New User Training – Report Notes/Tools

1.Training Overview #

This training is designed to provide an overview of the basic functionality of OnDataSuite’ s OnPoint. OnPar and OnView will be introduced, as well.

At the end of this training users will have a basic understanding of the following key system components:

  • Log in and access for user accounts
  • Data Sources-File Center
  • Tools
  • Report Options
  • Best Practices
  • Support/Training

2.Accessing OnDataSuite #

Accessing OnDataSuite
The OnDataSuite data warehouse resides on a secured web server and can be accessed only after you have been granted permission and user rights through the district’s designated system administrator.

Logging In
To access the data, you will need an internet connection and access to a web browser. The district’s OnDataSuite Administrator will provide you with the URL.  In most instances it will be, (CCCDDD= 6 digit County District number or name)

Example:  OR

System Log In Screen
The system login screen requires the user to enter their designated username and password into the two open field items on the screen. After you have entered your credentials click on the green ‘Login’ button. A white ‘Reset’ button is also available if you need to reset the credentials you have entered.


Browser Support
OnDataSuite supports the following web browsers:
Chrome version 44 or higher – (Preferred Browser)
Firefox version 40 or higher
Safari version 8 or higher
Internet Explorer version 11 or higher

Forgotten Username / Password
If you have forgotten your username or password, please contact your local ODS Administrator to reset.

2.1.Account Information #

To access the account settings, look for the 3 horizontal bars located in the top right corner of screen. This is sometimes referred to as the “hamburger menu”.

There are two types of access from within the user account settings.

  • Users assigned as administrators within the OnDataSuite system will have access to system setup sections and permissions.
  • End Users will only have access to their personal profile area that allows changing passwords or updating the roles and responsibilities fields which effect areas for correspondence from ODS, and their not access within the system.

2.2.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 the listserv. Checking the boxes allows us to send email notifications on trainings, new reports, features and other topics specific to the Job Title and/or Areas of Interest.

 “Update Settings” to save changes.

NOTE: This does NOT affect access levels.

3.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.

4.Report Options/Tools/Features #

Use Report Options with any Report Center/Ad Hoc Report created. It is located in upper right corner of the report

  • Graph Control – Pie, line or bar graph can be created

  • Heatmap On/Off – Makes it easier to see high and low points in the data
  • Export to Excel – Creates data in a spreadsheet
    After generating, select download link in bottom left corner to open
  • Bookmark – Saves the parameters of the report to your bookmarks menu
    NOTE: To find a complete listing of the bookmarked reports, select “Bookmarks” from the
    black menu bar. From here you have the option to open the report, edit the title, delete the
    report, share the report or organize reports into folders.
  • Show Percents – Display percentages for each of the columns
  • Toogle Zeros – Display areas that were left off the report because they had a value of “0”.
  • Add to User Reports – Used to add a row of data to a custom built report.


Select “Print”- to create a hard copy-top left corner, black menu bar









5.Tools #

  • Located at the top right of each report.

  • Export to Excel – Exports data into an excel spreadsheet
    After generating, select download link in bottom left corner to open report.
  • Bookmark – Saves  the report to the bookmarks menu for later review or for sharing.
    NOTE: To find a complete listing of the bookmarked reports, select “Bookmarks” from the
    black menu bar. More info on the Bookmark tab in Bookmark section above.
  • Report Info – Will open a pop up box display a summary and suggested usage of the report, as well as the file sources, content, and special features.
  • Send Feedback – Allows user to create a support ticket.

6.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

  • Training
    • Find recordings of past Web-ex training, along with handouts on the left. (Use drop down to assist with locating training topics.)
    • Locate Upcoming training descriptions and registration links on the right.

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