1.Training Overview
This training is designed to provide an overview of the basic functionality of OnPoint ‘s Custom and Validation Reports.
At the end of this training users will have a basic understanding of the following:
- Log in and access for user accounts
- Data Sources
- Custom Reports on all Tabs
- Student
- Assessment
- Staff
- Finance
- Accountability
- Best Practices
- Support/Training
2.Accessing OnDataSuite
Accessing OnDataSuite
Your log in credentials will be provided by the Administrator of OnDataSuite at your LEA.
- URL – bookmark using Chrome
- User Name
- Password – user may reset once logged in
- Forgotten Username / Password – If you have forgotten your username or password, please contact your local ODS Administrator to reset.
3.My Account
My Account
- Located on top right of black menu bar- three horizontal bars (Hamburger menu)
- Select My Account
- Use the “Your Profile” icon to change your password. Enter the “New Password” and “Confirm Password”. Click “Update”
- Use the “Job Title/Areas of Interest” icon to set up your listserv.
Click on “Update Settings” to save changes.
NOTE: This does NOT affect access levels.
User Settings will change the display on the the Fall and/or Summer Dashboard.
- Dashboard displays
- Open in “new” tab
- Dark MODE
4.File Center
File Center
Located on the black menu bar at the top of the screen.
- Data Sources – Each blue bar indicates the type of file that can be uploaded
File Review – Scroll toward the bottom of the screen to view the files that have been uploaded into the system and will be used to populate the reports.
BEST Practice: Know how current the data sets are and what has been loaded.
Contact ODS administrators to load additional files as needed and as they become available.
5.Student/Assessment/Staff/Finance
- The Student/Assessment/Staff/Finance tabs all have “clickable” reports in the Validation and/or in the Custom Report sections.
5.1.Custom Reports
Validation Reports & Custom Reports
Organized into topical folders, these ready to generate reports allow users to review data in many areas very quickly.
Report Search allows user to type in a key word and find a report containing the word in its title
Locate report(s) inside the folder.
Generate report and note filter options at the top of each report.
-
- *Year – If unavailable, this data may not be uploaded in the file center
- *Campus
- *Special population or Focus list
- Details – provide “more” or “less” data displayed
*Mulit-select to display multiple filters on the screen.
5.1.1.Tools/Features
Use Tools for Validation/Custom Reports
- Export to Excel – Creates data in a spreadsheet
After generating, select download link in bottom left corner to open
report - Bookmark – Saves the parameters of the report to your bookmarks menu
- Complete listing of the bookmarked reports located in “Bookmarks” on the top black menu bar.
- Options to open, edit the title, delete the report, share the report or organize reports into folders.
- Report Info – Provides notes about how the report functions.
- Summary – what will be displayed
- Usage – how to use the report
- Data – which files are needed
- Definitions – for key elements
- Calculations – if needed
- Live links – websites/crosswalks
Select “Print”- to create a hard copy-top left corner, black menu bar
Detail Access required to Generate a list of students/staff. Click the blue number in any row or column of the report.
These live links will produce the list that makes up the count.
5.1.2.Column Options
NOTE: Available at the “LIST” view level report.
Column Options allows editing and adding fields from any of the data sources and/or for various years.
- Select “Add New Column”
- To Add a column(s) of data to the list
- Select a “Data Type”
- Select a “Record”
- Select a “Column” – may select multiple
- Select a “Year”
- Click “Add Column(s)”
or
- Change the appearance:
- To change the title, type over the existing title
- To hide a column, check “Hidden”
- To change the “Display Type”, use the dropdown (Code, Description, Code-Description)
- To group the data, check “Grouping”
- Use Save/Select ALL to save a row(s) of data to add to a subsequent report.
- To delete a column, click the trash can
- To change the order, drag the blue arrow under “Controls” up or down
5.1.3.Focus List
NOTE: Available at the “List” view of a report.
Focus List allows you to create a group that can be used in reports to get results specific to that group
- Two different options:
- To create a new list, use the default name or type in the name desired in the
“Create New Focus List:” field and “Submit” OR - To append the list to an existing focus list, choose the existing focus list title from
the “Append List to Existing Focus List:” dropdown box and “Submit”
- To create a new list, use the default name or type in the name desired in the
- An on screen confirmation box will appear, allowing you to “Close” or “View Focus
List”
Focus List Usage
- Create ad hoc reports using the Focus List dropdown box.
- Some custom reports have the option to choose a Focus List as the data source.
To find a complete listing of the focus groups created, select “Focus List” from the black menu bar.
From here, the available options include:
- Edit the title
- Delete
- Duplicate
- Share
- Add new members
6.Accountability
The majority of the reports in the Accountability section are created based on the most current manual(s) available.
However, results should be considered “Preliminary or Estimates”.
- Federal
- State
- Results Driven Accountability RDA)
- Data Validation Monitoring- DVM
7.Support/Training
- Submit Ticket Icon – Use to enter a question, problem, or feature request with detailed information and click “Create Ticket”
- Manual Icon – Use to search for information on reports and functionality.
“Support” link – top black menu bar
- Webinars
- Recordings of past Web-ex training, along with handouts, on the left. (Use drop down to assist with locating training topics.)
- Upcoming training descriptions and registration links on the right.
- Training Videos – short clips for specific topics
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