Navigating through Chintaro Insights

Chintaro Insights is the Business Intelligence tool that uses your Chintaro data to visually depict the performance of your business. It has been designed to assist you in decision making through a user friendly format that enables easy analysis of the data that is presented. 

This solution details how to navigate around Chintaro Insights and demonstrates some of the techniques that you can use to gain a deeper understanding of Chintaro data within this platform.

TABLE OF CONTENTS

• Logging in to the Chintaro Insights screen
• Overview of the dashboard screen
• Applying Filters and Selections 
• Navigating around Chintaro Insights
• For further information on Chintaro Insights

Logging in to the Chintaro Insights screen

Access to Chintaro Insights is published through Parallels on the Chintaro Cloud. 

Parallels users will see a new Chintaro Insights icon within their Parallels client screen once they log in to Parallels. Clicking on the icon with launch Chintaro Insights with your organisation's data in the Chrome web browser within Parallels. 

If you don't see the Chintaro Insights icon in Parallels, please contact support@chintaro.com.au:

• To request Chintaro Insights for your organisation
• To request an additional Chintaro Insights licence for your organisation
• To swap Chintaro Insights access to a different Parallels account, if your roles have changed
• Or if you have any login questions

Overview of the dashboard screen

Once you have logged in to the Chintaro Insights site, you'll see a Home Screen dashboard that is separated in to sections:

Below is a description and screenshot of each section on the Overview page:

Section	Screenshot	Description
Main Menu		On the left hand side of the screen is the Main Menu. Metrics and Visualisations are contained in these groupings, which are much the same as what you are used to in Chintaro. Clicking on the an option within this menu will present with two options to select; Analysis and Data. This will be a visualisations of data or a table of the data respectively. Clicking Overview from any section will return you to the Home Screen dashboard.
Filters and Selections		Below the Main Menu is the Filters and Selections sections. Filters are used to apply filters to the screen such as the dates of the reporting period you want to look at, Program or Tenancy Manager.  Selections will show the section of data selected when in the Insights visualisations.
Screen		The screen tabs highlight which screen you're currently on, and allows you to access different statutory reporting screens.  General shows common Community and Social Housing metrics, NRS shows metrics related to the National Regulatory Scheme for Community Housing (NRSCH) report and VRS screen shows metrics related to the Key Performance Measures (KPM) Report/Housing Registrar report for Victorian Chintaro users.
Metrics		The metrics at the top of the screen will show the metrics related to that screen. On the General Dashboard (Home Screen), you will see metrics related to common Community or Social Housing Measures.
Visualisations		The main body of the screen shows various visualizations built from your Chintaro data such as Tenancy data, Arrears data and Income data.    This page is designed to give you a holistic overview about your business with many different aspects displayed.
Log In Details		This box displays the username you are using to log in to Chintaro Insights. Clicking this box will log you out of Chintaro Insights.

Applying Filters and Selections 

This section details the different ways you can apply filters and selections in Chintaro Insights.

Setting the reporting period

Before you begin analysing the data within Chintaro Insights, it's recommended that you apply dates filters to the screen to ensure that the data you're viewing is showing the data for the reporting period you wish to view.

Clicking the Default button will set the dates for the entirety of Chintaro Insights to the last financial year.

If you want to change these dates, drop the arrow down and enter the dates we want to apply in the date boxes  (Note: you can also manually select the dates by clicking them in the calendar view).  

You can also use the options provided to filter the screen by certain dates, such as the last 7 days, last 30 days, last month and so on. Click the option you wish to apply that date filter:

Once the dates are set to the preferred reporting period, you can begin to navigate around.

Filtering 

Other filters that can be applied to the screen appear on the left, and include:

- Program

- Tenancy Manager

- Site Name, used to separate out one database from others (this is useful if you have more than one database, but all of the data is combined in Chintaro Insights).

Clicking on the filter name will pop up a box that allows you to set the filter for that option, and once a filter is applied it will remain for all screens until it is removed:

Remove a filter completely by clicking the box with the little x in the corner:

Using the visualisations to apply Selections

Chintaro Insights is built on a Qlik*Sense platform, where clicking on sections of the visualisation changes the view of the screen and applies filters or selections to change the view. Each heading, graph and number on the screen can be viewed in greater detail simply by clicking on it.

Clicking on a section within a visualisation will apply a selection to the screen. For example, in the Arrears visualisation, to separate out one month and only view data relating to the transactions of that month, clicking the month will highlight and add the selection on the left hand side. Once you're happy with the selection(s), clicking the green tick to apply the selection:

Selections appear on the left, and you can have one or more selections applied at any given time. To remove a Selection, click the red X of the Selection you wish to remove:

Selections can be made to as many visualisations as you wish and can be made for multiple options within that set (EG multiple Programs/Multiple Tenancy Managers).  

Each visualisation is different, and has different ways to filter, for example, 

Type of Visualisation	Screenshot	Ways to Filter
Pie chart		Clicking portion of pie to single out one section Clicking several portions of pie to filter by multiple sections Lasso tool in options to draw section of selection required
Bar Graph		Clicking option in graph to single out one section Click and dragging mouse on x axis to draw section to select multiple sections Lasso tool in options to draw section of selection required
Line Graph		Clicking a dot or a date in graph to single out one section Click and dragging mouse on x axis to draw section to select multiple sections Lasso tool in options to draw section of selection required

Navigating around Chintaro Insights

There are 3 main ways to get around Chintaro Insights:

1. Clicking on the different reporting view will break out the reporting screen to another tab, so you can view the metrics for tat report in another screen

2. Using the Home Screen > Main Menu. The Main Menu is separated out into sections that contain the data and visualisations for each component. Select the option you wish to view, then click Analysis to see that screen:

3. Clicking on a heading of a visualisation will take you to that section, the same as if you had clicked the option in the main menu. EG Clicking Tenancy in the visualisation  on the main page opens the same Tenancy screen from the Main Menu:

For further information on Chintaro Insights

Please contact support@chintaro.com.au for further information about Chintaro Insights.