Intended Audience/User Role: | End Users with Submitting/Reporting Access |
Region: | All Regions |
Updated Date: | December 2025 |
Insights Pro is a comprehensive suite of aggregate reports that users can access to analyze patient safety event data. The reports are designed to be highly customizable and provide actionable insights into trends and areas for improvement. Users who are assigned the “Insights Pro” module by their account administrator, in Settings, can access the module. Users with access can click on the tile circled in red on the left-hand side when they log in:
Key Features of Insights Pro
Insights Pro reports offer extensive customization options and export capabilities:
Data dashboards that allow for a deep dive into submission data from specific forms and form questions/fields.
Chart-specific filters: Filters that are specific to each chart based on the form submission data it is displaying.
General filters: All dashboards can be filtered further with additional filters
Dashboard A: Event Trend Analysis Reports
Chart 1:
What: Number of Events Over Selected Time Interval
Specific filters:
Event Type
Harm Level
Province/County/State (terminology varies based on country)
Why and when to use:
Evaluation of event reporting trends over a period of time
Identifying seasonal highs/lows
Performing subsequent analysis using store script count data
Chart 2:
What: Number of Events
Specific filters:
Province/County/State (terminology varies based on country)
Organization
Facility
When and when to use:
Comparative analysis of submission numbers across stores
Dashboard B: Root Cause Analysis Reports
Chart 1:
What: Number of Events by What Happened/Incident Type (Chart can also be filtered to show the following:
Specific filters:
What Happened
Contributing Factors
Harm Level
Primary Stage
Time/Day of the week
Staff Involved Count
Why and when to use:
Event trend reporting by a specific option selected e.g. incident type, contributing factor, harm level etc.
Identifying outliers, more commonly selected options within submissions.
Updating policies to mitigate against more frequently event types with a higher harm level from recurring.
Chart 2:
What: Where do errors typically occur
Specific filters: N/A
Why and when to use:
Identifying the most commonly selected stages when events occur.
Identifying key points for process improvement
Chart 3:
What: What factors contribute to errors
Specific filters: N/A
When and when to use:
Identifying the most commonly selected contributing factors for reported events.
Identifying key points for process improvement
Dashboard C: Medication Reports
Chart 1:
What: Number of Events by Products Dispensed or Prescribed
Specific filters:
Product Prescribed
Product Dispensed
Why and when to use:
Identifying the most products most involved in events
Identifying patterns e.g. Look-alike-sound-alike errors
Updating policies concerning high risk medications
Chart 2:
What: Shelving Analysis
Specific filters:
Active Ingredient
Brand Name
When and when to use:
Identifying the most commonly selected medications by first letter
Identifying high risk letters with more occurrences and related labelling issues associated with a particular medication and or look-alike-sound-alike errors.
Chart 3:
What: Top 5 Ingredients or Brand Names by form (Incident vs. Good Catch)
Specific filters:
Active Ingredient
Brand Name
When and when to use:
Comparing event occurrences per type
Identifying correlations between brands associated with incidents versus good catches
Further investigations into high risk ingredients/brand names
Dashboard D: Actions
Chart 1:
What: Corrective and Preventative Actions Dashboard
Specific filters:
Linked facility
Reporting facility
Why and when to use:
Retrieve a snapshot of the aggregate number of incidents and good catches reported for a specific time period
Identifying case reports that are open or closed
Chart 2:
What: Team Members with Outstanding Actions
Specific filters:
Linked Facility
Reporting Facility
When and when to use:
Identifying staff members with outstanding actions
Identifying duration of actions with open status
Chart 3:
What: Actions Log
Specific filters: N/A
When and when to use:
View historical actions
Identifying time of creation, appended and completed events
Dashboard E: Staff
Chart 1:
What: Staff Involvement
Specific filters: N/A
Why and when to use:
Review summary of aggregate number of events reported per event type
Review reported events open or closed status (similar to Dashboard 4: Actions Chart A)
Chart 2:
What: Summary of Staff Activity
Specific filters: N/A
When and when to use:
Reviewing staff usage and reporting habits
Verifying staff activity (users who have left the organization need to be inactive)
Filtering per store activity by filtering by the “Facility” header
Dashboard F: Safety Reports
What: Record of all generated safety reports (creating safety reports explained in “Event Management - Dashboard, Searching Events and Safety Reports”
Specific filters:
List of safety reports
By facility
Why and when to use: Review and re-download of all previous safety reports for record keeping purposes or subsequent case investigation/work-up.
Dashboard G: Export Data
Summary:
It’s possible to export by a wide range of factors e.g. Form Data fields versus Actions, you can select the appropriate value here.
Form specific filters allow the users to further tailor their data exports as needed to include/exclude specific form questions.
Exported reports will then be downloadable to Microsoft excel. A notification is also sent via the top-right hand for users to access the file. You can export with all filters selected (blue button), or selected fields (green button), if selected fields is chosen, all possible filters are visible and you tick the appropriate headers you wish to include in your exported report.
Export Data History table, a table showing previously downloaded reports in the past 7 days.
Why and when to use:
Versatile reporting allows for different reports for different organization needs
Dashboard H: Charts
Chart 1:
What: Incidents per harm level
Specific filters:
Table
Chart
Area
Pie
Column
Line
Bar
Scatter
Why and when to use:
Viewing events per harm level
0 value = good catches as it did not reach the patient/resident.
Chart 2:
What: Incidents per contributing factors
Specific filters:
Table
Chart
Area
Pie
Column
Line
Bar
Scatter
Why and when to use:
Viewing events per contributing factor
Identifying outliers to address through CQI interventions
Chart 3:
What: Incidents per day of the week
Specific filters:
Table
Chart
Area
Pie
Column
Line
Bar
Scatter
Why and when to use:
Identify days of the week during which events are most reported
Investigating contributing factors related to days of the week such as workload, patient traffic etc.
Chart 4:
What: Incidents per day of the month
Specific filters: N./A
Why and when to use:
Identify days of the week during which events are most reported
Investigating contributing factors related to days of the month such as workload, patient traffic etc.