Data Sources

Data Templates 0

Clinic Data Matrix Hover dot for details · Click dot to swap preferred snapshot

All Ingestions 0

Ingest CSV

Step 1 of 5 — Select a CSV file

CSV File

Step 2 of 5 — Verify your data

Analyzing CSV...

Step 3 of 5 — Configure ingestion

File Display Name

Snapshot Base Name

Each clinic gets: "{name} - {clinic_id}.csv"

Data Type

Description (optional)

Step 4 of 5 — Select clinics

Select All

New Clinics Found

These clinics don't exist yet. Check to auto-create them.

Step 5 of 5 — Results

Ingesting...

Edit Data Type

Data

Type ID

Display Name

Description

Client Column

ID Column

Required Columns (comma-separated)

Optional Columns (comma-separated)

Report Template

Theme

Format REDCap date columns (preprocess_data)

Preprocessing Functions

Functions that transform the DataFrame before rendering. Each entry: {"name": "func_name", "enabled": true, "parameters": {...}}

Report Pages

Click to toggle selection. Drag ☰ to reorder.

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Field Mappings —

Map CSV columns to display names. Values become {display_name} in reports.

[TEMP: General Report]

Template

[TEMP: Scope Filter (optional)]

Filter which clinics/data are included. Leave empty to include all.

Column

Operator

Value

Generating...

Snapshot Details

Set Preferred Snapshot

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General data

Quick select — use only the clinics from the same ingestion file

Clinics used in this report type's cross-clinic comparison (« A travers les services … du Quebec » and QC fallback graphs). With quick select off: uncheck a clinic to exclude it, or pick a snapshot to pin it. Default snapshot = the clinic's latest. TEST clinics are excluded automatically for regular clinics' reports.

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