How to view your statistics in Tableau

How to get access to the data

To get access to your stats reports get in touch with us and ask for Tableau login. Once you have the username and password you can use the following instruction and view the dashboards.

Step-By-Step instructions on viewing your data

First, navigate to Tableau online page and log in using your credentials given to you by Patients Know Best.

Click on 'Explore' to open up the report menu and click to choose.

  • 'Organisation reports' contain the following dashboards and are updated every Monday.
    • 'Organisation Summary' dashboard on activity and account creation
    • 'Status of Patient Records' dashboard on the registration numbers
    • and more dashboards available on EMIS data and Engagement


  • 'Patient reports' contain:
    • 'Documents read by patients' has stats about the number of read and unread documents that an org has sent - updated weekly on Monday
    • 'What patients look at statistics' has stats about patient page views in PKB - updated once a month. The latest month are being shown in the dashboard title.
    • 'Status of patient records - XXXX.XX' - is updated once a month. The latest month are being shown in the dashboard title.


  • 'Professional reports' contain:
    • 'Emergency Access Stats' report presents data on Emergency Access Events - updated weekly on Monday
    • 'Professionals Created' contains details on your organisations' progress on creation and validation of new professionals - updated weekly on Monday
    • 'What professionals look at' has stats about professional page views in PKB - updated once a month. The latest month are being shown in the dashboard title.


Each dashboard contains filters to allow you to interact with the data/graphs. Organisation and Team Filters let you select specific organisations/teams (if applicable within your project). 'Date' or 'Timeframe' filters let you select only data from certain time frames.

Emergency Access Events Dashboard

Professionals Created Dashboard

Documents Read Dashboard

Views by Medical Concept

PKB tracks access to data in the following categories of medical concepts.

  • Allergy
    • Patient - clicks into ‘Health - Allergies’ or edits an individual allergy
    • Professional - as above and on patient home screen
  • Appointment
    • Patient/Professional - clicks into ‘Diary - Appointments’ or views an individual appointment
  • CarePlans
    • Patient - clicks into ‘Treatments - Plans’ or accesses an individual care plan
    • Professional - as above and on patient home screen
  • Consent
    • Patient/Professional - edits sharing of Teams
  • Diagnosis
    • Patient - clicks into ‘Health - Diagnosis’ or edits an individual diagnosis
    • Professional - as above and on patient home screen
  • Events
    • Patient/Professional - clicks into ‘Events and Messages’ or accesses an individual event
  • Files
    • Patient/Professional - clicks into ‘’Files’ or views/edits an individual file
  • Journal
    • Patient/Professional - clicks into ‘Diary - Journal’ or views/edits an individual journal
  • Library
    • Patient/Professional - clicks into ‘Treatments - Library’ or views/edits an individual Library file
  • Measurement
    • Patient/Professional - clicks into ‘Health - Measurements’ or views/edits an individual measurement
  • Medication
    • Patient - clicks into ‘Treatments - Medicines’ or edits an individual medicine
    • Professional - as above and on patient home screen
  • Message
    • Patient/Professional - clicks into ‘Events and Messages’ where a message is present or clicks ‘Send Message’
  • Radiology
    • Patient/Professional - clicks into ‘Health - Imaging’ or views/edits an individual Imaging file
  • Symptom
    • Patient/Professional - clicks into ‘Health - Symptoms’ or adds and individual symptom
  • TestResult
    • Patient/Professional - clicks into ‘Health - Tests or views/edits an individual test

Items of note

  • Numbers shown are a floor of actual times medical concepts have been accessed by day. Each medical concept is counted as being viewed at most once per day, regardless of the number of times viewed or various data points viewed.
  • Data must be present in a record for a viewing of a page to be recorded.
  • Data items present on the notifications section when a patient logs in are automatically recorded as views.

Downloading and Sharing

Dashboards can be downloaded as an image for sharing or use in other documentation. To do this, on a dashboard, select 'Download' in the top right corner, and select 'Image' or 'PDF' to download the current view.

Dashboards can also be embedded in other websites for ease of viewing. To do this, on a dashboard, select "Share" in the top right corner, and the 'Link' here acts as a direct URL link to that dashboard.