Changes for page Outcome Comparison Report

Last modified by karimpirani on 2014/07/11 17:14
From version Icon 8.1 Icon
edited by karimpirani
on 2014/06/27 14:00
Change comment: There is no comment for this version
To version Icon 6.1 Icon
edited by karimpirani
on 2014/06/26 18:42
Change comment: There is no comment for this version

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4 4  __CREATING AN OUTCOME COMPARISON REPORT__
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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"
6 +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 +Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
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10 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 -2. Select the "Personal Reports" tab under Saved and Named Reports
12 +Select the "Personal Reports" tab under Saved and Named Reports Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon. (NOTE: If you simply plan on working with an existing Outcome Comparison report, you may use the steps outlined above but now proceed to use one of the many menu options located on the top row of the left pane. These options include the ability to filter your reports by name, copy, delete, and re-run them).
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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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16 -2.2 NOTE: If you simply plan on working with an existing Outcome Comparison report, you may use the steps outlined above but now proceed to use one of the many menu options located on the top row of the left pane. These options include the ability to apply certain filters to your reports, copy reports, delete reports, etc
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18 18  [[image:http://wiki.objectivearts.com/bin/download/Documentation/Outcome+Snapshot+Report/outcome%20snapshot%20-%202.PNG||alt="outcome snapshot - 2.PNG"]]
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20 -3. A list of report options should subsequently come up.
16 +A list of report options should subsequently come up. Proceed to the bottom of page 1 of this list (by scrolling down) to select Outcome Comparison Report. If you are having trouble finding the report type, you can use the filter tool located at the top of the window (denoted by the gray filter icon) and simply search "outcome comparison." NOTE: there is also an option to run this comparison report using multiple instruments. To do this, please select the Outcome Comparison (M) report type. Everything about how to generate that report can be gleaned from following this same procedure.
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22 -3.1 Proceed to the bottom of page 1 of this list (by scrolling down) to select Outcome Comparison Report.
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24 -3.2 If you are having trouble finding the report type, you can use the filter tool located at the top of the window (denoted by the gray filter icon) and simply search "outcome comparison."
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26 -3.3 NOTE: there is also an option to run this comparison report using multiple instruments. To do this, please select the Outcome Comparison (M) report type. Everything about how to generate that report can be gleaned from following this same procedure.
27 -
28 28  [[image:outcome comparison - 3.PNG]]
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32 -4. A new report, generically entitled Outcome Comparison, should appear in your list of reports.
22 +A new report, generically entitled Outcome Comparison, should appear in your list of reports.
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34 34  [[image:outcome comparison - 4.PNG]]
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38 -5. Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
28 +Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear. Initially, you can use this new pane to change the name your report from the generically-assigned "Outcome Comparison," as well as provide a different or more robust description for your report.
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40 -5.1 Initially, you can use this new pane to change the name your report from the generically-assigned "Outcome Comparison," as well as provide a different or more robust description for your report.
41 -
42 42  [[image:outcome comparison - 5.PNG]]
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46 -6. Next, we will discuss the various parameters you can change in running your report.
34 +Next, we will discuss the various parameters you can change in running your report. 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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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
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.
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71 -7. After you have made these changes and included all this new information, you should save these parameter inputs using the "Save" button (represented by the floppy disc icon) located on the top of the right pane.
57 +After you have made these changes and included all this new information, you should save these parameter inputs using the "Save" button (represented by the floppy disc icon) located on the top of the right pane. Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane).
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73 -7.1 Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane).
59 +Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options
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75 -7.2 Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options
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77 77  [[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/tickler%207.PNG||alt="tickler 7.PNG" width="100%"]]
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80 -8. When you run your report (by clicking on the "Run Report" button), your new or updated report will typically appear in a new tab within your browser window.
81 -8.1 Note: your report will vary in length depending on what organizational unit you chose, as well as how many sub-groups were part of the larger unit.
82 -8.2 If you would prefer a paper copy of the report, you can easily obtain one by choosing the "Print Report" option (represented by the printer icon) in the menu bar towards the top of the screen.
64 +When you run your report (by clicking on the "Run Report" button), your new Tickler report should open in a new tab on your computer.
65 +Note: your report will vary in length depending on what organizational unit you chose, as well as how many sub-groups were part of the larger unit.
66 +If you would prefer a paper copy of the report, you can easily obtain one by choosing the "Print Report" option (represented by the printer icon) in the menu bar towards the top of the screen. There are also options in this space for you to Export the Data from this report or Save the Report (as a PDF, for example) to your computer.
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84 -8.3 There are also options in this space for you to Export the Data from this report or Save the Report (as a PDF, for example) to your computer.
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87 87  NOTE: if you want to delete the report you have created (or any report that is saved with an ID number), you can do so by selecting the report (causing it to highlight) and clicking on the "Delete Report" option represented by the red minus sign.
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90 90  [[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/assessment%20aging%20-%20toolbar.PNG||alt="assessment aging - toolbar.PNG"]]
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73 +__TOOLBAR OPTIONS__
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93 -__9. TOOLBAR OPTIONS__
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95 95  * Refresh: allows you to check for any new or updated reports
96 96  * Open Selected: opens up the information and parameters for the selected report
97 97  * Show Filter: allows you to filter your reports by name
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103 103  (((
104 104  (% style="line-height: 19.600000381469727px;" %)**__UNDERSTANDING YOUR OUTCOME COMPARISON REPORT__**
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110 110  )))