Reporting Basics in NCWorks Online. October 11, 2017

Transcription

1 Reporting Basics in NCWorks Online October 11, 2017

2 NCWorks Reports

3 NCWorks Reports

4 Return to Manage Reports

5 My Reports

6 My Reports- Shared Reports

7 My Reports- Shared Free Form SQL

8 My Reports- Shared Free Form SQL This functionality should only be used by staff who are knowledgeable in constructing queries in SQL!

9 Setting Up Your My Report Scroll to the bottom of the Filter

10 Setting Up My Report Name it Share it (or Don t)

11 My Reports

12 My Reports

13 My Reports

14 Edit My Reports

15 My Reports

16 Delete My Reports Delete will completely Remove your Report. Be sure, because once it s gone, it s long gone.

17 Schedule a Report

18 To Schedule a Report You can only schedule Advanced Reports

19 Scheduling a Report

20 To Schedule a Report Add your and it will show it in your in-box You can schedule your report Once, Weekly or Monthly; as well as the day you want the report! Ad infinitum or you can select an actual End Date Excel or pdf Determines the date range for your scheduling criteria.

21 Scheduled My Reports

22 Scheduled My Reports

23 ing a Report

24 Need to Learn a Little Excel? Microsoft Free Training b8f02f81-ec a39b- 4c48e6bc4bfb?legRedir=true&CorrelationId=55e9a e- 4f96-9b4d-3fbb8fb792c8&ui=en-US&rs=en-US&ad=US Vertex42 Learnthat

25 Staff

26 ing a Report

27 ing a Report

28 Exporting a Report

29 Exporting a Report

30 30 Summary Reports

31 Summary Reports

32 Dashboards Reports

33 Registered: Registered Individual Veteran Type Current Age Employment Status Race Unemployment Status Education Level Registration Date

34 Dashboards Reports Job:

35 Job:

36 Dashboards Reports Grant:

37 Summary Reports

38 Executive Reports Divided into 4 categories Each utilize a different filter 38

39 Executive: Employment Statistics - displays monthly statistics for total and industry employment. Facilitated Services - monthly statistics for Facilitated Services Job Summary - monthly statistics for job postings, placements, views, and referrals, along with a table view of recent activity. Strategic Services - monthly statistics for Training Programs, Business Services, and Job Placements Job Placements - annual statistics for Overall Job Placements, including a table format that breaks down the placement statistics by Internal, External and Direct Placements.

40 Executive: Filter

41 Executive: Filter Year Month Board Office

42 Employment Statistics Pro Tip: The chart defaults to the current month. There won t be any data until the month has ended. You will need to go into the filter and change it to the previous month

43 Employment Statistics Financial Activities Employment Pro Tip: Always use the Select Another Executive Report options. Never use the back button. Unless you really want to!

44 Facilitated Services

45 Job Summary - Charts

46 Job Summary- Table View

47 Strategic Services

48 Executive Reports Divided into 4 categories Each utilize a different filter 48

49 Mobile App: App First Time Users - displays the total number of individuals that have downloaded and used the Mobile app for the first time, and all those that have continuously used it. The total number of users is displayed by unique VOS users, unique new VOS registrants, and by guests. By Device Type - type of device (ios, Android) used to access the Mobile App, and also the total count of unique VOS users and Guests that have logged in into the Mobile app with the ios or Android device type. Mobile App Statistics- Retention Rate, Average Daily/Monthly Active Users, Average Visits per Month/Year and Avg. Session Time

50 Mobile App: Mobile App Sessions - displays the total count of sessions that were recorded for unique individuals (VOS Users or Guests) within the reporting category. User Demographics Compare - displays the total count of Mobile App users by demographic categories, such as age, gender, ethnicity, and race. By Sessions Duration - displays a total count of sessions by duration (under 5 minutes, 5-15 minutes, etc.). Mobile App Users by City - a total count of Mobile App users by city.

51 Mobile App: Filter

52 Mobile App:

53 Mobile App:

54 Mobile App:

55 Executive Reports Divided into 4 categories Each utilize a different filter 55

56 Summary Gauge Filter

57 Executive: Performance Gauge Entered Employment Rate Employment Retention Rate Average of 6-Months Earnings

58 Executive: Performance Gauge

59 Program Management: WIOA Participant Summary - displays the number of program participants by different elements of the program, and by characteristics. WIOA Services Summary - provides counts for Total Participants, Program Activities and Service Summary and a Co-Enrollment Summary. The tables shows the number Enrolled as well as the number Exited

60 WIOA Participant Summary

61 WIOA Services Summary

62 Summary Reports

63 63 Master Summary Reports

64 Master Summary Master Summary - Lists raw activity number totals. It can be sorted by office, region and date, but the outcome will show a grand total Master Summary by LWIA Lists the same data as the Master Summary broken out by Workforce Board Area Master Summary by Office - Lists the same data as the Master Summary broken out by Career Center

65 Detailed Master Summary *Detail Master Summary - Lists raw activity number totals, and can be sorted by office, region, and date. It shows more information than the Master Summary Report. The raw numbers will be broken down into each office and region. Detail Master Summary by LWIA - Lists the same data as the Master Summary broken out by Workforce Board Area *Detail Master Summary by Office - Lists the same data as the Master Summary broken out by Career Center

66 Master Summary Filter

67 Master Summary Links back to a list of Participants

68 Top Detailed Master Summary

69 Detailed Master Summary Middle

70 Detailed Master Summary Bottom

71 Program Summary

72 72 Master Summary Reports

73 Summary Reports

74 Trend Reports

75 Everybody Happy? Anybody Everybody Happy? 75

76 76

77 NCWorks Reports

78 Case Management Reports

79 Case Management Reports

80 Case Load reports of extraordinary use and significance.

81 Case Management Reports

82 Case Load - WIOA

83 Case Management Reports

84 Case Load Non-WIOA

85 Case Management Reports

86 Documentation Staff can search for specific case notes in a variety of ways, including a popular keyword search that locates case notes based on a word or phrase in the subject field or the narrative field.

87 Individual Reports

88 Individual Reports

89 Individual Reports Background Information

90 Individual Reports

91 Registered Individual

92 Individual Reports

93 Enrolled Individual

94 Individual Reports

95 Resume Reports

96 Services Reports

97 Services Reports

98 Services Provided Employer

99 Services Reports

100 Services Provided Individuals

101 Miscellaneous Reports

102 Questions?