eighty built in report templates that cover a lot of, like, main general categories of insights that our customers want to see. So we've got, you know, the cost management, equipment utilization, the risk mitigation on the safety side, and we allow you to provision as many of those templates as you want. And then you're able to customize those based on templates. And you're also able to, you know, create reports from scratch if you so choose. Kind of going into HCSS Insights, how is the place for has a certain place for all companies. Even if you do have the knowledge in house, you're still able to do a lot with HCSS Insights being that it is built at the top of Power BI, which is the basic industry standard for business intelligence reporting. Moving on, we handle all of the data refreshes. So you've got updated data. So depending on the report kind, either we have near live reporting, hourly or daily refresh cycles to make sure your data is current. We make all the data connections. So if you wanna see, you know, data if you wanna see, say, your JHA compliance, meaning the percentage of time cards that have a related job hazard analysis form filled out for it by the same foreman, we're able to quickly and easily show you that data because we've already built out all the data connections the same way that our products kind of fit together. And then lastly, our last thing for this slide is the calculated fields. What a lot of people don't really know is like a lot of the fields that you see and say HeavyJob or HCSS Safety, the data is not really held that way. So what we do is we have taken all the calculations for, you know, your revenue calculations, your expected quantities with all the nuances that HeavyJob has has in their calculations over years and years of, you know, having customers give feedback with all the nuances such as like how does like T and M affect my expected quantity or how does CAPIT expected? And we have pre built those into the data model for HCSS Insights. So what do you get with HCSS Insights? Firstly is cost savings. So HCSS Insights is completely free for anyone to provision to your company as long as you have an active HCSS Insights or active HCSS subscription. So as long as you've got a user account, you're able to get HCSS Insights for free. We have faster response times. So as those of you who use HeavyJob or, you know, HCSS Safety are probably familiar with at this point is if you run a report for, let's say, a single foreman and then you realize, ah, I accidentally forgot I wanted to run it for two foremen or I ran it for the wrong month. You have to go in and completely reset your filters and then rerun the report, which is time consuming and kind of annoying. So what we what we're able to do with HCSS Insights being built on top of Power BI is any of this is just as simple as quickly switching a slicer, which is something I'll touch on the demo a little bit. But it's basically just visualization type. It's what Power BI calls filters, basically. So you're able to quickly switch one of those and you immediately see the data refreshed and showing all of the different selections that you have. You're also able to do, you know, cross business unit reporting, something that is very difficult within the products themselves with how the data is purposely kind of isolated between the different business units. Cross product reporting, I kind of touched on this earlier, but because we have all of the different products into the single semantic model, we're able to do this cross product reporting, like gain insights on how your job's performing based on or not how your job's performing, but, you know, how your company's safety profile looks on a very large scale across all your business units. And we already have those data connections built out. Report subscriptions. This is kind of a really big and really cool feature that we offer with HCSS Insights. So in HCSS Insights, you're able to set up a report subscription and then have it emailed. You're able to set up your report and then set up the subscription and have it emailed out on a set cadence that's decided by you, the customer. And you're also able to send this set up the subscription with the recipient list with any valid email address. So if you need someone if someone who needs the report doesn't necessarily need access to any HCSS product, they don't even need an HCSS account to be able to receive this email. And then, of course, out of the box reports, which we have over eighty of the canned reports that I touched on earlier. Lastly, data visualizations. So a big reason that Power BI was chosen as the basis to build upon, other than of course it being one of the industry leaders in business intelligence, is the different kinds of visualizations that you can choose from. Right now, I believe that Power BI has over forty different visualization types. So it's not even about being able to choose what data is being displayed, it's being able to display that data in a way that is most easiest for your users to actually understand and intake what is being shown and how you want to present that data. So touching on how to get access, I'll go over this a little bit more detail as soon as we get to the demo, which is not far off. But all you need to do is just go to a user group within a HCSS Credentials, and you go to that by just going to the Credentials page and selecting groups, clicking into the group that you would like to add HCSS Insights to, and then adding HCSS Insights to that subscription group, and then you're basically off to the races. Well, you also have to provision the report templates themselves, but nonetheless, it's simple as that. Just the same as adding any other product, any other HCSS product to a Credentials group. Alright. And with that, we're gonna go ahead and get into the live demo here. Alright. So as I mentioned earlier, I wanted to touch on the, like, getting your first access to HCSS Insights. So I've already got a group pulled up here. It's just called test one, two, three in my test environment. And all I need to do is go to the group subscriptions. Let me go ahead and go back here and then test one, two, three. Select that group and then scroll down and you see HCSS Insights here. And something a little bit different with provisioning HCSS Insights access versus something like HeavyJob or HCSS Safety or or HeavyJob or the sub safety group is we have the access built into Credentials. So there's four different levels that you can choose here, admin, designer, reader, and custom. So just kind of going through these, the admin level of access, this should be limited to as few people as possible. This group has basically total control over the environment. So they can create company wide reports. They can create company, they can provision report templates, they can set, you know, company wide report subscriptions. So they're able to put any valid email address into the recipient list on that email subscription setup. And this should be kept to, you know, as limited as people as possible. Designer is the middle level of access. So what you're able to do with Designer is you're able to create personal reports. You're able to create personal report subscriptions, but you're not able to do anything company wide. So, you know, you can't delete a report. You can't create a report subscription to any email, any valid email address. It's only a personal report subscription. This is perfect for someone who, you know, wants to get their their interest in Power BI or they want to customize their own reports. And something to note is that an admin can go in and change the attributes of a report. So if your designer makes this private report that only they can see, an admin can go in later on and change that status to a company wide template or a company wide report, rather, whenever they have where everyone can see it. Reader is the lowest level of access. This locks down the user's ability to take a report into edit mode. So they can't change anything about the report itself. They can't change the filter pane filters, and they can only basically interact with the report at a read only level. So something to note on here that we'll get into in the demo is they're still able to interact with slicers, which are the visualization the visual level filters that, you know, you can select, like what job the report is zeroed in on. But if you have a filter pane set up, then a reader is not able to actually change this. And then lastly, custom. So custom is allows you to set specific report access at a report group level or even a report level. So if I just go back here and then hit custom again, this page that pops up that pops up is all the different report groups that I have within this company's HCSS Insights environment. You can see there's quite a few here. But if I click into one of these, I'm able to set reader or designer level access at a specific report level. And then I can also set at the report group level. But that's about everything with getting access to HCSS Insights. And moving on, this is moving on to actual HCSS Insights. This is the home page of HCSS Insights. Something that I definitely want to point out here is this is not how your HCSS Insights environment is going to look the very first time that you open it up. This environment has a ton of different reports and a ton of different, like, report groups. So your environment will be mainly blank. There will be a Pindle pop up directing you, you know, how to set up your first report template. But whenever you first enter it, it will be blank. But to get started, what you'll need to do is start provisioning report templates. And you do this by going to set up and then manage report templates. From here, you'll see a list of all the different report templates that you have to choose from. We can see here the name of the report, the data model that's powering the report, the type and description. So this type is pretty important to understand. So there's two main kinds of reports within HCSS Insights. There are paginated reports and there are standard Power BI reports. Paginated reports function conceptually differently than the Power BI reports. Paginated reports offer near second reporting. So if someone creates a time card and you run the let's say the daily field report multi job, it will instantly be able to be retrieved by this paginated report. Whereas the Power BI reports, these refresh on a twenty four hour cycle. So once a day you get a refresh and the data is pulled in from the production database into Power BI. Another thing to note, the difference between the two of these, the paginated reports are not editable by a customer. This is because of the way that they function. But these are non editable. But we if you do need something that is live data, we do offer our custom report writing service. So just picking a report, I'm going to go for the HeavyJob cost code summary here. We're just going to copy the name and then I'm gonna go over to the blue hyperlinked version number. And then this is gonna pop up a version history so we can see that there is a base version. And then there has been one version add since that added the replace calculated columns for the expected and variance values for improved accuracy. So I'm gonna hit preview and assign, and then assign to my company, put in the report name, and then I'm gonna assign it a report group. I'm gonna put I'm choose HeavyJob company DM for this, and then I'm gonna choose to make it private. So this make private is the difference between a private and public report. A private report means that I'm the only user that can see it other than any other admin that goes to set up manage reports where you can see a a fully inclusive list of all the different kind of report of all the different reports within your environment. So for this example, I'm just going to make it private and I'm going to hit save. And you're going to see a pop up here on the top right saying the assigning of the report was scheduled. So the very first time that you assign a report, it the first step before it assigns the report is it has to provision the data model. This usually takes somewhere around ten to fifteen minutes depending on the size of your company's how much data your company has. But any subsequent report should be extremely quick to provision only a couple of seconds to at max about a minute. So I'm just gonna go ahead and refresh HCSS Insights here. And then I'm gonna go down to the HeavyJob company DM, and we can see the HeavyJob cost code summary has now been provisioned to the HeavyJob company DM group. So taking a step back for a second from the report itself, I want to touch on setup manage reports. Just a note on this. Like I mentioned earlier, this test environment has an insane number of reports. Your report, your setup manage reports page should not take near this long to load. It's just the massive amount of data that this environment has, which you can see here. So there's a few things that I wanted to point out that are important to know about this page. So obviously you have the name of the report, the report group that's assigned to, and then you have the data model that is assigned to the company assigned to this powering the report. Excuse me. So if you were part of the beta trial of HCSS Insights, your company might have these HeavyJob V1 or HeavyBid V1 or anything post fixed with with v one. These were only available to the beta customers, but they these data models function conceptually differently than the company data model, which is what we have moved to after going live back in March of twenty twenty five. The HeavyJob v one data models rely on a reporting database being present. So the data has to refresh onto the reporting database. And then from there it has to refresh on Power BI. So there's that intermediary step that kind of slows down the entire process. The company data model, however, combines all of the different products into a single semantic model. And because and it pulls it directly from the production SQL environment. And because we don't have that middle step of having to go to the reporting database, we're able to do a lot of very interesting things with this, such as have real global security, which leads me to my next point of these different icons. So the first one here designates whether or not it's a Power BI or if it's a paginated report, which I touched on earlier. Then if the report is active, which all of these should be, and then this lock icon. This lock icon indicates if it is green, it indicates that the data model that is powering the report supports real level security. Real level security is how we limit access that a user is able to see within HCSS Insights based on what data or what data they have available to them, specifically job and business unit, set up within Credentials. So kind of hard to, like, explain, but I just wanted to show you what this actually kind of looks like in practice. So I've got this HCSS Insights Tester account. And if we scroll down here, we can see that I only have this user given access to one select business unit and one select job. So I'm going to pop over to Edge here. And this is the real level security demo report. If I pop back over here, sorry if I'm kind of jumping around a little bit. I just wanted to really show this in practice. So we've got this RLS demo and we can see that it has that green checkmark. If I pop back over here, you can see that this is just two able visualizations that show that list out all of the available business units and all of the available jobs. As we can see here, it only this user, because they only have access to one business unit and one job within HCSS Credentials, that follows them over to HCSS Insights. So here, this is the business unit that they have access to, and this is the single job that they have access to. Alright. Getting back to actually HCSS Insights in the setup report page. Let me refresh this. This last column I just wanted to touch on really quick because it shows you the state of the report, which is particularly important if you need to know if someone's actually changed anything or how a report got there, who originally created anything like that. Alright. So there's three different states that this fourth icon can be in. The first one is this white icon, which basically if you see an icon within HCSS Insights and you hover over it, it should give you a little bit more context as to how this actually works or what this is representing, rather. But the white icon, the white line and page icon represents a is a custom report. So this report was created by someone within this environment without using a template at all. So they went effectively, went to the data models tab, selected a data model, and then started a report from scratch. The green icon indicates that the report was created from a report template and has not been edited. So this is in the exact same state as it was whenever it was originally brought over from the template. And then lastly, we have this red icon which indicates that the report was created from a template and then has since has since been has since been edited. Excuse me. For the reports that were created with the report template, you can see the template name that it was that was used and the version that was originally used to create this the version of the template that was used to create this report. Something else to note. Let's see if we have one here. Okay. Perfect. So feature that not a ton of users know about is if you create a report from a template and have not changed it, you're able to actually update the report template itself to get the newest features that have been added. So we can see here that this report, the DFR daily field report, it's a multi or single, multi job. The version number is blue and hyperlinked. So if we click on this, that means that the that there has since been another version of the report released since this was initially provisioned to the company. So if we look back at the change log, we can see all the different version numbers, and then we can see that this was the this is the current version of the report, and there has since been a version that's been published. And we can actually we have the option to update it. So we can go to preview and update and then update to a new version, and that will automatically just update the report version. Oops. There's only one thing more that I wanted to show on here, and then we can move on to a different page. Alright. The last thing that I wanted to touch on is you're able to edit the report properties from the sub manage report. So if you hit this ellipsis on the far right hand side of the report, you're able either you're able to either view or edit the properties of the report. And from the properties, you can change the name of the report, who the owner is, if it's private or public, and then you you can delete the report. So kind of how I mentioned in the slideshow presentation, you can have a designer come in and make a a private report, and then an admin can go in and then make it company wide. So touching on these group report, the group names, and you're setting up these different groups that you see here on the right hand side. To do to change anything about that, you just need to go set up edit report groups, and then this will provide a list of all of the different report groups that your company has set up. As I kind mentioned, there are a lot of them in this environment. Yours probably won't look like this. So here you can see this is the group and then this is actually a subgroup. So what is this? Custom reports. So if I hit custom reports, we can see that there's two subgroups underneath this main group that hold different kinds of reports. I can also change the name of these report groups. I can change the name of the reports under the report groups. I can delete the report groups only if they don't have any reports underneath them. And then I can also either add a subgroup here or if I go to the very far right hand side, I can add a group. The last thing that I want to touch on is set up company settings. So this is where you can add a company logo. These company logos are customizable as long as just a JPEG or a PNG file. And all of the standard templated reports have a company logo field. And if you update the image here, then you're able to actually see that reflected in any of the reports. And then you also have the company preferences for the different thresholds for your time card status report. So within HCSS Insights, we have a template report called the time card status report, which designates if a time card entry or a time card review or process. So either the reviewing, accepting, or approval of the time card has was made on time or late. And here you can set the different thresholds per business unit on what you consider a late time card. Something to note about this page is that it sets, all of the thresholds are based off of UTC. So you'll need to account for that whenever you're setting your thresholds. Basically, a timer starts at the very twelve a. M. On the date that the time card was supposed to be submitted. So let's say on February twenty fifth at twelve a. M. UTC, a timer started. And then after twenty four hours has elapsed, if I have not sent in the time card by then, then it's considered late. But because I'm in central time, that means I'm UTC minus six. So I would have to account for that and add six hours to the threshold because if I had it set at twenty four hours, that would make the time card considered late at six p. M. Instead of midnight. So something I just wanted to touch on there. And if you have any questions about this further, because it is a little bit hard to, like, wrap your brain around doing it super quickly, just call into our support line at any point and they'll be able to help you out with this. Going back to the report that I initially provisioned for this, we can see that this is a cost code summary report. So this is basically to the this report is designed to, at a glance, give me an idea, a general idea of what work has been completed on a given job cost code and then what hours and equipment hours have been have been selected. So we can see that I have a drop down for the business unit, job, foreman, cost code, and unit of measure. You can quickly switch between these. It only takes a second to update them. Or if I want to see them across all jobs, I'm able to do that as well. Same thing for jobs. So these are what are considered slicer or called slicers within Power BI. And a good way to think about them is just a interactive filter. So these are really good for, you know, if you need to change how a if a user of the report needs to change, like zero in on what data they're actually looking at, that's like a perfect use case for these kind of things and do it on the fly as well. Just touching on the labor hours, we can see all of the different labor hours that have been submitted to a a given cost code broken out by day. And then the same thing for equipment hours. So something I wanted to touch on is taking a report into edit mode and changing, doing some quick edits on a report. So if I hit the edit button, it's then going to take the report into edit mode. So I can start changing basically anything that I want about this. So let's say that for example, on like this particular example, I don't really care about the unit of measure. That's not really a applicable thing that I want to filter for. To remove it, I have a couple of different options. I can either just delete it. This is another very important thing that I like to point out sometimes is because Power BI is a Microsoft product, a lot of the keystrokes that you're used to using in basically any Microsoft product apply to Power BI. So if you just saw, I deleted that by hitting the delete key, but I'm able to bring it back just by hitting control z, which is undo on basically any Microsoft product. Another way you can delete it is the ellipses button. And this hits a drop this expands a drop down of all the different options that you have here. So for the time being, I'm just gonna delete this on all three of them. Perfect. Something I wanna touch on really quickly, and then I will take the report back into edit mode to show you a little bit more functionality on the actual editing of a report. You can see that I've got two save options here at the top. I've either got save or save as. Saving will overwrite the current report that I'm looking at. But let's say that everyone else for some reason cares about unit of measure, but for my specific use case, I do not have any use for the unit of measure slicer being here other than it's just cluttering up my screen. So I wanna retain this original version, but I wanna create a version for myself. So if I hit save as, I can put in a new report name and then assign it a new report group and then either make it private or public. And then this will allow me to create basically a copy of the report with the changes that I have made applied to that single report. But for the time being, I'm just going to save the report as is. Alright. So taking the report back into edit mode, something that I also like to show is the ability to duplicate pages. So if you notice, this report is laid out very cleanly. It's got good color separation, good color contrast rather. It's clear what all of the different slicers are doing. It's got a good like title and it's got my company logo here. So let's say I want to change the data that's being shown here, but I don't really want to take the time to go and create a new blank page and start completely over from scratch. What I'm able to do is I'm able to duplicate the page and then make the changes that I want to see. So if I right click on a page, I'm able to duplicate it, and it just creates a copy of it and calls it. It just prefixes whatever the report page name is with duplicate. So for this use case or for this example, let's say that I want to see the diary notes. So, you know, if I see someone that has like let's say that I see like a massive overrun here or if I see someone that has way too many or not enough hours for a particular given day, I want to be able to see the diary notes that the form and submitted along with that time card. So if I right click and duplicate here, I get the duplicate duplicate of labor hours. I'm just gonna rename this to diary report. And we can see that everything followed this followed over with the duplication. So I'm going to change this to diary report. Alright. So now I've changed the title and the name of the page itself. And then I just wanna remove everything that doesn't have to do with anything about a diary submission. So if I click on the visual, you can see on this visualizations tab on the right hand side, this is a list of all of the different data points that are in the visual itself. So for this example, I only care, like, what does a foreman need to submit a diary? Well, needs himself or to identify a diary, you need the date, you need the foreman who submitted it and the job. So basically everything before foreman name, can remove because it doesn't have any relevance to the diary itself. So I can just remove these by hitting the little x square over here on the right. Cool. Now that I've removed all of these, I'm gonna go ahead and place the date at the front at the front of this, just because I kinda like that layout a little bit more. And I'm gonna look up for diary in the data tab on the right hand side here, and then I'm just gonna bring in the note field. And then here we can see all of the different diary notes that have been submitted by the foreman. And then along with this, I can safely get rid of the employee name slicer on this page as well because the employee doesn't actually matter. What I care about is the form and name itself. Alright. And one last thing that I wanna show you is actually a new feature. So this is a little bit more advanced. And if any of you all were at UGM, you all already know about this because I kinda gave a couple of short demos of this functionality here or read it there. But something that I wanted to show y'all is the custom visual calculate calculations ability that we recently added to HCSS Insights. So I'm just gonna create a duplicate of this page. So let's say that what I wanna see for whatever reason is I wanna see, you know, just per labor, like per total cost on a cost code. Like how much is each labor hour costing me on average? So if I try and like look up average labor hour or cost or anything like that, we can see that we have a pre built metric in the data model already to be able to show you like to be able to show you this information easily. So what custom calculations allow you to do is they allow you to set custom DAX calculations, just like if you're familiar with Power BI, just like creating a measure in your local Power BI environment. So what I'm going to do here is I'm going to remove everything but total actual cost from this visualization. And then I'm gonna search up total labor hours or just labor hours. See here actual labor hours. I'm gonna bring this into the visualization pane. So now we've just got job, job description, cost code, cost code description, total actual cost, and actual labor hours. So what I can do is if I hit the ellipses on the table visualization and hit the dropdown for a new custom visual calculation, I can hit custom or there's also a number of different pre built options that I can select. But for this example, I'm just going to hit custom. I'm gonna call this, let's just say, average total cost per labor hour. And from here, I just need to I'm just typing in the field name, and then I can just hit tab to autocomplete and fully bring it in, divided by actual labor hours. Then hit enter. And then now you can see that this has added this new column to the report that is utilizing a custom calculation that is not in the standard data MELM. So this is a really cool and very powerful feature that has been added. But something that I want to just touch on before we fully get into this, or before fully leaving this topic is that the custom visual calculations are still technically in preview, which is what Power BI considers beta basically on Microsoft's own website. So this is a very new feature, but it's also extremely powerful. There are, of course, some limitations to it. Not all visualization types support this yet. And also there are if you're super familiar with DAX, there's a few DAX formulas that are that's a good point, Walter. But that allows you to be able to do this. But, yeah, this is just something that I wanted to point out. And then from here, I'm just gonna save the report. Alright. One last thing that I want to touch before getting into the q and a is how to set up a report subscription. So I'm just gonna change this business unit slicer to only select the clean business unit. And then from here, you can see that at the top it says that I have unsaved changes. So what I'm able to actually do is I am able to save a template of this of this report. So if I hit the drop down and hit save as, I'm just going to call this test one, three, and then save it. And we can now see that this template has been added to the my template section. I can also favorite this template by hitting the gold star icon and or hitting the star icon. And whenever it's gold, that represents that it's now favorited. And I can see this on my favorites list here. And what this allows me to do is that is that if I'm on my home page, I'm able to quickly and easily navigate to this report with this filter set up very quickly and easily. Lastly, just how to set up a subscription. To set up a subscription, you, of course, need to be either a designer to set up a personal subscription or a admin to set up a company wide subscription. To do that, I'll just hit subscribe in the top left hand corner, and I'm able to enter my email subject and also the recipient list. Something to note is that whenever you send out a report, it's going to send out in the context of the owner of the report. So being me, like this user that I'm accessing right now, I only or I have access to basically everything. So it's going to use that whenever it sends out the report. However, I can set a template to be used whenever this report is emailed out that I can use to limit the data down. So if I hit next here, you can see the drop down and I can select that template that I made earlier where it's reserved it's limited to only the clean business unit. And that is going to limit it to it's going to apply relevant security on my end, also apply the template, and then it's going to send it out. I can also change the different file format that I want sent out or that I want it to be emailed out in rather. And I can also select specifically what pages I do or do not want to be emailed in this report subscription. I can set a custom delivery time. I can choose the frequency. And can I also I can also choose a start and end date to send this report out? Something to note is that you are able to set up multiple report subscriptions on the same group. So if you have, say, group of people that need this information that do not have an HCSS account, you're able to set up multiple different report subscriptions with different templates selected that will send them out the different information that you have selected in that template. Yeah. That is everything that I had for us to cover today in the live demo section. So I'm gonna switch back over to the slideshow and open up the floor for any questions that anyone has. We actually have a couple Q and A questions that had come in while you were speaking. Do we want to go through some of those? Yeah, of course. All right. Okay, so one of them is, can you show how to build a report with data from multiple tools? For example, data from Fleet and HeavyJob. So it depends specifically what in Fleet you're looking for here. So for telematics, we don't have that data in the company data model yet. For Equipment360, due to the nature of how Equipment360 connects its data using the code as the basis for connecting all of the data and the way the business units work, We weren't able to We recently released the new Equipment360 data model that does not rely on the reporting database being present. However, there are still limitations that prevent us from bringing that into the company data model. So I would be curious to hear what specifically you're looking for, Samantha. If you would like, could you send me an email and we could maybe set up some time to talk about that a little bit more deeply? Maybe this one. Can you make the reporting date relative as in pull the data from the day before and send it the day after at ten a. M. Yes. So for that, you would have to set up the subscription just to be sent out at ten a. M. And then you would just have to do all of pretty much all of the reports that have any kind of date component have, like all of the template of reports that have a date component to them. All of our slicers are generally set up in relative date for that report subscription to function correctly. So you would just have to set up in last one days. That would be the twenty fifth to the twenty fifth or so it'd be the twenty fourth. I wonder why I was saying that it's twenty fourth. But you should just be able yeah. Okay. Whenever it actually sends out tomorrow, it would be the twenty fourth. But, yeah, you would just have to send it to last one day at relative time and then set up the subscription. Are we able to import tables from Excel and merge with existing templates? So no. Currently, so the company data model is a templated data model. So like anytime we make a change, we can push it to all customers. So because of that, we're not able to open that up to like importing data from other data sources. If you're looking for that functionality, really direct access would probably be, like, one of be the best solution for you there because you're able to connect to your Power BI environment to that direct access reporting database and connect any other kind of data points that you need to from, say, your ERP system or wherever you're looking to connect to. Alright. And then there were a couple of questions about just new features in development or things that you're excited about that you're building out for insights. Yeah. So what we have in the works right now is we're looking to be able to to add a add basically credentials and user access data into HCSS Insights. So you're able to report on what you know, who has access to what data, whoops, who has access to what products, you know, when was the last time that they accessed any of the products? And then also specifically for HeavyJob, what access each user has within the product itself. This was mainly this mainly being aimed towards companies that are SOC compliant and making that process of your SOC reporting a lot easier and quicker. So that's probably something that I'm really excited about as a new upcoming feature. Thanks. Alright. Another question was, is there okay. And I was told that new data visualizations are going to be added into insights. One that was particularly interesting was a new body model to show where injuries occur. Is there anything like this coming in the future? Justin, it sounds like that you went to Sergio's Sergio from Underground Constructions direct access class during UGM, or maybe you just came up with that. But I can't say if anything particularly like that is necessarily in the future. We're kind of at least Sergio from underground who gave the class at UGM, he makes that based off of direct access. But I can't say anything like that is specifically coming. But yeah. Theoretically, like that, it would require the ability to upload an image to pull that and just set the different sections for it because we do have like the injured body part field, which is how Sergio does that. So we would have to open up the data mall to allow like custom images to be placed into HCSS Insights. But yeah, that sounds like the the I think that he uses that exact report still in his demo, but I haven't actually been to that class in two years, nonetheless. So Christian asks, so insights strictly pulls data from API pulls API data from own internal APIs only, not external. So we only pull data from internal sources, but most of our data pull just as kind of a side note, most of the data pool occurs is like a sequel execution. But yes, right now it's only internal data data points that we're allowing into HCSS Insights right now. All right. And it is coming up on time. So I'm gonna end the live questions there. But as you can see, you can contact us at any time. Feel free to contact Harry. Or if you have any additional questions or want to request a custom report, go ahead and email reporting@hcss.com also have additional courses on HCSS Academy on any of our other products you can check out and learn on your own time, any of the additional classes, and we'll have additional webinars for insights and all of our other products. And then if you need additional assistance, feel free to visit our help site or call our support team. I will say our support team is top notch and we'll get back to you if you call within three rings or get back to your email very quickly. Perfect. Alright. Well, thank you everyone for coming. It was a joy presenting for y'all. And once again, if you have any questions, reach out to me anytime. I will be happy to get back to you. Thank you everyone. Thank you. Bye bye.