Case Study on PCNI OpenHMIS Reports


Geographical Location Tools Used Domain Name
USA DB used : MySQL, Postgres, Oracle
BI Tool : Jaspersoft Community Edition
NGO

Company Overview

Pathways helps communities strengthen responses to poverty and homelessness through increased collaboration and effective use of data and technology. The OpenHMIS Project is a collaborative effort, sponsored by Pathways Community Network Institute and the Georgia Dept. of Community Affairs, to build a common platform for creation of Internet-based tools to assist communities/agencies in providing services to the homeless. The OpenHMIS Project involves designing and developing a basic open source HMIS that collects HUD-required data elements. It will include a simple user interface, open standard API and HUD-mandated reports such as the Annual Performance Report (APR), Annual Homeless Assessment Report (AHAR) and data quality reports. OpenHMIS applications collect HUD-required data and generate all HUD-mandated reports, and support data exchange, data warehousing and more advanced reporting/data mining through an open Application Programming Interface (API).

Problem Statement

PCNI having exisiting reports in the CSV format which needs the converted into high level reports. Following are the reporting requirements :

  1. Create a Data Quality Reports that operates in an open source environment.
  2. Support Multi-tenancy : Multitenancy should allow different groups of users to have different, restricted views of the data, thus setting up tenant based domains.
  3. User and Role based access to reports, dashboards, resources, and folders.
  4. Report interactivity features including drill-down, filtering, formatting, animated charting, and more.
  5. Report output in PDF, XML, HTML, CSV, XLS, RTF, TXT.
  6. Central report scheduling and distribution based on calendar and cron style schedules
  7. User should be able to send scheduled reports to multiple email ids.
  8. Dynamic queries based on end-user controls and selections
  9. Implement Ad Hoc reporting.
  10. High performance data caching.

Solution Developed

Helical did handholding of the client and understood the requirement thoroughly. Once the same was over, we helped in deciding which BI suite to go for. We chose Jaspersoft BI tool. We used the Jaspersoft community edition.

Different kinds of reports were developed with very interactive visualizations. Reports which were developed are:

  • Agencies by Code
  • Agencies by Name
  • Agency Program
  • AHAR Community Alerts
  • Cash Income Information
  • Clients Historical Report
  • Data Quality Report
  • EFSP Agency Monitoring
  • ES – FAM AHAR
  • ES- INDAHAR
  • Full Client Demographics
  • HPRP APR DEMO SSVF
  • HPRP APR PRO SSVF
  • NOFA HMIS Data Quality
  • Non Cash Benefit report
  • Program Enrollment and Discharge for Groups
  • TH-FAM AHAR
  • TH-IND AHAR

All of these reports were very interactive and parametrized. The reports are rendered based on parameter selection.

Also these reports were drill down reports, which means as soon as we click on any part of tabular component, another report will appear with detailed information, thus enabling the customer to perform detailed analysis.

These reports provide scheduling and distribution. Based on a one-off or recurring schedule you configure, reports are automatically executed and saved to the repository in up to eleven formats. If your SMTP email server is available you can send alert messages to notify individuals of the report’s availability. You can also include links to the reports, include the reports as HTML in the body of the email message, or attach the reports.

Multi-tenancy was also implemented and proper user and role management was also implemented. Multi-tenancy allows different groups of users to have different, restricted views of the data, thus setting up tenant based domains.

Samples :

PCNI Sample