Ad Hoc (Creating my own Reports)

1.Training Overview #

Training Overview #

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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
    • Report Center layout
    • Adhoc reporting
    • Adding Columns
  • Focus Lists
  •  Best Practices
  • LEA Cloud Sharing
  • Support/Training

2.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.Understanding OnDataSuite Reporting Layouts #

The OnDataSuite reporting layout screens are laid out into three separate sections. These sections will function the same regardless of the OnPoint section that you are researching or creating reports for.

1.  The Report Center
The report center allows users to query the tables of data that have been uploaded into the file center. While the layout of the screens all looks very similar it is important to remember the section that you are in will determine the level of data that you will be able to run reports on.

The example below shows the view from under the STAAR Grades 3-8 Assessment tab. This means all the values that are within this section will only pertain to the STAAR 3-8 files uploaded into the file center.

From this point in the system, users can query and create reports from all the years of STAAR 3-8 data that they have uploaded. To initiate this process click on the test subject table you wish to research in depth.  Once you have made the first selection a corresponding filter option will appear to the right of each selection.

Once you have completed your selection and filter process you can click the ‘Create Report’ button and the system will generate an aggregate report based on your selections.

2.  The Focus List Section
This section allows users to create a filtered overlay of selected students or staff from within the Report Center when a focus list is selected from the drop-down menu selector. The default value is set at the ‘All Student’ level. When a focus list is selected the found items from the related report center selections will only retrieve data for the students, or staff that were selected from the focus list.

Example: If you create a focus list of 100 At-Risk students from the drop-down menu selector and then select Math from the report center and add the criteria of students that did not meet the state standard, your report can only generate 100 or fewer students on the returned list.

3.  Custom Reports
In an effort to save users time, frequently used reported items from within each area can be found in the custom reports sections of each section of OnDataSuite. Reports are automatically generated when the user clicks the link.  Some areas may have expanded sections located within the custom reports area depending on the OnPoint area you are working inside.

 

Example of generated custom reports

 

 

 

 

 

 

 

 

4.Creating A Focus Lists #

Use focus lists to isolate a group of staff or students in order to look at the data pertaining to them more specifically.

Creating:

  • Option 1: From a generated “list” of student or staff names, locate the “Focus List” tab just below the title of the report.
  • Create New Focus List
    • The title may be edited
    • Select Submit
  • OR
  • Append List to Existing Focus List– This feature will add the students/staff to an already existing focus list
    • Browse to a current focus list
    • Select Submit to add
  • Option 2: From a student’s profile dashboard page, locate the “Focus List” section at the bottom right corner
  • Option 3: From the ‘Focus List’ tab (top black menu bar), use ‘Upload Focus List’ to upload a list of TX Unique IDs, Local IDs or SSNs.
  • Step 1: Use the drop down to select ‘Focus List Type’:
    • Student
    • Staff
  • Step 2: Use drop down to select ‘ID Type’:
    • TX Unique ID
    • Local ID’s (Student Only)
    • Social Security No.
  • Step 3: Title focus list in ‘Focus List Name’
  • Step 4: Use ‘Browse’ to find file and ‘Upload’ to load IDs to the data entry box
    • NOTE: The file to be uploaded should be a CSV file
  • Step 5: Data Entry Box
    • Update IDs loaded from CSV file if desired
      • and/or
    • Type IDs into the blank box with commas separating each number
      • Tip: Use for small focus lists
  • Step 6: Create Focus List

Utilization:

An ad hoc report may now be created using a Focus List in the Report Center for Student, Assessment, or Staff. The report will ONLY pull data for the staff/students on the Focus List.

  • Select a Focus List from the Focus List drop down box.
  • Then, create report as usual. (Select Category/Criteria)

Some custom reports also have the option to choose a Focus List as the data source.

Staff/Student Overview tab on Profile/Dashboard – access to profile student or staff details required.

  • A Staff or Student can be added to or removed from an already existing focus list from the Staff/Student profile Overview tab.
  • The Profile Overview will also show any focus lists for which this person is a member.

Locate:

To find a complete listing of the focus groups created, select “Focus List” from the black menu bar.

From here, options include:

  • Edit 
    • Select members of the Focus list to remove
    • Share Focus list with other ODS users including User Groups
    • Edit the Title of the Focus List
    • Delete the Focus List
    • Duplicate the Focus List
    • Share the Focus List
  • Upload Focus list:
    • Add new members to a Focus List
    • Upload a Focus List manually – (see above)

NOTE: Click on the title to display members of the Focus List

5.Ad Hoc #

5.1.Ad Hoc Student #

Report Center

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Report Center -is used to build your own “ad-hoc” 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

  • Criteria 1 Campus
    • Criteria 2 Discipline Action Code

Create Report

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

Create Report

5.1.1.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.
 

5.2.Ad Hoc Assessment #

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=ESL Program Type Code
    • Criteria 2 =Approaches
    • Create Report

 

5.3.Ad Hoc Finance #

Creating Ad Hoc Reports – Finance Report Center – Actual MidYear

NOTE: The year will indicate the year occurred, not the year it was reported to PEIMS.

Example: The 2021-2022 Mid Year PEIMS data will display under the 2020-2021 year.

The Finance Report Center (Ad-Hoc) is a query tool of the raw Actual PEIMS data.  The only business logic applied is when you utilize the Object filter.  If you do not filter on Object codes, there is no logic of revenue to expenditure, etc. applied to the query results.

Object Filter options:

 

  • Actual – Mid Year PEIMS

Criteria 1 = “Fund” + filter “199211”, etc

Criteria 2 = “Function” + filter “11”

Criteria 3 =  “Object” + filter “Expenditures”-6100 (payroll)

Best Practices :

  • Agree General Fund Expenditures by Function to the Statement of Revenues, Expenditures & Changes in Fund Balances.
  •  For each Major Fund group (column), agree:
    1. Revenue by type (57XX, 58XX, & 59XX),
    2. Expenditures by Function,
    3. Excess (deficiency) of Revenues over Expenditures,
    4. Other Financing Sources (Uses),
    5. Net Change in Fund Balances, and
    6. Fund Balances – Ending
  • to the Statement of Revenues, Expenditures & Changes in Fund Balances
  • For each Major Fund group (column), agree Fund Balance amounts and classifications to the Balance Sheet, Governmental Funds.
  • Check this comparison to prior year; be sure to explain any major increases/decreases
  • Dig Deeper? NOTE: IF there are combining statements:
  • PDM2-100-003 – For each Fund Group number (1XX, 2XX, etc.), agree:
  1. Revenue by type (57XX, 58XX, & 59XX)
  2. Transfers in and Transfers Out
  3. Other Resources and Other Uses
  4. Expenditures by Function group
  • For Food Service and Debt Service (Actual Amounts), agree:
    1. Revenue by type (57XX, 58XX, & 59XX),
    2. Expenditures by Function
    3. Net Change in Fund Balance
    4. Ending Fund Balance

Compare the amounts reported in Mid-Year PEIMS for member districts in any SSAs for which the LEA was the fiscal agent and compare it to the Notes to the Financial Statements.

5.4.Ad Hoc Staff #

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)

6.Column Options #

Column Options allows editing and adding information to a detailed student or staff list report from different data sources and/or different years, and various submissions. (Located above column titles.)

  • Use “Add New Column” to add a column(s) of data to the list. Format follows Report Center categories/columns.
    • Select a “Data Type”
    • Select a “Record”
    • Select a “Column” -may select multiple
      • Note: Click outside of dropdown list to return to the Add Columns box in the background
    • Select a “Year”

Click the  “Add ” button to place the new data at the bottom of the display.

Click “Submit Changes”, top right-hand side, to generate the report.

Save Column Set

Use the Save Column Set tab when you want to “store” 1 or more of the rows of data to be used for future reports.

  1. First, select the row(s) of data to be saved by checking the box in the “Save” column.  NOTE: option to “Select All”.
  2. Next click the “Save Column Set” tab.
  3. Provide a name, or use the default for this set of data.

Save Years – to retain the year for which that data is being pulled. It is listed on the row selected to be saved.

Save Code Display type – to retain the type of display selected for the row being saved. (Code, Description, or Code and Description)

Load Column Set  – to add the “Saved Column Set” to the report.

  1. Select Load Data Set
  2. Select the title of the set of columns, previously saved, to be added to the report.
  3. Click “Load”. 
  4. All of the rows of data saved in this set will be added to the bottom of the display.
  5. Click “Submit Changes” to view report with added columns.

Manage Saved Column Sets

View or Delete current saved rows of data.

To EDIT columns/rows on the report

  • Relabel the Title of a row instead of using the default Title. It is a free form field.
  • Use the drop down to select a different Year for the data.
  • Data Set– Lists which file the data is pulling from
  • Record – Describes which record/area the data is pulling from
  • Submission – Identifies which PEIMS submission the data is pulling from
    • Example: Economically Disadvantage is reported in both Fall and Summer PEIMS. User can expect to see identification as to which submission is being pulled to display the data.
  • Change the Display Type to “Description” or the PEIMS “Code” or both
  • Select a row of data to be Hidden when the report displays
  • Grouping allows the user to group/ungroup data to be displayed
  • Apply Filter allows the user to deselect the original filter applied to columns that have been added to the report.  EXAMPLE:
    • Report originally created to look for fall eco dis students coded 01-Free for 18-19
    • After adding fall eco dis code for 17-18 using Add New Column described earlier, if check mark left on (filter applied), report will apply the 18-19 fall eco dis filter of 01 to the 17-18 fall eco dis code and will only return students who are fall eco dis 01 in BOTH 18-19 and 17-18
    • Remove check (filter not applied) on the 17-18 eco dis column and the report will return all students coded fall eco dis 01 in 18-19 along with the fall eco dis reported in 17-18 regardless of what the code was that year
    • Note: The students and the year in the original detailed student list cannot be changed
  • Save – see section above
  • To Remove a column of data, click the trash can icon.
  • Reorder the rows by using the blue up/down arrows.

Add more columns from other sources, records, or years by repeating above steps

7.Cloud Sharing #

LEA Cloud Sharing

Add a report to LEA Cloud Sharing

1. Create an ad-hoc report and/or use drill down to create a detailed list report
2. Bookmark the report
3. Go to bookmarks page and find the report

Then either:
– Left click on the table for the row the report is on to highlight. (Do not click on the report title)
– When the row is highlighted, click on the Cloud Iconlocated at the top light blue menu bar between share and edit.
– Fill out the form and click “Post”.
– Report should show up in the LEA Cloud Sharing Section

OR:

– Right click on the table row the report is on. This will open a menu
– Select LEA Cloud Sharing
– Fill out the form and click Post.
– Report should show up in the LEA Cloud Sharing Section

NOTE: This only works with reports containing index.php/report/ or index.php/l/ in the url. 

  • Some detailed lists are not LEA Cloud Shareable due to the way they are created.  With ad hoc, drill down lists utilize the same parameters as the query to produce results. With some custom reports, however, drill down lists don’t always carry down the same parameters and, therefore, are not able to determine which students to display.
  • If the following elements are a part of the criteria selection, they will not be included in the shared bookmark:
    • E0212 – District ID, E0213 – District Name
    • E0266 – Campus ID, E0267 – Campus Name, E0782 – Campus ID of Enrollment, E0903 – Campus ID of Residence, E1027 – Campus ID of Accountability, E1527 – District of RDSPD Service
    • E0001 – Student ID, E1523 – TX Unique Student ID, E0923 – Local Student ID, E0505 – Staff ID, E1524 – TX Unique Staff ID
    • E0703 – First Name, E0704 – Middle Name, E0705 – Last Name, E0706 – Generation Code
    • E0975 – Instructional Track
    • E1003 – Campus ID of Disciplinary Assignment, E1004 – Disciplinary Action Number, E1016 – Disciplinary Incident Number, E1037 – Campus ID of Disciplinary Responsibility
    • E1032 – Campus ID of Restraint Event, E1035 – Restraint Instance Number
    • E1056 – Class ID Number

Once a report is part of “LEA Cloud Sharing” functionality, options are available.

  • Review ad hoc reports saved to the cloud by you or other LEAs
  • Title, Author, Tags, or Date Shared
    • Click on up/down arrows to sort ascending/descending
    • Search finds data in any of the columns
  • Action items (menu or right click on appropriate folder):
    • Open – Open the report with the same parameters/filters with which it was saved on the cloud. Report can also be opened by clicking on the report title hyperlink.
      • Note: Security access is applied to all reports stored in the cloud.  If you try to run a report for which you do not have access, it will not run.
    • Save – Allows you to save the shared report to your My Bookmarks in the appropriate folder (My Reports or other folders you have built).  Once in My Bookmarks, the report is no longer a shared link and you are the owner of the report.
      • Note: You can also drag and drop the report to the My Bookmarks area which will open up the My Reports and any other folders you have built.
    • Delete – Delete the report. Report will also be deleted for shared users.
  • Bookmark Info – Displays detailed bookmark information including report creator and email address.
  • Right click on report rows – Open in new tab is one other feature that can be utilized when running reports.  This allows the user to process the report in a separate web browser tab.
Updated on 10/11/2021

8.Support #

Support/Training #

 

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Training>Webinars

  • Past recorded and Future upcoming sessions

Ticket – Use to enter a question, problem, or feature request with detailed information and click “Ticket”.

As you type in the Subject box, the Knowledge base search results appear to the right to help with answering questions before submitting a ticket.

Help – Use to search the Knowledge Base for information on the entire OnDataSuite system.

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