Reporting in WEST Welcome to WEST! Saddle up, we’re going WEST

What We’ll Cover Today Resources & Training WEST Reporting Process Template Reports Report Builders Individual Aggregate Quick Tips “School Name” is part of Education History Grade Level is part of Education History

Resources & training Don’t go it alone!

Resources & Training www.ohiocan.org/resources/west Training Calendar (apps.ohiocan.org/westcalendar) Resources Quick Reference Guide – outlines basics of the system Upload Templates Report Guide NSC Guide Past presentations

Upcoming Training November 28 January 9

Reporting in WEST Plan, Build, Review

Reporting in WEST Start with a Plan Build Review What are you looking for? Student level data? Numbers? How should info be arranged? Build Based on above, start with a template report, or the more robust report builders Review Review on screen and tweak, or export

Template Reports in WEST Plan, Build, Review

Lay of the Land: Reporting

Lay of the Land: Reporting

Template Reports Services Report – Overview or Detail (Gives service sub-categories); Individual or Group Milestones CAP Participation – Any participation record Completed Post-secondary Exams – Any record in Testing Completed Financial Aid Process – “FAFSA Completed” Box checked in Financial Screen Selected for Last Dollar Scholarship – LDG selected in Financial Screen PostSecodary Enrollment – “Enrolled” Status in college record on College screen

Template Reports Cont’d Comparison Report Aggregate report, basically a pivot table Allows you to choose: Program | Column Labels | Grouping (Row Labels) from pre-defined column labels and groupings Individual Report Start with a list of all students, narrow down by values on a particular screen Shows up arranged as: Name | School | Expected Graduation | Status Can be exported by “Tab” or screen which gives all details on that tab

Report Builders in WEST Plan, Build, Review

Lay of the Land: Reporting

Individual Report Builder Any Value can be “pulled out” of WEST These values can be grouped by static pieces of information Profile Screen, Education Overview Screen, Financial Screen, Post secondary Education Overview Screen Aggregate Report Builder Applicable totals and averages from each screen These values can be grouped in by static info or selected historical pieces of information (ie fields from Education History, Individual Participation, Group Sessions, etc)

Saddle up, we’re going WEST

WEST Reporting Tool Select Values Select Groupings Build Filters Run Report What pieces of information am I looking for? How do I want to classify that information? In terms of names of individual students? Of High Schools? Of Service Types? ? Does the information need to be narrowed down or filtered in any way? Saddle up, we’re going WEST

How should the information be categorized or grouped? Select Values Select Groupings Build Filters Run Report How should the information be categorized or grouped? What pieces of information am I looking for? G R O U P I N G S V A L U E S Saddle up, we’re going WEST

While these items can show different values Select Values Select Groupings Build Filters Run Report While these items can show different values These items remain constant G R O U P I N G S V A L U E S Augsburger | Dessa | 123456 | OSU 09/15/2005 | Advisory Services | FAFSA Help Augsburger | Dessa | 123456 | OSU 12/07/2006 | Advisory Services | Major Selection Saddle up, we’re going WEST

Full Data Exports Plan, Build, Review

Lay of the Land: Reporting

WEST Reporting Tool Full Data Export SSN Export Full Export by Tab Only Admin can pull report Pulls everyone – SSN, Name, DOB, WEST ID