Changes for page Progression Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 8.1 Icon
edited by karimpirani
on 2014/06/25 16:58
Change comment: Upload new image progression report - parameters.PNG
To version Icon 11.1 Icon
edited by karimpirani
on 2014/06/26 17:46
Change comment: There is no comment for this version

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6 6  __**CREATING A PROGRESSION REPORT**__
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8 8  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"
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10 -tickler 1.PNG
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12 12  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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14 -tickler 2.PNG
13 +[[image:progression report - named and saved reports.PNG||width="100%"]]
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16 16  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).
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18 -tickler 3.PNG
19 +[[image:progression report - new report.PNG||width="100%"]]
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20 20  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."
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22 -tickler 4.PNG
25 +[[image:progression report - choose progression.PNG||width="30%"]]
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24 -A new report, generically entitled Progression, should appear in your list of report
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26 -stickler 5.PNG
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28 -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.
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.
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30 -tickler(% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)6.PNG
31 +[[image:progression report - renaming.PNG||width="30%"]]
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32 32  (% style="font-size: 14.44444465637207px; background-color: rgb(245, 245, 245);" %)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
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47 47  * (% style="background-color: rgb(245, 245, 245);" %)**"Scores"**: you can select the scores to include in your progression report (e.g. choosing only 1 and 3 will show you the progress of all individuals who moved from 1 initially to 3 later on)
48 48  * (% style="background-color: rgb(245, 245, 245);" %)**"Age Ranges"**: allows you to select which group of people, based on age, to include in your data
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53 +[[image:progression report - parameters.PNG||width="30%"]]
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58 +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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60 +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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62 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/tickler%207.PNG||alt="tickler 7.PNG" width="100%"]]
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65 +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.
66 +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.
67 +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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70 +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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72 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/assessment%20aging%20-%20toolbar.PNG||alt="assessment aging - toolbar.PNG"]]
73 +
74 +__TOOLBAR OPTIONS__
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76 +* Refresh: allows you to check for any new or updated reports
77 +* Open Selected: opens up the information and parameters for the selected report
78 +* Show Filter: allows you to filter your reports by name
79 +* New Saved Personal Report: allows you to create a new report (see above)
80 +* Delete Report: allows you to delete an existing report (see above)
81 +* Copy: allows you to copy the exact report type and its parameters for future use
82 +* Run Report: allows you to run report and print out (see above)
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84 +Next, we will look at the report itself and the information it conveys.
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51 51  **__UNDERSTANDING YOUR PROGRESSION REPORT__**
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54 54  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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57 -[[image:progression report - report.PNG]]
93 +[[image:progression report - report.PNG||width="100%"]]
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60 60  Below are specifics related to the sample report shown above
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78 78  I: **Analysis of data.** Below is a sample inquiry and mathematical model calculation of how to interpret your data.
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81 81  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)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.