1. Shine Insight Reporting 101

2. 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

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

4. Benefits
Speed
Visualization
Security
User Control

5. 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

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

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

8. 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

9. Using Your Dashboard

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

11. 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.

12. 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 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.

13. 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

14. 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.

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

16. 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

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

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

19. 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.

20. 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.

21. Customizing a Report Schedule
Indicate how often you want the report to be ed.
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 addresses for anyone you want to receive the report. Set up a “job notification” if you want an additional that tells you whether the report ran successfully.

22. 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.

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

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

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

26. 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

27. Questions?