Outcome Snapshot Report

The Outcome Snapshot Report allows you to see a summary report of assessment results for specific domains of interest through the filters of time and organizational unit.

CREATING AN OUTCOME SNAPSHOT REPORT

1. To run an Outcome Snapshot report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.

1.1 After the pull down menu appears, select the third option marked "Reports"

2. Select the "Personal Reports" tab under Saved and Named Reports

2.1 Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon.

2.2 NOTE: If you simply plan on working with an existing Outcome Snapshot 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

3. A list of report options should subsequently come up.

3.1 Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Outcome Snapshot Report.

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 snapshot."

4. A new report, generically entitled Outcome Snapshot, should appear in your list of reports.

5. Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.

5.1 Initially, you can use this new pane to change the name your report from the generically-assigned "Outcome Snapshot," as well as provide a different or more robust description for your report.

6. Next, we will discuss the various parameters you can change in running your report.

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.

• "Client Status": you can select whether to incorporate data from only active or inactive clients, or both
• "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.
• "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.
• "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")
• "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)
• "Assessment Types": select which assessments you want to include in the report; note that these options are divide based on the juncture of the assessment
• "Assessment Status(es)": decide what sorts of assessments you would like included in the report (e.g. only ones marked "approved")
• "Aggregate Items": checking this box will combine all the assessment items in the report produced into one data point
• "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.
• "Aggregate OU": this will combine data from all OUs into one data point
• "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. 
• "Assessors": you can choose to look at specific users through this option by adding certain individuals
• "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)
• "Age Ranges": allows you to select which group of people, based on age, to include in your data

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.

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).

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

8. When you run your report (by clicking on the "Run Report" button), your new Outcome Snapshot report should open in a new tab on your computer.
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.
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.

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.

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.

9. TOOLBAR OPTIONS

• Refresh: allows you to check for any new or updated reports
• Open Selected: opens up the information and parameters for the selected report
• Show Filter: allows you to filter your reports by name
• New Saved Personal Report: allows you to create a new report (see above)
• Delete Report: allows you to delete an existing report (see above)
• Copy: allows you to copy the exact report type and its parameters for future use
• 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
• Run Report: allows you to run report and print out (see above) and gives you options for immediate generation or email delivery

UNDERSTANDING YOUR OUTCOME SNAPSHOT REPORT

Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference purposes.

Let's begin dissecting the report and the data it provides. Remember, again, that the Outcome Snapshot report aims to provide you with critical assessment information and results about a specific domain item over any period of time you choose (and across any OU you desire).

Top

• the title of the report is featured prominently at the center of the first page
• 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.

• your report includes a time stamp of the exact date and time the report was ordered.