BI platform guides

To login into BI analytics system, follow these steps:

Once on the page, you will be prompted to enter your login credentials. Enter your email address and password and click “Sign in”.

If you cannot remember your password, you can reset it and create a new one by clicking on “I seem to have forgotten my password” at the bottom of the login screen.

On the next screen, enter your email address. A password reset link will be sent to your inbox.

Please note that only a limited number of Trust users have access to BI analytics platform. Your account will be deactivated after 6 months of inactivity.

If you believe you need to be granted access to the platform or if your account has been deactivated, please get in touch with your Trust’s Ultramed Account Manager.

Home Page

Once logged in, you will be taken to the Home page. On the left you can find the collection section containing “Your personal collection”, “PreBuilt Dashboards”, and your Trusts collection. You will find the most commonly asked questions in the centre and in the side menu on the left under “PreBuilt Dashboard”’.

PreBuilt Dashboards

BI platform comes with PreBuilt Dashboards that consist of many pre-built questions. Questions are the charts you can organise on dashboards and are what sets up the parameters for your data search.

To find and run a question, go to the left side menu, open “PreBuilt Dashboard” and “PreBuilt Questions”.

Choose the question from the list and click on it.

Creating your own collection and/or dashboard

Collections can be considered as folders to organise and manage your questions, dashboards, and other items. Whereas dashboards can be used to group questions that can be filtered and refreshed together in one place for an easier view of the data.

To create a dashboard you may need to first create a collection. There may be PreBuilt dashboards already created for you in the collection section.

You can create your own collection to make the most common questions more accessible. To do that, click on the “+New” button in the top right corner. You should be able to find the “+New” button in the top right corner regardless of what section you are in.

After naming the collection, select where it will be displayed. You can choose it to be visible in the Trust’s folder or in your personal collection only. You can find the collection you just made in the left side bar in your trusts collection or in your personal collection.

Once you have created your collection, you can create a dashboard and begin adding questions to the dashboard.

To create your own dashboard you can click on the “+New” button in the top right corner as with creating a new collection. If you select “Dashboard” from the drop down menu a box should appear similar to the box for creating a collection.

After naming the dashboard, select where it will be displayed. You can choose it to be visible in the Trust’s folder or in your personal collection only.

Once on the dashboard page, you can choose to “Add a saved question”. The questions will appear on the right side of the page. If you select a question from the list it should appear on your dashboard.

You can click on “Save” in the top right corner to save your dashboard or “Cancel” if you don’t want to save any changes you have made.

Alternatively, you can add a question to a dashboard by going to the “PreBuilt Question” section. If you select a question you can then click on the menu button on the right. Select “Add to dashboard”.

Once you have selected “Add to dashboard” a box should appear asking where you would like to save the question. You can select the dashboard you would like the question to appear in.

How to edit and customise questions

You can create customised questions to find the data you are looking for. To make an edit, open the question you would like to change.

Next, click on “Visualisation” button in the bottom left corner.

By clicking the button you will open a left side menu that will allow you to change how the information is displayed. The gear icon will also let you change the format, layout, colours etc.

Once the changes are made, make sure to save them as a new question. Important! When saving the changes, you will be asked whether you would like to save it as a new question or to replace the existing one. Please select “Save as new question”.

You will find the “Save” button on the right hand side.

How to navigate Databases

At the bottom of the left hand side menu you will see databases. This is where you can find Ultramed Analytics and Ultramed Datastore.

You can use both databases to create new questions. We recommend using Ultramed Analytics as it updates daily, whilst Ultramed Database updates in real time.

How to share and download data

You can share dashboards and its findings by creating subscriptions. Open the Dashboard you would like to share and click on the envelope icon “Subscriptions” in the right hand corner. A box will appear on the right of the screen.

You can enter email addresses of the recipients and select how they will receive the information. We recommend sending the first email to yourself to check that the format is acceptable before scheduling regular emails to colleagues. There is no limit to the number of recipients.

We also recommend adding the dashboards as attachments as those are easier to read.

If you would like to download data from a dashboard, open the menu on the right hand side. Select “Export as PDF” option.

To download data from a specific question, you can select a question and scroll down to the bottom of the page and click on the cloud icon. Next, select the format you would like to download.

If you have any questions or anything is unclear you can reach out to our support team or your account manager.