Template:Report Types
Table Report
Report Types
A Table Report provides a view of the data by location for a period. The report features interactive column sorting, pagination options, and features graph icons and an Excel download.
Results for your location are highlighted (displayed using a different color) in the tabular and graph outputs, for ease of comparison.
Example
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Features
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Option Settings
- summary data (Average, Median, Maximum, Minimum, Total, and Number of Respondents),
- notes,
- group names,
- definitions, etc.;
- or the exclusion of: Null Entries, 0 Values, Header, etc.
Instructions
default instructions
Graph per PI Report
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Summary Report
Report Types
Summary reports display a summary of all selected locations for the chosen PIsPerformance Indicator(s), also Data Element(s) and period. Data is shown for the PIPerformance Indicator(s), also Data Element(s) Total, Minimum, Maximum, Average, and Median.
Example
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Features
Option Settings
- summary data (Average, Median, Maximum, Minimum, Total)
Instructions
default instructions
Period Comparison Report
Report Types
Period comparison reports compare results for two selected periods. This Report Type shows Values for each Period and the Gap (difference).
Example
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Features
- Compare PIsPerformance Indicator(s), also Data Element(s) from different periods.
- Creates a column that calculates the difference between period values
- Various Graph icons exist for generating graphs displaying the results of each period and or the differences between each period, including Plus/Minus and Comparative bar charts.
Option Settings
- summary data (Average, Median, Maximum, Minimum, Total, and Number of Respondents),
- notes,
- sequence
- prompts used
- definitions, etc.;
- or the exclusion of: Null Entries, 0 Values, Header, etc.
Instructions
default instructions
Trend Report
Report Types
Trend reports enable comparison of results over multiple periods. The reports feature pop-up graphs (graph icon), as per the example shown below. You can include as many time periods as are available.
Example
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Features
- Create a Summary Trend Report by unchecking "Details" in the Options Menu.
- In the example Trend graph the pale red shading in the background represents the average. Above average results are shown by the blue bars, while below average results are shown in red.
Option Settings
- summary data (Average, Median, Maximum, Minimum, Total, and Number of Respondents),
- details,
- notes,
- sequence
- prompts used
- definitions, etc.;
- or the exclusion of: Null Entries, 0 Values, Header, etc.
Instructions
default instructions
PI Gap Report
Report Types
The PIPerformance Indicator(s), also Data Element(s) Gap Report is useful in comparing two data elements. The paired ordering of PIsPerformance Indicator(s), also Data Element(s) in the report output is determined by their Sequence value in the Report settings screen.
Example
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Features
- downloadable Excel results,
- pop-up graphs
Option Settings
Instructions
default instructions
Summary Graph Report
Report Types
Summary Graph reports present an overall picture of the selected PI(s)Performance Indicator(s), also Data Element(s) for a given period.
Example
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Features
- There is a marker for Minimum, Maximum, and Median values.
- The red marker in the middle represents where 50% of the results fall.
Option Settings
- summary data (Average, Median, Maximum, Minimum)
Instructions
default instructions
Trend per PI Report
Report Types
The Trend/PIPerformance Indicator(s), also Data Element(s) report displays the data for the chosen PIsPerformance Indicator(s), also Data Element(s) over the selected periods.
Example
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Features
- pop-up graph of the data
- multiple periods
Option Settings
Instructions
default instructions
Custom Report
Report Types
Custom Format Reports provide you with more customizable options including the ability to style the output using Cascading Style Sheets (CSS.)
Example
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Features
- a unique URL link that can be inserted into any merge document;
- report can be embedded into an offline document using the URL link. This enables the results from this report (and others) to be populated directly into a standard document template (e.g. Word, Excel, etc.)
- integrate results directly into custom formatted documents (e.g. Word, Excel, etc.). Each time the document is opened, the most recent data can be fetched from LibPASLibrary Performance Assessment Service.
- Useful for auto-creation of standard Monthly, Quarterly, and Annual reports that typically include several Custom Reports throughout the Document.
Option Settings
- summary data (Average, Median, Maximum, Minimum, Total, and Number of Respondents),
- notes,
- sequence
- prompts used
- definitions, etc.;
- or the exclusion of: Null Entries, 0 Values, Header, etc.
Instructions
default instructions
Cross Tab Report
Report Types
A Cross Tab Report compares a range of results for one PIPerformance Indicator(s), also Data Element(s) versus another.
Example
Features
- Cross Tab Reports also feature links, from the counts, that enable a drill-down to a listing of the corresponding locations and their values for the PIsPerformance Indicator(s), also Data Element(s) in the Cross Tab Report.
- The Cross Tab Report provides counts and percentage values of row and column totals in each cell of the report.
- You can generate several cross tab tables in one report. Each selected PIPerformance Indicator(s), also Data Element(s) in the report is compared against the first PIPerformance Indicator(s), also Data Element(s) (defined by Sequence.)
Option Settings
- summary data (Average, Median, Maximum, Minimum, Total, and Number of Respondents),
Instructions
To create a Cross Tab Report
- Create a report, set the Report Type to Cross Tab.
- Setup Group breakouts for the Cross Tab Report – click on the Group link to set the groups you would like to use to breakout the data.
- The Load Options feature can be used to update the Section/Group names and values or copy and pasted to reuse the list in other PIPerformance Indicator(s), also Data Element(s) (performance indicator) Groupings.
PI Report
Report Types
PIPerformance Indicator(s), also Data Element(s) Reports summarize the results for the selected PIsPerformance Indicator(s), also Data Element(s) and Period. By default, the output includes the Average (mean), Total, Variances, and Quartiles for the selected PI(s)Performance Indicator(s), also Data Element(s) (see the example below).
Results for your location are highlighted (displayed using a different color) in the tabular and graph outputs, for ease of comparison.
Example
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Features
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Option Settings
- summary data (Average, Median, Maximum, Minimum, Total, and Number of Respondents),
- notes,
- sequence
- prompts used
- definitions, etc.;
- or the exclusion of: Null Entries, 0 Values, Header, etc.
Instructions
default instructions
How to Use Report Templates Screencast
Short video with step-by-step instructions on how to use Report Templates in LibPASLibrary Performance Assessment Service.
How to Use Published Reports Screencast
Short video with step-by-step instructions on how to use Published Reports in LibPASLibrary Performance Assessment Service.