Changes for page Progression Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 18.2 Icon
edited by karimpirani
on 2014/07/11 17:05
Change comment: There is no comment for this version
To version Icon 13.1 Icon
edited by karimpirani
on 2014/06/27 13:29
Change comment: There is no comment for this version

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3 3  Note: This is not a progression over time directly, but a progression through the assessments.
4 4  
5 5  
6 -===== __**CREATING A NEW PROGRESSION REPORT**__ =====
6 +__**CREATING A PROGRESSION REPORT**__
7 7  
8 -~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"
9 9  
10 -[[image:new reports option - for all reports.PNG]]
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"
11 11  
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"
12 12  
13 +[[image:progression report - named and saved reports.PNG||width="100%"]]
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15 +
16 +
14 14  2. Select the "Personal Reports" tab under Saved and Named Reports
15 15  
16 16  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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46 46  5.1 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
47 47  
48 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 //not //mean the last calendar year.
54 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 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 56  * **"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")
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89 89  8. 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.
90 90  
91 91  
92 -[[image:new toolbar for all reports.PNG]]
90 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/assessment%20aging%20-%20toolbar.PNG||alt="assessment aging - toolbar.PNG"]]
93 93  
94 94  __9. TOOLBAR OPTIONS__
95 95  
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99 99  * New Saved Personal Report: allows you to create a new report (see above)
100 100  * Delete Report: allows you to delete an existing report (see above)
101 101  * Copy: allows you to copy the exact report type and its parameters for future use
102 -* Copy to Master:
103 -* Run Report: allows you to run report and print out (see above) and gives you options for immediate generation or email delivery
100 +* Run Report: allows you to run report and print out (see above)
104 104  
105 105  Next, we will look at the report itself and the information it conveys.
106 106  
107 107  
108 -===== **__UNDERSTANDING YOUR PROGRESSION REPORT__** =====
105 +**__UNDERSTANDING YOUR PROGRESSION REPORT__**
109 109  
107 +
110 110  Remember, the goal of the report is to enable 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. Refer to the sample report below for reference.
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112 112  
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133 133  
134 134  I: **Analysis of data.** Below is a sample inquiry and mathematical model calculation of how to interpret your data.
135 135  
136 -* Is the change in the percentage of assessments classified as “0&1” and “2&3” between two reasons for assessment significant? This is shown here using the McNemar’s statistical test (when the population that has changed bucket is greater than 25 individuals) or the Binomial test (if the population that has changed bucket is 24 or less). This is color coded in red and blue to designate if the statistical significance test has been passed or has failed. Since both the McNemear’s and Binomial tests work on constant population between time one (T1) and time 2 (T2) (e.g. “Initial Assessment” to “Scheduled Update”) the tests use a subset of the population displayed in C. For example, when computing the significance of change between “Initial Assessment” and “Scheduled Update” the report considers all the clients with “Scheduled Update” assessments in the selected time frame and a corresponding “Initial Assessment”, even if the initial assessment is before the selected time frame. As explained in the footnote of the report, significance also shows the size of the population used to compute the test and the number of clients who improved or got worse.
134 +* Is the change in the percentage of assessments classified as “0&1” and “2&3” between two reasons for assessment significant? This is shown here using the McNemar’s statistical test (when the population that has changed bucket is greater than 25 individuals) or the Binomial test (if the population that has changed bucket is 24 or less). This is color coded in red and green to designate if the statistical significance test has been passed or has failed. Since both the McNemear’s and Binomial tests work on constant population between time one (T1) and time 2 (T2) (e.g. “Initial Assessment” to “Scheduled Update”) the tests use a subset of the population displayed in C. For example, when computing the significance of change between “Initial Assessment” and “Scheduled Update” the report considers all the clients with “Scheduled Update” assessments in the selected time frame and a corresponding “Initial Assessment”, even if the initial assessment is before the selected time frame. As explained in the footnote of the report, significance also shows the size of the population used to compute the test and the number of clients who improved or got worse.
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