1. Migrant Student Information Exchange (MSIX) MSIX Reports March 3, 2011 Sponsored by: U.S. Department of Education Deloitte Consulting LLP

2. 1 Agenda Introduction5 minutes Overview10 minutes  Permission  Access  General Reporting Features User Administrator Reports  Demonstration 15 minutes Data Administrator Reports  Demonstration 20 minutes Reporting Resources5 minutes Question and Answer5 minutes

3. Overview

4. 3 Overview: State-Level Reports Permission Matrix Report Type#Report Name State Data AdminState User Admin Access?PermissionAccess?Permission User Account 1 Accounts ListNo User’s State Data Student Info 2MSIX Student Count National Data & User’s State Data No 3Student Demographic National Data & User’s State Data No 4Student Enrollment National Data & User’s State Data No 5Student Course History National Data & User’s State Data No 6Student Assessment National Data & User’s State Data No Worklists 7 Worklists By User User’s State Data No 8 Worklist Aging User’s State Data No Data Quality 9Data Load Files User’s State Data No Note: State Data Administrators have access to National-level data and data for their state only in the Student Info Reports. All other report data is restricted to the administrator’s state only. Regional & District Administrators, Primary and Secondary users do not have access to reports at this time.

5. 4 Overview: Accessing Reports To access reports, a user must be logged into MSIX as a registered, authorized user (i.e. a State Data Administrator or State User Administrator) From the homepage, select ‘Reports’ link in the left-hand navigation panel All reports accessible to the user are displayed on the left-hand navigation panel of the Reports Homepage

6. 5 Overview: General Reporting Features Sorting Users can change the order of the reported data by clicking on a field name to designate that as the ordering factor. Double-clicking the field name (column heading) will sort the data in reverse-chronological or alphabetical order. To add additional levels of sorting, select the blank space to the right of a field name. The order of sorting proceeds according to the order in which the fields are selected. Filtering Most reports have filtering capabilities which allow users to refine the data by various components, either by drop-down menus, user filter forms, or date range sliding scales. Save/Toggle/Refresh/Print From each report you have the ability to save the data to an Excel spreadsheet and refresh the data to clear the previously-placed filters. Some reports have the added functionality of toggling the report ( ) to remove the right-hand side of the chart (if applicable) and printing the report ( ) directly from the page.

7. 6 Overview: General Reporting Features Tool Bar The tool bar allows you to close the report tab or to hide the left-hand navigation panel for a larger report view Exiting Reports A user may exit a report by the following ways: –Return to MSIX link –Logout link –Tool Bar > Close Report Tab Note: Reports are based on information as of midnight the previous business day.

8. User Administrator Reports Overview

9. 8 User Administrator Reports Account List Report This report maintains records for all user accounts in the User Administrator’s state in the MSIX system The report also provides the total number of users in your state in the top left corner Each record in the report contains the following data fields for a user: Additional Report Views: The right side panel of the Account List report provides additional ways to view report information User Status Chart – this pie chart graphically depicts the status data contained in the datagrid on the left side panel broken down by account status type User Roles Chart – this pie chart graphically depicts the user role data contained in the datagrid on the left side panel broken down by role type User Details Tab – this tab provides more detailed information for whichever user is selected from the datagrid and their account details –This tab can also be accessed by clicking on a user in the datagrid User Account List Report Content Last Name Roles First Name Account Creation Date User ID Account Activation Date Account Status Account Expiration Date E-mail Address Last Login Date Accepted ROB (yes/no)

10. 9 User Administrator Reports Filtering Account List Report: –Date Range Sliding Scales: adjust the information displayed in the report according to data contained on account creation date, last date of login, account activation date, and account expiration date –Drop-down Menu: The user can filter the data by the User Role and Account Status –User Filter Form: allows users to enter multiple filter parameters for the report NOTE: In order to filter the report on multiple fields, the user must use the User Filter Form. The sliding scales and drop-down menus cannot be used together.

11. Data Administrator Reports Overview

12. 11 Data Administrator Reports: Overview The matrix below provides an overview of the reports in MSIX that the State Data Administrators can access. Note: Reports are based on information as of midnight the previous business day. Report Type (Folder)Student Info Worklist ReportsData Quality Reports Included MSIX Student CountWorklist By UserData Load Files Student DemographicWorklist Aging Student Enrollment Student Courses Student Assessment

13. 12 Data Administrator Reports Student Info Reports Other notes regarding reports: Other Notes Regarding Student Info Reports: State Data Administrators have access to national-level data and their own state data only. State Data Administrators can drill down to the student-level data by double- clicking a data row in the report. From here, the user can access the State Student ID, MSIX ID and Last Name of the students in the selected category and export the report to excel to save. Report NameDescription/Counts MSIX Student Counts Distinct MSIX Students Near Match MSIX Students MSIX Students in Multiple States Student Demographic Report Age [default view] Gender CSR Birth Location Student Enrollment Report Grade [default view] Enrollment Type IEP Immunization Flag LEP indication PFS MEP Project Type Med Alert Student Course History Report Counts of course history records by course type of students in your state Student Assessment Report Counts of assessment records by assessment type of students in your state

14. 13 Data Administrator Reports Filtering in Student Info Reports Enrollment Date: range of dates Withdrawal Date: range of dates Open Enrollment Checkbox Report View [if applicable]: (radio button) Drill-Down Level: National or State (locked to your state)

15. 14 Data Administrator Reports: Worklist Reports Worklists by User Report This report enables the user to view all worklists associated with students in the State Data Administrator’s state by user Additional Report Views: –Status Chart –Type Chart –Worklist Details Tab Worklists by User Report Content Last Name Worklist Status First Name Creation Date User ID Resolution Date Reporting State Worklist Aging Report Content Worklist ID User ID Worklist Type State Update Date Worklist Aging Report This report provides worklist items grouped by the number of days they have been in progress then by worklist type Additional Report Views: Aging Chart Type Chart Worklist Details Tab

16. 15 Data Administrator Reports Data Quality Reports Data Load Files Report This report provides detailed information on the student files and update files that the state has uploaded to MSIX It provides the file name, student counts, date of upload, and error details (if applicable). Data Load Files Content Beginning Effective Date File Processing Status Ending Effective Date Processed Date File Format Received Date File NameTotal Record Count

17. 16 Reporting Resources Reports Manual https://msix.ed.gov/msix/training/msix_reports_manual.doc Online Training Trainer’s Corner: https://msix.ed.gov/msix/training.htmlhttps://msix.ed.gov/msix/training.html Online Help https://msix.ed.gov/msix/help.html Help Desk Phone: 1-866-878-9525 E-mail: MSIXSupport@deloitte.com MSIXSupport@deloitte.com Contact Us Page: https://msix.ed.gov/msix/contactUs.htmlhttps://msix.ed.gov/msix/contactUs.html