Wiki source code of Outcome Comparison Report

Last modified by karimpirani on 2014/07/11 17:14
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1 The Outcome Comparison Report allows you to compare change in domains over time and based on the reason for assessment (e.g. going from the initial visit to a discharge).
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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"
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8 [[image:new reports option - for all reports.PNG]]
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10 2. Select the "Personal Reports" tab under Saved and Named Reports
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12 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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14 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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16 [[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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18 3. A list of report options should subsequently come up.
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20 3.1 Proceed to the bottom of page 1 of this list (by scrolling down) to select Outcome Comparison Report.
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22 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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24 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.
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26 [[image:outcome comparison - 3.PNG]]
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30 4. A new report, generically entitled Outcome Comparison, should appear in your list of reports.
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32 [[image:outcome comparison - 4.PNG]]
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36 5. Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
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38 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.
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40 [[image:outcome comparison - 5.PNG]]
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44 6. Next, we will discuss the various parameters you can change in running your report.
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46 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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48 * **"Client Status"**: you can select whether to incorporate data from only active or inactive clients, or both
49 * **"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.
50 ** "Specified Date Range" - choose this option if you would prefer to manually enter specific start and end dates (see next two parameters)
51 ** "Year to Date" - this will run a report constituting data from January 1 of the current year until the day the report is run
52 ** "Last 30 Days" - data from the last 30 calendar days will be included and tabulated
53 ** "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.
54 * **"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.
55 * **"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.
56 * **"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.
57 * **"Instruments"**: The instrument option allows you to choose the specific assessment tool you would like the report to be run on. Upon clicking on the down arrow, a list of available options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
58 * **"Assessment Items"**: you can elect to choose which items from the assessment you are working with you would like to include in the report (e.g. the "Culture" section)
59 * **"From Assessment type"**: select which assessment you want to include in the report as your "point A"; note that these options are divide based on the juncture of the assessment and will form the basis of comparison with the "to assessment type"
60 * **"To Assessment type"**: select which assessment you want to include in the report as your "point B"; note that these options are divide based on the juncture of the assessment and will form the basis of comparison with the "from assessment type"
61 * **"Assessment Status(es)"**: decide what sorts of assessments you would like included in the report (e.g. only ones marked "approved")
62 * **"Aggregate Items"**: checking this box will combine all the assessment items in the report produced into one data point
63 * **"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.
64 * **"Aggregate OU"**: this will combine data from all OUs into one data point
65 * **"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.
66 * **"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)
67 * **"Age Ranges"**: allows you to select which group of people, based on age, to include in your data
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69 [[image:outcome comparison - 6.PNG]]
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73 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.
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75 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).
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77 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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79 [[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/tickler%207.PNG||alt="tickler 7.PNG" width="100%"]]
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82 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.
83 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.
84 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.
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86 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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89 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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92 [[image:new toolbar for all reports.PNG]]
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95 __9. TOOLBAR OPTIONS__
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97 * Refresh: allows you to check for any new or updated reports
98 * Open Selected: opens up the information and parameters for the selected report
99 * Show Filter: allows you to filter your reports by name
100 * New Saved Personal Report: allows you to create a new report (see above)
101 * Delete Report: allows you to delete an existing report (see above)
102 * Copy: allows you to copy the exact report type and its parameters for future use
103 * Copy to Master: this feature allows you to copy the exact parameters of your report to a master report, which may make it easier for supervisors or other Admin Users to create and run a shared report with the same parameters without having to re-enter all the information
104 * Run Report: allows you to run report and print out (see above) and gives you options for immediate generation or email delivery
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111 ===== (% style="line-height: 19.600000381469727px;" %)**__UNDERSTANDING YOUR OUTCOME COMPARISON REPORT__**(%%) =====
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113 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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115 [[image:outcome comparison - report.PNG||width="100%"]]
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120 Let's begin dissecting the report and the data it provides. Remember, again, that the Outcome Comparison report aims to provide you with critical assessment information and results about a specific domain (and its items) over any period of time and reason for assessment.
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122 __Top__
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124 * the title of the report is featured prominently at the center of the first page
125 * many of the parameters you entered are also included for your ease of remembrance (this includes the period of time you indicated was of interest, the OUs you selected, the domain you are investigating (and the question items associated with that domain), and the status of clients you chose.
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127 __Bottom__
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129 * your report includes a time stamp of the exact date and time the report was ordered.
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131 __Middle (DATA)__
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133 * First, note that the data are divided into two sides: one side for each reason for assessment
134 * Also, there is an arrow drawn to reaffirm the utility of the report in assessing change from one reason for assessment to the next
135 * Because we checked off the "aggregate OU" box for this example, all OUs are represented in the data.
136 * Because there were 4 people who met all the criteria we set out in our parameters, 4 appears as the total for all rows.
137 * Because we selected 0,1,2, and 3 as acceptable scores, this report generates a column for each of those options and shows us the number and percentage of individuals who fell into those buckets.
138 * Because we chose "Culture" as our domain, the results for it (and its items) are shown.
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140 The rows thus represent the assessment items.
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142 The columns represent the scores for those items.
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144 The intersection of the two offers a data point, such as the number of individuals who responded with a score of 2 for the "Identity" item.
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146 To make a comparison, all you need to do is compare these data points. For example, 2 individuals had a score of "1" for language during the initial assessment, but 0 had the same score for the discharge. Note also that the 0 column (for scores) went from 2 initially to 4 later. This kind of comparison allows you to gauge progress and development.
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