Reports

SameGoal includes many standard reports in varying formats. Each time a report is first generated in the application, web/HTML results will appear in a dedicated "report viewer" browser tab. This allows the user to continue using the rest of the application while the report generates and displays results using as much of the screen as possible.

1. Visit Reports in the left menu.
2. A list of available reports will be displayed by category. Click through to find the applicable report.
3. Select the settings you would like for your report.
4. Generate the report by clicking the Run Report button.

Many reports include an Advanced link to give users additional options.

• Advanced options include the ability to run reports based on a user-specified date documents are effective, specify a meeting date range, or both. Administrators may select time ranges, as well as run future (or historical) reports.

• Advanced options for caseload reports include the ability to include documents with or without attachments (helpful for districts which expect teachers to attach documentation).

• Advanced options also include the ability to run reports based on student enrollment status. By default, all administrative reports include Pre-Enrolled and Enrolled (active) students. All state reporting extract reports include students with any enrollment status (active or inactive) by default.

• If advanced options are not specified for a given report, the report will default to including all documents effective as of the day the report is run, whether or not the document includes attachments.

• While each report is generating, the "report viewer" browser tab will contain an ellipsis. When the ellipsis disappears and a blue dot appears on the SameGoal icon, this will signal to the user (who may be working in another tab/window) that the report has completed. The blue dot will not appear if the user is already on the report tab.

• If a user attempts to run a report from the main web application or the edit menu in the report viewer with the same parameters of a report that has already run/is running, an informational pop-up will appear to let the user know the report is already open in another browser tab.

• The Reports link in the main web application will display the number of reports open in other tabs in order to help power users, running multiple reports at a time, better manage their workflow and tabs. Users may hover over the number and click the arrow icon to have the desired report window title bar flash with an ellipsis and the blue icon making the report easier to find.

Once a report has generated, users may leverage the following options in the top menu:

• Report options (circle with an 'i' icon) - View the options that were used for the current report.

• Other open reports (bar graph icon) - View reports that have been generated on other tabs. Users can hover over the info icon to see the report options and click the arrow icon to have the desired report window title bar flash with an ellipsis and the blue icon making the report easier to find.

• Reload (circular arrow icon) - Reload the report with existing parameters. This is helpful if the user has used web report results to update documents and wish to see new results.

• Edit (pencil icon) - View, edit and and re-run parameters for the report. This is helpful if the user realizes they need different report parameters after reviewing the web results.

• Download - Download results in XLSX, CSV or fixed width (if applicable) formats. This eliminates the need/option to select a report format prior to running and seeing results. These reports may be opened in MS EXCEL and further manipulated with sorting and filtering as needed. Fixed reports are in a fixed-width format, generally most useful for state reporting.

• Print (printer icon) - A print dialogue will appear based on the type of browser the user is using.

• Adjust column widths - Hover over the border in the header of the column you wish to adjust. A double-sided arrow will appear. Click the border to adjust column width. Alternatively, double click the header to adjust column width to the width of the values in the column. Note: When using an iPad, users can long press (200 ms) the header of the column to adjust the column to the width of the values in the column.

Additional tools may also be used to manipulate report results from within web interface:

• Sorting (Plus Edition only) - Sort your report by column by clicking the dropdown arrow in any column next to the column name. Select A-Z or Z-A to sort the data in ascending or descending order respectively. Note: When sorting A-Z, dates will sort oldest to newest and vice versa.

• Filtering (Plus Edition only) - Columns with less than 1,000 unique values can be filtered by the available values in the column. To apply a filter, click the dropdown arrow next to the column name (under sort options). Check or uncheck the values you wish to include in the filter.

  • Select all - Selects all available values.
  • Clear - Clears all available values.
  • Search box (magnifying glass) - Use the search box to find specific values you may want to add/remove from the filter.

• Once the desired filter values have been selected, click OK. Note: Filters can be used on multiple columns at the same time in any given report.