Changes for page Progression Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 10.1 Icon
edited by karimpirani
on 2014/06/25 17:01
Change comment: There is no comment for this version
To version Icon 12.2 Icon
edited by karimpirani
on 2014/06/27 13:25
Change comment: There is no comment for this version

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1 -The Progression Report allows you to see - based on assessment types (also referred to as "reason for assessment") -(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %) how a group or population (however your program chose to define it, whether through OUs, tagged groups, etc.) is progressing in aggregate through their assessments.
1 +The Progression Report allows you to see - based on assessment types (also referred to as "reason for assessment") - how a group or population (however your program chose to define it, whether through OUs, tagged groups, etc.) is progressing in aggregate through their assessments.
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3 3  Note: This is not a progression over time directly, but a progression through the assessments.
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6 6  __**CREATING A PROGRESSION REPORT**__
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9 -To run a Progression 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. To create a Progression 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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11 -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 +1.1 Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
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13 13  [[image:progression report - named and saved reports.PNG||width="100%"]]
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17 -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 Tickler 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).
17 +2. Select the "Personal Reports" tab under Saved and Named Reports
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19 +2.2 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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21 +2.3 NOTE: If you simply plan on working with an existing Progression 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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19 19  [[image:progression report - new report.PNG||width="100%"]]
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23 -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 Progression 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 "progression."
27 +3. A list of report options should subsequently come up.
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29 +3.1 Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Progression Report.
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31 +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 "progression."
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25 25  [[image:progression report - choose progression.PNG||width="30%"]]
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29 -A new report, generically entitled Progression, should appear in your list of report. 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 "Progression," as well as provide a different or more robust description for your report.
37 +4. A new report, generically entitled Progression, should appear in your list of report.
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39 +4.1 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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41 +4.2 Initially, you can use this new pane to change the name your report from the generically-assigned "Progression," as well as provide a different or more robust description for your report.
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31 31  [[image:progression report - renaming.PNG||width="30%"]]
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70 +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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72 +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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74 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/tickler%207.PNG||alt="tickler 7.PNG" width="100%"]]
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77 +When you run your report (by clicking on the "Run Report" button), your new Progression report should open in a new tab on your computer.
78 +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.
79 +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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82 +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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84 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/assessment%20aging%20-%20toolbar.PNG||alt="assessment aging - toolbar.PNG"]]
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86 +__TOOLBAR OPTIONS__
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88 +* Refresh: allows you to check for any new or updated reports
89 +* Open Selected: opens up the information and parameters for the selected report
90 +* Show Filter: allows you to filter your reports by name
91 +* New Saved Personal Report: allows you to create a new report (see above)
92 +* Delete Report: allows you to delete an existing report (see above)
93 +* Copy: allows you to copy the exact report type and its parameters for future use
94 +* Run Report: allows you to run report and print out (see above)
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96 +Next, we will look at the report itself and the information it conveys.
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57 57  **__UNDERSTANDING YOUR PROGRESSION REPORT__**
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