New User Training – Report Center ( Building Ad Hoc Reports)

1.Training Overview #

This training is designed to provide an overview of the basic functionality of  OnPoint ‘s Reporting Centers that are used to create adhoc 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
  • Report Centers for Student/Assessment/Staff/Finance Tabs
    • Student
    • Assessment
    • Staff
    • Finance
  •  Best Practices
  • Support/Training

2.Accessing OnDataSuite #

Accessing OnDataSuite

The OnDataSuite Administrator at your LEA will set up your account with appropriate access and then provide you with:

  • URL to the database
  • User Name
  • Password

Browser Support
Chrome version 44 or higher – (Preferred Browser)
Firefox version 40 or higher
Safari version 8 or higher
Internet Explorer version 11 or higher

NOTE: If you have forgotten your username or password, please contact your local ODS Administrator to reset.

2.1.Account Information #

To access your 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.

  • Administrators  will have access to system setup sections and permissions.

 

  • My Account is for “End Users”  – “Your Account Page”
    •  Your Profile  is used to change passwords
    • Job Title/Areas of Interest is used to create a listsev. The users access/account permissions will NOT be affected.
    • User Settings change the dashboard displays.

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.
    • Each type of data loaded can be viewed on a corresponding tab.

 

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:  Check what data is loaded and how current. 

Contact ODS administrators to load additional files as needed and as they become available.

4.Student/Assessment/Staff/Finance #

  • The Student/Assessment/Staff/Finance tabs all have a Report Center to enable ad hoc reports to be created.
  • The functionality is consistent for each area.

4.1.Report Center #

Report Center -is used to build your own “adhoc” reports.

  • Select the initial “Category”, to begin.
    • Use the help “?” for information on each category.
    • Select desired year(s), or leave blank to display all.
  • Select “Criteria”,
    • Includes a list of elements pertaining to the category selected.
    • Filter options available – if needed.
  • “Create Report”

 

Student Report Center

Examples – Summer PEIMS

  • Disciplinary Incidents
    • Criteria 1 = “Reporting Period”

Create Report

 

  • Summer Enrollment
    • Criteria 1 = “SPED” ( see filter options)
      • Criteria 2 = “Grade”

Create Report

 

Assessment Report Center

  • Select the Type of Assessment data to review.

 

Examples:

  • STAAR EOC Report Center

  • Algebra I
    • Criteria 1 = Did Not Meet (Filter = Yes)
    • Criteria 2 = Grade
    • Create Report
  • English I
    • Criteria 1=LEP
    • Criteria 2 =ELL Progress Measure
    • Create Report

 

Staff Report Center

Examples:

  • Class Roster
    • Class Roster Fall Enrollment – (Year?)
      • Population Served =  (filter Gifted and Talented)

 

  • PEIMS
    •  Staff
      • Criteria 1 = “Role ID” (filter for teacher = 087)
      • Criteria 2= “Highest Degree Level”
      • Create Report

(Reverse Criteria)

4.1.1.Report Options #

Only available after an “adhoc” report is created. It will be located in the black box on the left of the screen.

NOTE: “x” will close the Report Option screen.

 

  • Graphing  – Allows user to graph the data displayed. Select a graph option on the fly, invert and change discriptions,
  • Heatmap “On” – Adds color gradients to identify hot spots with option to invert and move the color gradient.

 

  • Other
    • Export to Excel – Creates data in a spreadsheet
    • Edit – Sends user back to “create report” with options still selected
    • Bookmark – Saves the parameters of the report to the bookmarks menu and offers the option to share with other users.
       
    • Show Percent – displays % by column
    •  Zeros – displays areas that aren’t displaying because of the return of a zero value.

4.1.2.Focus List #

Use Focus Lists when creating Ad Hoc reports to build the report using ONLY the students  in the Focus List.

5.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.

Help Guide Powered by Documentor
Suggest Edit