Changes for page Outcome Comparison Report

Last modified by karimpirani on 2014/07/11 17:14
From version Icon 12.1 Icon
edited by karimpirani
on 2014/06/27 16:13
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To version Icon 17.1 Icon
edited by karimpirani
on 2014/07/09 20:50
Change comment: There is no comment for this version

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6 6  ~1. To run an Outcome Comparison report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar. After the pull down menu appears, select the third option marked "Reports"
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8 -1.1 Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
8 +[[image:new reports option - for all reports.PNG]]
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10 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Outcome+Snapshot+Report/outcome%20snapshot%20-%201.PNG||alt="outcome snapshot - 1.PNG" width="100%"]]
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12 12  2. Select the "Personal Reports" tab under Saved and Named Reports
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14 14  2.1 Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon.
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48 48  6.1 Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Start Date") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane.
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50 50  * **"Client Status"**: you can select whether to incorporate data from only active or inactive clients, or both
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51 +* (% style="line-height: 19.600000381469727px;" %)**"Sliding Date Range"**: allows you to choose a "sliding range" of time (e.g. last 6 months). This is called "sliding" because it is not affiliated with particular dates and can change based on when you choose to run the report. Many options are self-explanatory, but see below for some clarifications.
52 +** "Specified Date Range" - choose this option if you would prefer to manually enter specific start and end dates (see next two parameters)
53 +** "Year to Date" - this will run a report constituting data from January 1 of the current year until the day the report is run
54 +** "Last 30 Days" - data from the last 30 calendar days will be included and tabulated
55 +** "Last Year" - this essentially means that data from the last 365 days will be taken into account. Note that this option does (% style="line-height: 19.600000381469727px;" %)//not //mean the last calendar year.
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51 51  * **"Start Date"**: You can choose the specific date for which you would like the report to begin giving information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
52 52  * **"End Date"**: You can choose the specific date for which you would like the report to stop give information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
53 53  * **"Force Timeframe"**: by checking this box, you necessitate that both of your assessment types (T1 and T2) fall into the date range you specified earlier. Alternatively, leaving this box unchecked would allow the initial assessment to fall outside of the date range since, normally, the date range only applies to the second assessment in your comparison.
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60 60  * **"Organizational Units"**: The organizational unit represents the geographic or other division of systems. In order to select your preferred organization unit, simply click the down arrow to expand the options, and then proceed to check all the applicable boxes for all locations (e.g. "Sydney") you are interested in for your report.
61 61  * **"Aggregate OU"**: this will combine data from all OUs into one data point
62 62  * **"Reporting Units"**: The reporting unit represents the classification of clients based on various factors through the system of tagging. You can select all reporting units of interest by checking all appropriate boxes (and sub-boxes) you want your report to incorporate. Note: this is an optional parameter, and you may leave this blank and still generate a report that includes - as a default - all RUs.
63 -* **"Assessors"**: you can choose to look at specific users through this option by adding certain individuals
64 64  * **"Scores"**: you can select the scores to include in your progression report (e.g. choosing only 1 and 2 will show you the all individuals who had those scores over the period of time you selected)
65 65  * **"Age Ranges"**: allows you to select which group of people, based on age, to include in your data
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101 101  * Run Report: allows you to run report and print out (see above)
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104 104  (% style="line-height: 19.600000381469727px;" %)**__UNDERSTANDING YOUR OUTCOME COMPARISON REPORT__**
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107 107  Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference purposes.
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109 -[[image:outcome comparison - report.PNG||style="font-size: 14px; background-color: rgb(245, 245, 245);"]]
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125 125  __Middle (DATA)__
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129 129  * First, note that the data are divided into two sides: one side for each reason for assessment
130 130  * Also, there is an arrow drawn to reaffirm the utility of the report in assessing change from one reason for assessment to the next
131 131  * Because we checked off the "aggregate OU" box for this example, all OUs are represented in the data.
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