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Analytics: View and Export Source Details
Analytics: View and Export Source Details

Learn how to access & export source details and why it is important when reviewing statistics

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

You may hear or see the term Source Data or Metric Details when navigating between dashboards or watching educational videos in Analytics. Metric Details are used to create the graphs, metrics, and charts throughout the platform. Reviewing the underlying metric details can be very helpful when you would like to learn more information about how the metric has been calculated.

How to Access Metric Details

To access metrics details:

  1. First, go to the Performance board and find the Production metric

  2. Next click the Magnifying Glass icon on the top right hand corner

  3. You will now see the patient details & data behind for the metric:

How to Export Source Data

Most metrics on the Performance Board and Collections Board feature metric details that can be exported.
Metric Details show what information is being used to calculate the numbers for a metric, this often includes patient names, procedure codes, and other data. The Metric Details lists also have the ability to be exported as .csv file to be opened in Excel.

To export data:

  1. Open the Metric Details by clicking the magnifying glass in the right hand corner of the metric.

  2. Then export the list by clicking the Export button in the top right of the populated Metric Details.

  3. Depending on the Metric, you can select what data you would like to export by filtering with the drop down menu to the left of the Export button.

  4. After you select Export, the file will appear in the bottom left corner of your browser allowing you save and open the Metric Details in Microsoft Excel

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