When designing a new report, understanding the data sources (tables and fields) is a key element in obtaining the outcome desired in your final product.
Below is a list of the InSight data sources.The data sources are categorized and displayed in the same order they appear within InSight.
Note:
- Although all the following InSight tables are available in every XenDirect version, some tables may not contain data because the underlying table is not available in the Basic or Plus versions. Enterprise contains all underlying tables.
- This list may be modified over time based on additions and changes to the data sources.
| Category / Data Source |
Description |
| Aggregate |
|
| AggregateClientAttendance |
List of Client Attendance hours and days totaled by Client and Course Section. Includes related fields from Client Assignment, Course Section, and Daily Attendance (Enterprise only). (new Jan 2024) |
| AggregateInvoiceItemsByCourseSection |
List of Invoice Line Items totaled by Course Section. |
| AggregateInvoiceItemsByInvoice |
List of Invoice Line Items totaled by Invoice. |
| AggregateInvoiceItemsByClientByCourse |
List of Invoice Line Items totaled first by Client and second by Course Section. (new Mar 2022) |
| AggregateInvoiceItemsByInvoiceByCourseSection |
List of Invoice Line Items totaled first by Invoice and second by Course Section. |
| AggregateTransactionsByCourseSection |
List of Transactions (revenue and expense) totaled by Course Section. |
| AggregateTransactionsByCourseSection2 |
List of Transactions (revenue and payroll) totaled by Course Section. |
| AggregateTransactionsByInvoice |
List of Transactions (revenue and expense) totaled by Invoice. |
| AggregateTransactionsByClientByCourseSection |
List of Transactions (revenue and expense) totaled first by Client and second by Course Section. (new Mar 2022) |
| AggregateTransactionsByInvoiceByCourseSection |
List of Transactions (revenue and expense) totaled first by Invoice and second by Course Section. |
| AssignmentCounts |
List of Assignment/Enrollment Counts with counts calculated base on Enrollment Status. |
| ClientStatCounts |
List of derived and calculated fields related to a client's enrollment history. |
| ClientStatRevenue |
List of derived and calculated fields related to a client's financial history. |
| CourseworkTranscript |
List of Coursework grades totaled per Client and Course Section. |
| CTEDSClients |
List of Clients tagged as CTEDS eligible. Related to NYS reporting only. |
| CTEDSPopulations |
List of reporting populations for CTEDS Clients. Related to NYS reporting only. |
| PerformanceFormula |
List of aggregate fields used in a special Performance Formula report. |
| SectionFeesAggregate |
List of Course Section Fees totaled per Course Section and Fee Group. |
| SectionFirstLastRepeat |
List of Course Sections identifying which was "First", "Last" or "Repeat" if between based on Section Start Date. |
| SessionsEnrollment |
List of Sessions and Clients with fields to identify if they were enrolled in the Session or not, and count of Assignments. Only includes where Enrollment Status:
|
| Branch |
|
| Branch |
Branch Profile record. USE THIS LINK TABLE WHEN TRYING TO CREATE A REPORT THAT FILTERS AUTOMATICALLY FOR THE LOGGED IN BRANCH. THIS VERSION DOES NOT ALLOW THE CREATION OF A CROSS BRANCH REPORT. |
| BranchMulti |
Branch Profile record. USE THIS LINK TABLE WHEN TRYING TO CREATE A REPORT THAT FILTERS AUTOMATICALLY FOR A CROSS BRANCH REPORT. |
| Organization |
Organizational Profile record. |
| Clients |
|
| Assignments |
List of Client Assignments records. |
| AssignmentsEmployment |
List of Employment records linked to Client Assignments records. Both fields are the linking ID fields to Employment and Assignments. (new Mar 2022) |
| AssignmentFeeOptions |
List of Client Assignment Fee Options. |
| AttendanceMissing |
List of Clients and dates where daily attendance is missing but is scheduled. |
| ClientAssessments |
List of Client Assessment records. |
| ClientAttendance |
List of Client daily attendance. |
| ClientBlocks |
List of Client Block records. |
| ClientBranch |
This table is being phased out. Because the Client records can be shared in a multi-branch setting, this table connects Client table with other related tables while allowing for Branch filter. However, the Clients table now contains the data for clients across all branches. When linking the [Client] table to a related sub-Client table, such as [Assignments], link both the following fields to obtain the accurate relationship for both client and branch: - cliID - branchID In addition, link the branchID of the [Client] table to the braID of the [Branch] table. |
| ClientCaseNotes |
List of Client Case Note records. |
| ClientChecklists |
List of Client Checklists records. |
| ClientClassifications |
List of Client Classification records. |
| ClientContactData |
List of contact data fields for Clients |
| ClientCredits |
List of Client Credits with values determined based on Enrollment Status. |
| ClientCususuestionReplies |
List of Client Custom Question Replies as linked to Assignments. (new version) |
| ClientDocuments |
List of Client Documents. |
| ClientEmployment |
List of Client Employment records. |
| ClientEmploymentVerification |
List of Client Employment Verification records. (new Feb 2021) |
| ClientFamily |
List of Client Family records. |
| ClientFeeGroupActive |
List of Client Fee Groups that were active on the registration dates of Assignments. |
| ClientFeeGroupOverlap |
List of Client Fee Group records that overlap based on dates. |
| ClientFeeGroups |
List of Client Fee Group records. |
| ClientFunding |
List of Client Funding records. |
| ClientFundingInvoiced |
List of Client Funding records as linked to Invoices. |
| ClientFundingOverlap |
List of Client Funding records that overlap by date. |
| ClientFundingPayments |
List of Client Funding records as linked to payment transactions. |
| ClientGoalsOutcomes |
List of Client Goals and Outcomes. |
| ClientHigherEd |
List of Client Higher Ed records. (new Feb 2021) |
| ClientMembers |
List of Client Member records. |
| ClientMemberships |
List of Client Membership records. |
| ClientPlacement |
List of Client Placements records. (new Feb 2021) |
| ClientReferral |
List of Client Referral records. (new Feb 2021) |
| ClientResidency |
List of Client's School District Residency records. |
| Clients |
List of records from the Clients table. |
| ClientSkills |
List of Client Skills records. |
| ClientSSN |
Table that contains a linking key field to Client table and a decrypted Client SSN field. By default, this table does not appear in any reports for security reasons. |
| ClientTests |
List of Client Test records. |
| ClientTestsFirstLast |
List of Client Test records with first and last only based on the test date. |
| ClientTestsMinMax |
List of Client Test records with minimum and maximum only based on the test score. |
| ClientTestsPrePost |
List of Client Test records with pre and post only. |
| ClientTestsPrePostMissing |
List of Client Test records where pre or post-test is not recorded. |
| ClientWorkshops |
List of Course Section Workshops registrations for Clients. |
| CourseWorkClient |
List of Client Coursework records. |
| CourseworkTestCountClient |
List of Client Coursework records totaled per Course Section with an exam count. |
| CustomQuestionReplies |
List of Client replies to Custom Questions. (old version) |
| GradesAudit |
List of Client Grades from the audit log of grade changes. |
| ProgramAppClassifications |
List of Client Classifications related to Program Applicants. |
Rick Stern
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