Introduction to PENTAHO for Program Management and Performance Monitoring

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1 Introduction to PENTAHO for Program Management and Performance Monitoring An overview of the PENTAHO reporting tool s features and functions Benjamin McDaniel Director, ICCB Adult Education Data and Accountability

2 PENTAHO s home: Enter the same Username and Password here that you use to log on to the DAISI system

3 PENTAHO s home After Entering your DAISI credentials at the login screen, you will be taken to the PENTAHO home page. Click on the Reports link to launch the Reporting Home Screen.

4 The Reporting Home-Screen contains links to Error Checks, Required Reports and the Static Report Center.

5 General Guidelines for PENTAHO Reports In general, the following guidelines will apply when setting conditions on the PENTAHO reporting screen: 1. Set the Fiscal Year dropdown box to the desired Fiscal Year 2. Choose whether to include students from either Restricted or Unrestricted Sources by selecting Yes, No or All Funds from the drop-down box (if applicable) 3. Select the specific timeframe for the report; Quarterly, 1 st or 2 nd half of the Year or Cumulative (if applicable) 4. Reports like the NRS Performance Report will have the Attendance Hour (AH) filter pre-selected to Yes 5. Select the Output Type (PDF will typically be the most printable format, but Excel will be useful for data manipulation) 6. Click View Report to launch the report using the conditions outlined.

6 General Guidelines for PENTAHO Reports Please note that PENTAHO will refresh after each condition of the report is chosen you may see the screen flicker briefly after choosing from the dropdown options.

7 Required Reports on PENTAHO To run any of the 4 required reports, click the appropriate link to launch the PENTAHO reporting screen

8 Enrollment Reports For Enrollment Reports due at the 2nd and 4th quarters, the following options will be presented: Fiscal Year, Quarter (1st or 2nd half of year), Funding Source, and Output Type (as pictured).

9 Enrollment Reports Reports for each Funding Source can be run from this screen by changing the drop-down selection in the reporting screen.

10 Enrollment Reports The Enrollment Reports generated under these conditions will be identical to the layout and format of traditional DAISI enrollment reports.

11 Master List Reports Master List Reports will require many of the same inputs as the enrollment report, with the addition of an option to select cumulative or quarterly data. By selecting the appropriate Quarter and True for cumulative or False for the independent quarter selected, either Quarterly or Cumulative reports can be run from the control screen.

12 Program Status Reports Program Status Reports are produced in the same manner as the Master List report, with the Quarter, Funding Restricted (Yes or No) and Output Type elements available in the drop-down boxes.

13 Program Status Report The report layout is identical to the format in DAISI. It is 6 pages, organized in the same manner.

14 NRS Performance Report The NRS Performance Report uses the same parameters as the Program Status Report with the additional options of applying the Attendance Hour Filter (AH Filter) and/or choosing between Restricted and Unrestricted fund sources in the report.

15 NRS Performance Report The report layout is identical to the format in DAISI. It is 7 pages long, organized in the same manner.

16 Static Reports Static Reports no longer require student or instructor searches prior to running reports. Each report is directly accessed through the links pictured.

17 Static Reports Static reports are frequently used by local providers for program management and oversight. A sampling of the most commonly used are: HSE - Detail Match History by Student Excel Version Instructor - Summary Outcomes Report NRS Core Performance Measures Transition and Performance Report

18 HSE - Detail Match History by Student Excel Version For this report, the following options will be presented: Fiscal Year, Match Level (1, 2, 3 or 4) and Output Type.

19 HSE - Detail Match History by Student Excel Version This report provides detailed information about students that have taken one or more of the HSE sub-tests (including scores by category and date test was taken).

20 Instructor Summary Outcomes Report For this report, the following options will be most frequently used: Fiscal Year, Met Professional Development Requirement, Teaching Area and Output Type.

21 Instructor Summary Outcomes Report This report provides detailed information about instructors that have one or more classes in the current fiscal year, the total number of students working with the instructor, even if they had no pre-test (i.e. FL GED or VOC students), the student Persistence Rate and Professional Development hours earned in the fiscal year.

22 NRS Core Performance Measure For the NRS Core Performance report, the following options will be most frequently used: Fiscal Year, Include Restricted or Unrestricted Funding and Output Type.

23 NRS Core Performance Measure

24 NRS Core Performance Measure After clicking on a sub-group, a new report screen will appear titled NRS Student Detail. The conditions needed to launch the report will be pre-set. Click the View Report button to generate a student list.

25 Transition and Performance Report The Transition and Performance report provides 70+ different student and program data points by presenting them as a CSV file for use in PivotTable analysis. The following options will be most frequently used: Fiscal Year, AH (attendance hour) filter and Output Type.

26 Transition and Performance Report Once the T & P report is downloaded, a command box (pictured) will pop up to allow the file to be opened in Excel and formatted into a PivotTable.

27 Transition and Performance Report After the Excel spreadsheet opens, switch to the Insert tab and click on PivotTable. Click on OK to select the range to be included in the PivotTable A separate training on how to use PivotTables to monitor program performance and student outcomes is available from ICCB. If you would like to learn more, contact your regional program support person for more information.

28 Other Static Reports There are several other Static Reports available in PENTAHO that are used for program management. Many are duplicates of those formerly found on DAISI, but do not require student or class searches prior to report launch.

29 Questions about PENTAHO? specific questions to with PENTAHO 2.1 Question in the subject line. A PENTAHO FAQ will address commonly asked questions and be posted to the ICCB website.