PROCLARITY. Page 1 of 10. Version 1.0 Author. Imogen Dainty Department. IT Date Created 10/06/2016 Review Date 10/06/2018

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1 PROCLARITY Version 1.0 Author Imogen Dainty Department IT Date Created 10/06/2016 Review Date 10/06/2018 This guide is designed to give you step by step guidance on the core functions of ProClarity Additional Comments If you encounter problems when using ProClarity, please contact the IT helpdesk on or Page 1 of 10

2 TABLE OF CONTENTS 1. LOGGING IN HOME PAGE LIBRARIES MY VIEWS COMMON TERMS REPORTS LIBRARY CONTACT MANAGER REPORTS CORPORATE KPIS I4 - ALT FORMER TENANT ARREARS NON CORPORATE KPI REPORT TABS NAVIGATION TAB TASK PANE TOOLBAR DATA LAYOUT TAB VIEW TAB SORT TAB FILTER TAB... 9 Page 2 of 10

3 1. Log in ProClarity is a web based system, to get access entering into the url bar (website address bar). You do not need log in details. 2. Home Page The site will launch onto the Home Page in the Contents Tab. There are two further tabs: 2.1. Libraries Contains the list of Briefing Books, we have four folders: 1. Documentation do not open, nothing works. 2. Reports enables you to access to the corporate reports that have been made. More information to Reports 3. User Library all ProClarity Professional users published books (reports). 4. Work-In Progress reports which are in development, do not open My Views This is a folder which only the user has access to. You can save briefing book pages in this folder for future use, you are also able to rename or delete them. Page 3 of 10

4 2.3. Common Terms Measures these are quantitive values that are being analysed against hierarchies, e.g. rent arrears. Hierarchies these are categories that give the measure value its context, and are often arranged in a tree structure. For example, hierarchies of rent arrears may include Value of arrears, Percentage of Arrears or household age. Members (items) compose the detail associated with a hierarchy e.g. January 2016, is a member of the Date.Calendar hierarchy. 3. Reports Library You will find all the corporate reports within the Reports library, it is sectioned into four briefing books, described below Contact Manager Reports This holds reports which is for the Customer Services team only 3.2. Corporate KPIs This is the main briefing book you will use for running reports, it is splits into five key areas: 1. Income - e.g. rent arrears 2. Property e.g. lettings and voids 3. Tenancy e.g. number of NOSPs, evictions, court dates 4. Maintenance e.g. reactive and void repairs 5. Welfare Reform e.g. bedroom tax, benefit cap and arrears 3.3. I4 - ALT Former Tenant Arrears This contains the same folders and may of the same reports as the Corporate KPIs (above), but is only related to former tenants Non Corporate KPI This holds a handful of reports run from Contact Manager, such as call, process and document management reports, and Universal Housing, such as voids. Page 4 of 10

5 4. Report Tabs Click on the name of the report to run the query (request the information). Once run, it will display the data within the Navigation tab on the right side of the screen and the task pane on the left Navigation Tab The query results are displayed in this tab and from here you can carry out a number of actions to manipulate it to be more or less specific using the task pane. You can also export, print or the report from here using the tool bar in the top right hand corner Query Displayed You are able to use the arrows to drill up/down. There are further options which can be selected by left clicking on the title or from the task pane (more information below) Task Pane The task pane will appear on the left side of the screen. It enables you to do the following: Drill Down reveals more detail about the selected member. Drill Up - reverses your course to show summarized information. Show Only will hide all the other column/rows that are not highlighted. To retireve the others, drill up and then back down. Page 5 of 10

6 Hide this will hide only the selected column/row. To retireve, drill up and then back down. Expand displays more details about the selected member, while maintaining the current display of other members. Collapse displays summarized information about a member while maintaining the current display of other members. Drill Down to drop down menu - this enables you to view thee query even further, e.g. by housing officer instead of region. To return to the previous screen, click the previous arrow on the web page. Please note, it will carry out the action to what is highlighted, if you want to carry out the action to all listed, drill up Toolbar There are more options on the tool bar when in the navigation tab, as follows Save to My Views Format a book or view for printing Export a view to Excel 4.2. Data Layout Tab Enables you to change how and what is shown by the query results, which is beneficial if you need to target specific information within queries. Page 6 of 10

7 Edit hierarchies (members) By editing a hierarchy, you can select different data to display in a view. To do this: 1. Select the Member/Measure you want to from within the row or column window in the task pane. 2. Click Edit, which will display the Edit Hierarchy window and the available members/measures you can select, from either the browse, search ot shared item tabs. 3. To add a new measure - select it and click the Add button, then OK. 4. To delete a measure select it and click Remove button, then OK Switch rows/columns This can be done by clicking on the Pivot button Create/Remove a drop down menu (slicer) A slicer provides a drop-down menu to a limited number of members/measures. 1. Select the hierarchy you want to slice from the background window. 2. Click Slice button, then Apply. 3. To remove the Slice, reselect it and click Combine. Page 7 of 10

8 Arrange/rearrange members and measures 1. Select an item(s) from row, column or background. 2. Move the selected item from one pane to another, by clicking the Up or Down buttons View Tab This tab allows you to change the way the data from the query is displayed. It is defaulted to Grid only, but you can also have Grid and Chart or Chart only. (further options for grid, is displayed underneath). Page 8 of 10

9 4.4. Sort Tab To sort: 1. Select a member from the grid you want to sort. 2. Select from the Sort drop down menu 3. Select how you would like to sort the data 4.5. Filter Tab Provides options for refining you query to a specific subset of the data. You can select options to hide empty rows/columns using the tick boxes at the top. Page 9 of 10

10 You can apply a total of two filters, the second filter will only be applied to the data filtered within the first one. Filter has a varierty of options: None Top (Count) Bottom (Count) Top (%) Bottom (%) Top (Sum) Bottom (Sum) Above Below Between Displays entire data set The top number of rows specified The bottom number of rows specified The rows that compose the top specified percentage of the column The rows that compose the bottom specified percentage of the column The rows that compose the largest values that, when summed, compose at least the value you specify. The rows that compose the smallest values that, when summed, compose at least the value you specify. The rows above a row value you specify The rows below a row value you specify The rows between two values you specify Page 10 of 10