Evaluation Reports allows you to run reports on Evaluations and include Applicant and/or Provider class questions. You can filter by any fields in either the Evaluation or the Application itself, giving you flexible and comprehensive reports.
Quick Guide for Experienced Admins
To make things easier for you, the Evaluation Report experience is just like the regular Application Reports. Drag and drop questions, Evaluation Info, or Application Info into the Report Builder and select filters if the question type allows.
The part where Evaluation Reports is different is in the information returned. Since the reports are being run on Evaluations, there is a row returned in the table for each Evaluation, potentially resulting in multiple rows per Applicant. You can send Broadcasts (to Evaluators), request exports, and assign Awards from the Evaluation Reports table.
From within a Program, go to Evaluation and select Eval Reports in the left-hand navigation.
STEP 1: Create New Report
Click to create a New Report and give the report a name.
STEP 2: Select Columns
Columns are either questions from the Program's form or Evaluation/Application-level details (i.e. App ID, Date Submitted, Evaluation Status, etc.). Use the App Tree on the right to find the columns and click to drag-and-drop the column into the report builder.App Tree with Evaluation & Application Info sections expanded.
STEP 3: Apply Filters
If you want to apply any filters, simply select the answer choice(s) in multiple choice-style questions or enter a range for number and date questions.
STEP 4: Run Report
Click to Save and Run your report. (If you have a large number of Evaluations, patience might be required. The ability to assign multiple Evaluators to a single Application makes the Evaluation data exponentially larger.)
Search, export to CSV or PDF, or assign Awards once the report has been run. Click the Eval ID to open/edit the Evaluation or click the App ID to open/edit the Application.