Changes for page Outcome Snapshot Report

Last modified by karimpirani on 2014/07/11 17:14
From version Icon 16.1 Icon
edited by karimpirani
on 2014/06/26 18:30
Change comment: There is no comment for this version
To version Icon 17.1 Icon
edited by karimpirani
on 2014/06/27 13:57
Change comment: There is no comment for this version

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4 4  **__CREATING AN OUTCOME SNAPSHOT REPORT__**
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7 +~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.
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8 -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.After the pull down menu appears, select the third option marked "Reports"
9 +1.1 After the pull down menu appears, select the third option marked "Reports"
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10 -Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
11 +1.2 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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12 12  [[image:outcome snapshot - 1.PNG||width="100%"]]
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14 -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 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).
15 +2. Select the "Personal Reports" tab under Saved and Named Reports
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17 +2.1 Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon.
18 +
19 +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
20 +
16 16  [[image:outcome snapshot - 2.PNG]]
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19 -A list of report options should subsequently come up. Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Outcome Snapshot 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 snapshot."
24 +3. A list of report options should subsequently come up.
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26 +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.
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28 +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."
29 +
30 +
22 22  [[image:outcome snapshot - 3.PNG]]
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26 -A new report, generically entitled Outcome Snapshot, should appear in your list of reports.
35 +4. A new report, generically entitled Outcome Snapshot, should appear in your list of reports.
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28 28  [[image:outcome snapshot - 4.PNG]]
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32 -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 Snapshot," as well as provide a different or more robust description for your report.
41 +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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43 +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.
44 +
34 34  [[image:outcome snapshot - 5.PNG]]
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38 -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.
49 +6. Next, we will discuss the various parameters you can change in running your report.
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51 +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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53 +
41 41  * **"Client Status"**: you can select whether to incorporate data from only active or inactive clients, or both
42 42  * **"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.
43 43  * **"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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60 -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).
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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62 -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
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
78 +
64 64  [[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/tickler%207.PNG||alt="tickler 7.PNG" width="100%"]]
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67 -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.
68 -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.
69 -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.
82 +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.
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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88 +
72 72  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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74 74  [[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/assessment%20aging%20-%20toolbar.PNG||alt="assessment aging - toolbar.PNG"]]
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76 -__TOOLBAR OPTIONS__
94 +__9. TOOLBAR OPTIONS__
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78 78  * Refresh: allows you to check for any new or updated reports
79 79  * Open Selected: opens up the information and parameters for the selected report
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100 100  
101 101  __Top__
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103 -
104 104  * the title of the report is featured prominently at the center of the first page
105 105  * 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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108 108  __Bottom__
109 109  )))
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111 -
112 112  * your report includes a time stamp of the exact date and time the report was ordered.
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114 114  (((
115 115  __Middle (DATA)__
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117 -
118 118  * Because we checked off the "aggregate OU" box for this example, all OUs are represented in the data.
119 119  * Because there were 68 people who met all the criteria we set out in our parameters, 68 appears as the total for all rows.
120 120  * 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.