---
title: "Understanding Your Data: A general orientation to your Hi Rasmus workbook"
description: "Understanding your data in Tableau: Where to Find It. A general orientation to your Hi Rasmus workbook."
---

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August 28, 2026

# Understanding Your Data: A general orientation to your Hi Rasmus workbook

## Your Hi Rasmus workbook pulls together aggregate data from across your organization rolled-up views of your programs, sessions, and client information so you can check on activity, outcomes, and data completeness in one place, without needing to dig through raw records yourself.

**The Data, by Level**

Everything in the workbook rolls up from the same underlying levels of data:

- **Trial:** the most granular record: a single opportunity to demonstrate a skill during a session.
- **Target:** a specific skill or objective being tracked and mastered within a program.
- **Program:** the treatment program or goal area a client is working on.
- **Session:** an individual session held with a client, including the hours and details tied to it.
- **Client:** information tied to an individual client, including profile and custom data fields.
- **Staff:**  information tied to the staff/clinicians delivering services.

The tabs in your workbook are really just different lenses on these same six levels organized by the question you're trying to answer, not by data type alone.

**Where to Generally Look**: Rather than a list of every tab, here's the general map. The view fall into four broad views:

**1. Auditing Views:** What's running, and how often?

This shows your organization's program library to audit how programs are standardized across clients. This also shows which programs are attached to sessions in a given month, and how frequently each one is being run. This is your starting point for confirming activity looks the way you'd expect. 

**2. Outcomes & Performance Views:** How are clients progressing, and where is time going?

Shows mastered targets by client and program, core performance metrics (session hours, trial counts, rate of skill acquisition, and similar), and how session hours break down by program — useful for spotting where clinical time is concentrated.

**3. Data Completeness Views:** Is our data complete enough to trust?

Checks whether client, program, and session records have the fields they need — things like tags, treatment areas, and custom data fields. A record with a missing field shows up as blank rather than filled in, which is a quick visual flag. A small amount of missing data is normal; a large or growing amount is usually a sign of a workflow gap worth addressing.

**4. Scheduling & Mapping Views:** Is this client set up correctly for staff to work with them?

Shows which session types are mapped and available for a given client, so you can confirm a clinician has what they need before a session.

- [Getting Started](https://help.hirasmus.com/knowledge/getting-started?hsLang=en#main-content)

    - [Quickstart Guide](https://help.hirasmus.com/knowledge/getting-started?hsLang=en#quickstart-guide)
    - [Hi Rasmus 101: Using Hi Rasmus as a Behavior Technician](https://help.hirasmus.com/knowledge/getting-started?hsLang=en#hi-rasmus-101-using-hi-rasmus-as-a-behavior-technician)
    - [Hi Rasmus 201: Hi Rasmus Guide for BCBAs / Behavior Analysts](https://help.hirasmus.com/knowledge/getting-started?hsLang=en#hi-rasmus-201-hi-rasmus-guide-for-bcbas-behavior-analysts)
    - [Hi Rasmus 101: Using Hi Rasmus in a Multi-Disciplinary Setting](https://help.hirasmus.com/knowledge/getting-started?hsLang=en#hi-rasmus-101-using-hi-rasmus-in-a-multi-disciplinary-setting)
- [Managing Clients & Users](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#main-content)

    - [Managing Clients](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#managing-clients)
    - [Managing Users](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#managing-users)
    - [Client \<\> User Access](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#client-user-access)
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    - [Single Sign On](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#single-sign-on)
- [Staff Licenses](https://help.hirasmus.com/knowledge/staff-licenses?hsLang=en)
- [Creating Programs](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#main-content)

    - [Your Program Library](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#your-program-library)
    - [Program Setup: Prompt Levels and Workflows](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#program-setup-prompt-levels-and-workflows)
    - [Program Setup: Program Building Blocks](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#program-setup-program-building-blocks)
    - [Creating Programs by Type](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#creating-programs-by-type)
    - [Specific Program Capabilities](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#specific-program-capabilities)
    - [Featured Programs and Library Catalog](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#featured-programs-and-library-catalog)
- [Client Progress](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#main-content)

    - [Reviewing Client Data](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#reviewing-client-data)
    - [Program Modifications](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#program-modifications)
    - [Client Progress Reports](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#client-progress-reports)
    - [Assessment Results](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#assessment-results)
    - [Exporting Data](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#exporting-data)
- [Operational Tools, Reporting and Auditing](https://help.hirasmus.com/knowledge/operational-tools-reporting-and-auditing?hsLang=en#main-content)

    - [Single Client Reporting / Auditing](https://help.hirasmus.com/knowledge/operational-tools-reporting-and-auditing?hsLang=en#single-client-reporting-auditing)
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    - [Activity Time Change Requests](https://help.hirasmus.com/knowledge/operational-tools-reporting-and-auditing?hsLang=en#activity-time-change-requests)
- [Sessions](https://help.hirasmus.com/knowledge/sessions?hsLang=en#main-content)

    - [Setting Up a Client Session](https://help.hirasmus.com/knowledge/sessions?hsLang=en#setting-up-a-client-session)
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- [Supervision Mode](https://help.hirasmus.com/knowledge/supervision-mode?hsLang=en#main-content)

    - [Supervision Criteria](https://help.hirasmus.com/knowledge/supervision-mode?hsLang=en#supervision-criteria)
    - [Supervising Live Sessions](https://help.hirasmus.com/knowledge/supervision-mode?hsLang=en#supervising-live-sessions)
    - [Supervision Session Notes](https://help.hirasmus.com/knowledge/supervision-mode?hsLang=en#supervision-session-notes)
- [Templates](https://help.hirasmus.com/knowledge/templates?hsLang=en#main-content)

    - [Session Notes](https://help.hirasmus.com/knowledge/templates?hsLang=en#session-notes)
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    - [Treatment Plans and Progress Reports](https://help.hirasmus.com/knowledge/templates?hsLang=en#treatment-plans-and-progress-reports)
    - [Activity Types](https://help.hirasmus.com/knowledge/templates?hsLang=en#activity-types)
- [Integrations](https://help.hirasmus.com/knowledge/integrations?hsLang=en#main-content)

    - [Aloha ABA Integration](https://help.hirasmus.com/knowledge/integrations?hsLang=en#aloha-aba-integration)
    - [Aloha Integration: FAQ And Troubleshooting](https://help.hirasmus.com/knowledge/integrations?hsLang=en#aloha-integration-faq-and-troubleshooting)
    - [Lumary Integration: Overview](https://help.hirasmus.com/knowledge/integrations?hsLang=en#lumary-integration-overview)
    - [Lumary Integration: Set Up](https://help.hirasmus.com/knowledge/integrations?hsLang=en#lumary-integration-set-up)
    - [Lumary Integration: Running and Reviewing Sessions](https://help.hirasmus.com/knowledge/integrations?hsLang=en#lumary-integration-running-and-reviewing-sessions)
    - [Lumary Integration: FAQ and Troubleshooting](https://help.hirasmus.com/knowledge/integrations?hsLang=en#lumary-integration-faq-and-troubleshooting)
    - [Boost Integration: Overview](https://help.hirasmus.com/knowledge/integrations?hsLang=en#boost-integration-overview)
    - [Boost Integration: Set Up](https://help.hirasmus.com/knowledge/integrations?hsLang=en#boost-integration-set-up)
    - [Boost Integration: Running and Reviewing Sessions](https://help.hirasmus.com/knowledge/integrations?hsLang=en#boost-integration-running-and-reviewing-sessions)
    - [Boost Integration: FAQ and Troubleshooting](https://help.hirasmus.com/knowledge/integrations?hsLang=en#boost-integration-faq-and-troubleshooting)
    - [Camber Integration: Overview](https://help.hirasmus.com/knowledge/integrations?hsLang=en#camber-integration-overview)
    - [Camber Integration: Set up](https://help.hirasmus.com/knowledge/integrations?hsLang=en#camber-integration-set-up)
    - [Camber: Running and Reviewing Sessions](https://help.hirasmus.com/knowledge/integrations?hsLang=en#camber-running-and-reviewing-sessions)
    - [Camber: FAQ and Troubleshooting](https://help.hirasmus.com/knowledge/integrations?hsLang=en#camber-faq-and-troubleshooting)
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- [Offline Mode](https://help.hirasmus.com/knowledge/offline-mode?hsLang=en)
- [Parents](https://help.hirasmus.com/knowledge/parents?hsLang=en)
- [RBT Training](https://help.hirasmus.com/knowledge/rbt-training?hsLang=en)
- [Outcomes](https://help.hirasmus.com/knowledge/outcomes?hsLang=en#main-content)

    - [Data Accessibility](https://help.hirasmus.com/knowledge/outcomes?hsLang=en#data-accessibility)
- [AI](https://help.hirasmus.com/knowledge/ai?hsLang=en#main-content)

    - [AI Note Auditor](https://help.hirasmus.com/knowledge/ai?hsLang=en#ai-note-auditor)
- [Scheduling](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#main-content)

    - [🏁 Scheduling: Getting Started](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#scheduling-getting-started)
    - [🛠️ Scheduling: Set Up](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#%EF%B8%8F-scheduling-set-up)
    - [⚙️ Scheduling: Calendar Views and Settings](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#%EF%B8%8F-scheduling-calendar-views-and-settings)
    - [📆 Scheduling: Creating and Updating Appointments and Events](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#scheduling-creating-and-updating-appointments-and-events)
    - [✅ Scheduling: Completing Scheduled Appointments](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#scheduling-completing-scheduled-appointments)
    - [📈 Scheduling: Appointments Reporting](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#scheduling-appointments-reporting)
- [Frequently Asked Questions](https://help.hirasmus.com/knowledge/frequently-asked-questions?hsLang=en#main-content)

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