Creating Custom Reports in TestView
Creating Custom Reports in Enrich
1 Create a New Report
You may create your own custom report from the Classroom page or from the Manage Reports page.
1. Click Create Report. A Web Page Dialog will appear with the following two choices:
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Choose the first option if you wish to view individual students in a table format. (The second option, Test Score Distribution) is not included in this document. Then click Next. The report definition page is presented in the following sections:
1. Edit the Name of the report if desired. If you plan to save the report, the name should be as descriptive as possible.
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The next section deals with information about the student from the student database. Make your selections as follows:
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2. Select Information by Student (most commonly used). The summarized option is not included in this document.
3. Choose the student information you want to display by clicking the Add Columns link. Select the checkbox by each field you wish to display and click Done. Each box you check will add a new report column to the right of the default Last Name and First Name columns.
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Note: If you wish to remove a column, click the blue “x” to the left of the column name.
4. Next, if you wish to include only a subset of students, click the Add Filter link. From the drop-down list, select the filter and value you wish to focus on. For example, if you select Ethnicity, and then select “Is” and “Hispanic”, your report will include only Hispanic students. You may select multiple values and multiple filters for a report.
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Note: If you wish to allow the filter to be selected when the report is run, select the checkbox “Select value when running report”. This will make the filter a parameter so that when you run the report, you will be prompted to select the school filter. You may then easily select a different school without revising the report criteria.
2. The next section deals with test scores and parameters from a test file. Click the Add Test Administration link and select the test from the drop-down list.
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Select the Administration, and optionally, Grade Level. Note that Enrich will offer only those administrations that your district has created or imported previously. Then select one or more fields from the list, which varies depending upon which test you selected. Each field selected will be added as a column in the report. Click Done when you are finished.
As an example, the PACT selections are shown below.
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5. If you wish to include only a subset of the test scores, click Add Filter. You will see a list box containing fields available for the selected test. For example, if you chose to include PACT test scores on the report, the filter list would look like the following:
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Note: If you wish to allow the filter to be selected when the report is run, then select the checkbox for “Select value when running report”.
After selecting the filter, select the Filter Operator from the drop-down list. A filter operator may look like the following:
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Enter or select the value desired for the filter. You may enter one or more values by typing or selecting from the list provided. You may type multiple values by starting each value on a new line.
Filter Tips:
– The filter operators and values will vary depending upon the criteria selected.
– If you enter multiple values, they are treated as Value1 or Value2; therefore, records matching either value will be included in the report.
Click Run to view the report.
Note about multiple tests: You may add multiple tests to a report, or multiple administrations of the same test, by clicking the Add Test Administration link again. If you add more than one test, you will see a checkbox to omit students if they were untested in one or more administrations:
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The default is enabled (checked). This means that only those students who took ALL selected tests will be included in the report. If you de-select the checkbox, you will most likely see more students in the report, including any student who took at least one of the tests.
2 View / Save / Print / Export a Saved Report
Your saved reports may appear on the Classroom page if you have marked them as Favorites; otherwise you can see them by clicking View all reports on the Classroom page.
View Report
To view any of the existing reports listed on the Reports screen, click on the report name. The report will appear and offer additional tasks such as saving, printing, or changing report criteria. These tasks are listed at the top right corner of the report as follows:
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3
Edit Report (Edit Criteria)
When viewing a report, the Report Criteria section at the top of the screen shows the criteria used in creating the report.
To change the title or criteria of this report, click Edit Criteria. The Edit Report screen appears, allowing you to change any of the report criteria.
Refer to the previous instructions for Create a Report, starting at Step 2.
Save Report
Clicking Save will save the report using the name on the report criteria page. Clicking Save as… will prompt you for a new name. You can access the report later by clicking View All Reports on the Classroom page.
Print Report
To print a copy of the report results:
1. Click Print.
6. Select your print configuration options from the Windows Print Dialog.
7. Click Print.
Export Report
You may export the report results in order to use the data in other applications such as Microsoft Excel. The exported data can be saved into a Microsoft Excel format or CSV (comma delimited) format.
Click Export. A Windows dialog will prompt you to either Open or Save the file.
• If you open the file and you have Excel installed on your system, then the report will be opened by Excel in a new window, with a header row that uses the same labels as shown on the report.
• If you do NOT have Excel, Windows will prompt you to save the file. You may then open the file later using Excel or another spreadsheet program.
Add Students to a Group
You may add the students in the current report to a new or existing group.
1. Click Add These Students to a Group. A Web Page Dialog will appear.
• If you wish to add the students to an existing group, select a group from the drop-down list.
• If you wish to create a new group for the students in the report, select the second option and enter a group name.
2. Click Add to complete the operation or Cancel to quit without adding the students to a group.
The new group will now appear in the Groups list on your Reports screen.
4 Managing Your Reports
From the Classroom page, you may click View All Reports to view or manage all of your saved and shared reports. You will then see a list of all your saved reports, including reports that others have shared with you.
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You will then see the Manage Reports page:
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Mark a report as a Favorite
Check the box to the right of a report to make it appear in the Favorites list on your Classroom page. De-select the checkbox if you want to remove it from your Favorites list.
Delete a report
To remove a report permanently, check the box to the left of a report, then click the Delete button at the bottom left corner of the reports list.
Note: You may delete only reports that you created; your user name will be displayed in the “Owner” column. Reports that were shared to you by someone else are displayed with that user’s name in the “Owner” column.
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