Wiki source code of Progression Report

Last modified by karimpirani on 2014/07/11 17:12

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12.2	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	Note: This is not a progression over time directly, but a progression through the assessments.
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17.1	6	===== __CREATING A NEW PROGRESSION REPORT__ =====
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16.1	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"
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16.1	10	[[image:new reports option - for all reports.PNG]]
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12.2	14	2. Select the "Personal Reports" tab under Saved and Named Reports
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12.2	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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	18	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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9.1	20	[[image:progression report - new report.PNG\|\|width="100%"]]
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12.2	24	3. A list of report options should subsequently come up.
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12.2	26	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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	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 "progression."
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10.1	30	[[image:progression report - choose progression.PNG\|\|width="30%"]]
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12.2	34	4. A new report, generically entitled Progression, should appear in your list of report.
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12.2	36	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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	38	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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10.1	40	[[image:progression report - renaming.PNG\|\|width="30%"]]
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12.3	44	5. Next, we will discuss the various parameters you can change in running your report.
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12.3	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
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12.3	48	* "Client Status": you can select whether to incorporate data from only active or inactive clients, or both
13.2	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.
12.3	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	* "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	* "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")
	57	* "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)
	58	* "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
	59	* "Assessment Status(es)": decide what sorts of assessments you would like included in the report (e.g. only ones marked "approved")
	60	* Aggregate Items": checking this box will combine all the assessment items in the report produced into one data point
	61	* "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.
	62	* "Aggregate OU": this will combine data from all OUs into one data point
	63	* "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 (the only one), and you may leave this blank and still generate a report.
	64	* "Assessors": you can choose to look at specific users through this option by adding certain individuals
	65	* "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)
	66	* "Age Ranges": allows you to select which group of people, based on age, to include in your data
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10.1	68	[[image:progression report - parameters.PNG\|\|width="30%"]]
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12.3	73	6. 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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12.3	75	6.1 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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12.3	77	6.2 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
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11.1	79	[[image:http://wiki.objectivearts.com/bin/download/Documentation/Tickler+Report/tickler%207.PNG\|\|alt="tickler 7.PNG" width="100%"]]
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12.3	82	7. 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.
	83	7.1 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	7.2 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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12.3	86	7.3 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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12.3	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.
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18.2	92	[[image:new toolbar for all reports.PNG]]
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12.3	94	__9. TOOLBAR OPTIONS__
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	96	* Refresh: allows you to check for any new or updated reports
	97	* Open Selected: opens up the information and parameters for the selected report
	98	* Show Filter: allows you to filter your reports by name
	99	* New Saved Personal Report: allows you to create a new report (see above)
	100	* Delete Report: allows you to delete an existing report (see above)
	101	* Copy: allows you to copy the exact report type and its parameters for future use
19.1	102	* 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
18.2	103	* Run Report: allows you to run report and print out (see above) and gives you options for immediate generation or email delivery
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	105	Next, we will look at the report itself and the information it conveys.
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17.1	108	===== __UNDERSTANDING YOUR PROGRESSION REPORT__ =====
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	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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9.1	113	[[image:progression report - report.PNG\|\|width="100%"]]
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	116	Below are specifics related to the sample report shown above
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12.3	118	A: Time Frame: Select time frame for evaluating progress of the select client population group.
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12.3	120	B: Tags: Can use tags to select different cross sections of the data.
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12.3	122	C: Items: Can select specific items from the assessment to be reviewed in the Progression Report.
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12.3	124	D: Client Status: select Active or Inactive or All Clients. Typically, only active client/patients will be included.
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12.3	126	E: Assessors: Select which Assessors and their client/patients to review in the Progression Report.
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12.3	128	F: Organizational Units: Select the OUs to include in the Progression Report. The report can be run against various Organizational Units and Programs.
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12.3	130	G: Assessment scores: included in 2 buckets, “0&1, and “2&3.” These scores are used for tracking through the assessments. An assessment is assigned to the “0&1” bucket if ALL the items selected in C have a score of 0 or 1. An assessment is assigned to the “2&3” bucket if at least one of the items selected in C has a score of 2 or 3.
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	132	H: Assessment Types are included here. The appropriate Assessment types for this analysis would be selected and show up here as well as in the graph/chart. For each assessment type the number and percentage of assessments classified as “0&1” and “2&3” is displayed.
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	134	I: Analysis of data. Below is a sample inquiry and mathematical model calculation of how to interpret your data.
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17.1	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.