Shine Insight Reporting 101

Welcome to the new Shine Insight Reporting Site! The essentials: What is changing? The look & feel of Shine Insight Reports What is NOT changing? How/where you enter data about children and families When is this change coming? November 27, 2017

Why REPORTING & Why NOW? From this… To this…

Benefits Speed Visualization Security User Control

Speed Filter/Report Load Speeds NOW NOVEMBER 27 1x = 7 mins 1x/week for 48 weeks = 5 ½ hrs of coordinator time 1x = 3 ½ mins = 2 ½ hrs x17 advocates = 45 ½ hrs of advocate time 1x = 22 secs 1x/week for 48 weeks = 17 ½ mins of coordinator time 1x = 32 secs = 26 mins x17 advocates = 7 ½ hrs of advocate time

Check Your Understanding! When will the new reporting site be available? November 27, 2018 November 27, 2017 December 25, 2017 January 1, 2018

What will you learn in this training? Reporting Navigation Basics of Report Running Customizing Your Reporting Experience Reporting Support Resources

Reporting Home Screen Reports Your access point for all Insight reports. The folder structure is the same, but now you can quickly access any report or category of reports from any screen. Attendance Dashboard provides... 1) Role-specific overview of your classroom/center(s)/ caseload 2) Trend data 3) Hotspots Most Popular Not sure where to start? Check out Most Popular Reports to see which reports are run most often by Insight users. My Reports Quickly access your favorite system reports and scheduled reports

Using Your Dashboard

What will you learn in this training? Reporting Navigation Basics of Report Running Customizing Your Reporting Experience Reporting Support Resources

Generating a Report Reports Navigation You can click on any level of the reports menu to view all relevant reports. Hovering over any report title causes a description of the report to appear.

Generating a Report Filters Breadcrumb Filters allow you to narrow down the information included in the report. Depending on your user type, your program, center, classroom and/or family advocate filters may be pre-selected to match your Insight access. Breadcrumb The breadcrumb shows the report you’re on and provides links back to that report’s subcategory or category, as well as to All Reports. Under the breadcrumb, you can see when new/updated data was last pulled from Shine Insight. Report Description Here you’ll find a brief description of the report, including field names and suggestions for use. Schedule Is this a report you run regularly? If so, use the Report Scheduler to set this report to email to yourself and/or colleagues on a recurrent basis, according to the parameters you provide. Export If you’d like to view or manipulate a report outside of Insight, click Export to download a PDF or Excel (.xls(x) or .csv) version. Generate Once your filters are in place, click the Generate button to load the report on your screen.

Exporting Reports Best for printing! Report Stats All exported reports display the date & time on which the report was run, the user who ran the report, as well as all the filter options selected (or not). Formatted data, best for simple manipulation for sharing Unformatted data, best for deeper analysis

Report Contents Report Fields The field names appear in the green header row across the top. Any fields that are automatically sorted will have a  or  to indicate the direction of the sort. Scrollbar For reports with many fields, use the scrollbar to view the full contents of the report. Page Navigation Use the single arrows to go forward or back one page. The double arrows will bring you to the first or last page.

Report-System Links Child Links Click on a child’s name in any report to access his or her Shine Insight page.

Check Your Understanding! Which of the below is NOT a good way to find a report? Browse the Reports menus Click the Dashboard link Enter the Report code (e.g. E201) in the Search box Enter the Report name (e.g. All Children in the System) in the Search box

Check Your Understanding! What’s the best export method for printing a paper copy of a report? XLS CSV PDF XLSX

What will you learn in this training? Reporting Navigation Basics of Report Running Customizing Your Reporting Experience Reporting Support Resources

Customizing a Report Column Filters Use this feature to apply an additional filter on the information in this column. Column Sort Click the Up arrow to sort Ascending (A>Z) and the Down arrow to Descending (Z>A) Column Width Click and drag the triangle to widen or narrow the column. Column Format Click formatting to apply various options to the column, including font style, size and color and conditional formatting. Click Hide column to hide.

Customizing a Report Basic Formatting Change the font type, size, color or style or text alignment of the whole column. Fill with the column with the color of your choice. Conditional Formatting Add emphasis with color or style to certain data in the column.

Customizing a Report Schedule Indicate how often you want the report to be emailed. Output Options Choose the file format(s) you prefer - .csv, .xls(x) or .pdf Parameters Set your report filters – these filters will be automatically applied every time the report runs Notification Enter the email addresses for anyone you want to receive the report. Set up a “job notification” if you want an additional email that tells you whether the report ran successfully.

Favoriting Reports Favorite Reports Have a report (or 5) that you like best? Star it to make it appear in your list of Favorite Reports.

Check Your Understanding! Basic Formatting is used to highlight certain data within a column True False

What will you learn in this training? Reporting Navigation Basics of Report Running Customizing Your Reporting Experience Reporting Support Resources

Support Materials Immediately November 27 December Recorded Webinar Webinar Slides November 27 Site Walkthrough Reports Map Reporting FAQ December Reporting FAQ

Rollout Week Support Plan: 4 hrs of “Office Hours” per day staffed by Insight team Platform: Zendesk Live Chat Schedule: all times EST MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY 9:00-10:00 10:00-11:00 11:00-12:00 Ignite Office Hours 12:00-1:00 1:00-2:00 2:00-3:00 3:00-4:00 4:00-5:00

Questions?