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Getting Started: Set Up Your Report

Last modified 11:20, 19 Aug 2013

This content applies to Administrators.


This help page will walk you through the steps necessary to set up your reports. Below is a sample report and does not represent the only method for setting up your report parameters and options. Your reports can be customized to meet your needs simply by selecting different report parameters and options from those shown here.

To begin, use your 'Assessment' menu to select 'Results Live'.


Report Scope

NOTE: For the purposes of this sample report, we will be using the 'Assessment Instrument' and 'Overall Average' options. You can alternatively choose to report by any of the other available variables.

1. To generate a simple report for an Assessment Instrument, use the 'List by' drop-down menu in the Report Scope section to select 'Assessment Instrument'.
2. Using the 'Statistics' drop-down menu, select 'Overall Average'.


Time Intervals (Optional)

If you wish to select a specific time interval for your report use the 'Time Intervals' section. Clicking on the current dates will provide you with a calendar to select a new date.

NOTE: If you do not select a specific time interval for your report, the time interval will default to the last cache build range.


Optional: Use the 'Add Interval' button to create a comparison time interval for your report.


Filter Options

1. Under the 'Assessment' in the Filter Options section, select the standard set to view, by clicking on the 'Choose Standard' button.

For the purposes of this report by Assessment Instrument, we will only be using the 'Assessment Instrument' filter option, but you can also filter by:

  • Survey Responses: Click the 'Select Responses' button to filter your report results by a specific Demographic survey question and response.
  • Student Group (Department): Click the 'Choose Group' button if you wish to filter your report results by a specific group/department. This option is only necessary if your report scope includes data across multiple departments.

2. In the 'Sources' column select the department from which you wish to draw the assessment instrument by clicking on it. If you are unsure which department the assessment instrument is assigned, select 'All Departments'.


3. In the 'Rubrics' column select the desired assessment instrument by clicking on it.
4. Click the 'Add Selected' button or drag-and-drop the selected assessment instrument into the 'Chosen Instruments' column.


5. Click 'Done'.


Calculation & Output Options

1. Calculation Options

  • In Case of Multiple Submissions: If more than one submission was made and scored, this option allows you to select to include all submissions, average student submission scores or use latest student submission score.
  • Filter by Date: This option allows you to select to filter by the date the submissions were made or the date the submissions were assessed.
  • Statistics Mode: This option allows you to select to display population or sample statistics.
  • Calculate Rubric Means Using: You have the option to calculate rubric means using Criterion scores or Overall scores.
  • Reliability Assessment Scores: If you have performed reliability tests using this assessment instrument you can select to include or exclude the reliability assessment scores.

2. Output Options
Select the output options you wish to include in your report by clicking on the associated checkboxes.

3. Pegging Scheme
If would like to apply a pegging scheme to the assessment instrument used for this report, use the drop-down menu to select the desired pegging scheme.

NOTE: The output options selected in this example are for the purposes of this sample report. Please select the desired output options based on what you would like to display in your report.


Zero Performance Levels ...what's this?

Zero Performance Levels may be set up as part of your performance levels when you are creating rubrics. A score of zero generally means that the work was not submitted or that the submitted work did not satisfy the requirements. Including the a zero score in the calculation of the mean will negatively impact the mean score. Check this option only if you want to include zero scores in the calculation of the mean.

Zero scores should not be confused with Not Applicable criterion scores. N/A scores are not included in the calculation of the mean score.

Mean Bar chart ...what's this?

The Mean Bar chart gives an indication of the range of scores. For example, if you have a seven performance level scoring range, a mean of 3.5 would have a 50% mean bar chart.

Generate Report

Click 'Generate Report'.


Report Options

Your report will now be displayed in table format. You have the following options on this screen:

1. Report Settings: To make changes to the report parameters, select this option.
2. Settings Summary: To view a summary of the report settings, click the 'Settings Summary' button.
3. Export: If you would like to save the report on your computer, you can export it as Excel TSV, Raw XML or Excel XML.
4. Save Report As...: If you would like to save this report so that you can run it in the future, without having to select the parameters again click this button. Saving the report will also allow you to insert the report into a portfolio.
5. Show/Hide Columns: This option allows you to hide any of the columns that are currently displayed. You can also select to show them if you have previously hidden them.
6. Copy: To save a copy of the report table to your clipboard so that you can paste it elsewhere (eg. into a Word document on your computer), use this option.
7. CSV: To download the report to your computer in CSV format, use this option.
8. Print: This option will create a printer-friendly version of the report so that it can be printed.


Browse Results

To begin browsing your report and drilling down into the results, click the 'Browse' link.


View Options

1. Your results will be displayed as a graph. Results can be viewed as a chart (table), histogram (column), or line graph. Use the icons at the top right corner to toggle between view options.
2. If you have generated a report with multiple items, you can select to hide or show specific items by using the checkboxes and 'Show/Hide All' buttons.


Still Having Trouble?

If this help page did not answer your question, please contact our Support Desk: support@chalkandwire.com

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