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

2. 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

3. Resources & training
Don’t go it alone!

4. 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

5. Upcoming Training
November 28
January 9

6. Reporting in WEST
Plan, Build, Review

7. 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

8. Template Reports in WEST
Plan, Build, Review

9. Lay of the Land: Reporting

10. Lay of the Land: Reporting

11. 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

12. 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

13. Report Builders in WEST
Plan, Build, Review

14. Lay of the Land: Reporting

15. 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)

16. Saddle up, we’re going WEST

17. 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

18. 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

19. 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 | | OSU
09/15/2005 | Advisory Services | FAFSA Help
Augsburger | Dessa | | OSU
12/07/2006 | Advisory Services | Major Selection
Saddle up, we’re going WEST

20. Full Data Exports
Plan, Build, Review

21. Lay of the Land: Reporting

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