1. Operational Reports
Welcome to: “Operational Reports” training. This module is for Test Coordinators who will perform activities to view PearsonAccessnext operational reports.

2. Topics User Roles Operational Reports Run Operational Reports
Request Report Refresh
Optional and Required Filters
Resources
Support
We will first explain the basic user account management permissions required to perform the activities shown in the module, then we will present operational report options, plus how to display and download them through the system.
This training may be viewed by LEA or School Test Coordinators involved in PARCC assessments.

3. User Roles
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Base roles must be applied to a user account in order to perform the actions covered in the training module.
For demonstration purposes, we will use the LEA Test Coordinator Role.
Users must be assigned certain roles in PearsonAccessnext to perform actions outlined in this training module. The following user roles can be assigned to district staff who will display or download PearsonAccessnext Operational Reports:
LEA/District Test Coordinator Role
School Institution Test Coordinator Role
For this presentation, we will use the LEA/District Test Coordinator role.
If you have further questions on user accounts, review the User Role Matrix document to help you understand base and add-on user role options and permissions sets.

4. Operational Reports
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Operational reports use pre-designed report templates and include information about a variety of testing-related details.
These reports are either provided online with an option to download a file or are available as a file download only, depending on the report.
Categories include:
Organization
Students & Registration
Online Testing
Orders & Shipment Tracking
Users
To learn more about the reports available, go to
Click here for more information on available Operational Reports.

5. Run Operational Reports
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In these next steps, we will show you how to obtain an Operational Report.
Click on Reports > Operational Reports.
Select one or more report categories. For this demonstration, choose Students & Registrations and Online Testing for the purpose of this presentation.
Click the title of the report. We’ll choose Session Roster.
For some reports, you’ll need to Request Report Refresh to get the latest updated information.
Some reports allow you filter by organization or test.
Select an organization or test to drill down. If you want to include all organizations and tests, leave these drop downs blank. Click Refresh Report.
Click Download Report to view the report.

6. Request Report Refresh
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Request Report Refresh.
Some reports will require a request report refresh. If this feature appears the user will need to request the report. The report is then placed in a queue to generate the report. When the report is available a date/time stamp is displayed.
Be sure to review this Execution Date when revisiting the report, as the report will not refresh automatically. You will need to request a new report to refresh this data. To do this you will again use the Request Report Refresh feature to request an update report.

7. Optional and Required Filters
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Some report requests will have filters available to define certain details in a displayed report. These filters may be optional or required.
Required filters must be entered by the user in order for the report to be displayed.
Optional filters may be left blank to display all data in a report request for the users organization.
Let’s review examples of each.
Required filters:
Check the box Organizations
Click on Enrollment Counts
Required filters are indicted with a red asterisks. In order to display this report an Organization Type must be selected. Let’s choose School/Institution.
Click Display Report. Your report is displayed at the bottom of the screen.
Press Exit
Optional filters:
Click on Organization Status
Here, you will notice several optional filters. You may leave these filters blank in order to view all data related to this report within the organization associated with your user account. Otherwise, you may select one or more filter options.
Press Exit Report.
There are some reports that do not have filters available. With these reports you will need to just simply request the displayed report. Pick Organizations – Details and click Display Report.

8. Resources
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User Role Matrix – updated annually on the PearsonAccessnext website
Operational Report Definitions
PearsonAccessnext User Guide
View Reports
There are additional resources available to help you.
The User Role Matrix is updated annually and contains the User Roles and permissions assigned to the User Roles. This is a great place to determine the Base and Add-on Role required to perform tasks in PearsonAccessnext.
Additionally, the Operational Report Definitions will outline each available report.
The PearsonAccessnext User Guide is accessible while a User is in PearsonAccessnext. Click on Support > Documentation. The PearsonAccessnext Online User Guide is found in the Top Resources menu, to the right of the screen.

9. Support Contact PARCC Support for assistance with:
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Topics
Contact PARCC Support for assistance with:
Contact your State or LEA Test Coordinator for assistance with:
Navigating PearsonAccessnext
Navigating the Training Center
Managing Student Registration/Personal Needs Profile (SR/PNP) Data
Setting up test units
Managing user IDs and passwords
Accessing resources
Setting up proctor caching
Submitting additional orders
Inquiring about shipments
Testing schedule
Testing accommodations
Unusual circumstances on test days
Violations of test security
School emergencies that affect testing
Questions about general testing policies
Questions about state communications
Many resources are available online.
During the PARCC test administration, PARCC Support can be reached toll free at Pearson Online Support and Resources are at:
Your State or LEA Test Coordinator may also assist you. Please contact them if you need guidance on these topics.
Pearson Online Support and Resources:
Call Toll Free:

10. Go to: Topics
Thank you
We have discussed the operational report options and how to display and download them through the PearsonAccessnext system. This concludes the Operational Report Training module. Thank you!