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Operational reports are a set of standard reports which will help you with your assessment tasks. Depending on your program, the list of reports and data fields will vary.

View Operational Reports

To view operational reports, follow these steps:

  1. From Reports > Operational Reports, select a type of report .

     Click here to view a screenshot...

     

  2. You will be shown a list of available reports. Click the title of the report you want to view. This list is different for each testing program, based on the testing contract details.

     Click here to view a screenshot...

  3. Some reports display information on the screen and also provide a download option. Other reports create a file that you can download. For the second type, if a report is not yet available or if you want a new one to be created, click Request Report Refresh and click Refresh Report.

  4. When a report is available for download, a download option will be listed on the page. Click to download a file with the requested information.

Reports are provided in CSV format and can be viewed using a spreadsheet program, such as Microsoft Excel.

List of Operational Reports 

The following is a list of operational reports, with high-level descriptions of each reports. Depending on your program, the list of reports will vary.

 Organization

An organization is an entity in a customer's organizational hierarchy. For example, a state, a district, and a school are organizations. An organization must exist in the system before that organization can participate in testing or test-related activities. 

The organizational hierarchy provides a backbone or a framework that gives structure to the data that will be stored in the system. For example, all students, administrators, and teachers in the system must “belong” to an organization. Only after the organizational hierarchy is built can student data and user accounts be uploaded. For this reason, building the organizational hierarchy is one of the first tasks.

To learn how to manage organizations, see Manage Organizations

 

Report NameDescriptionReport ParametersField Names
Enrollment Count Displays enrollment counts (entered and derived counts)
  • Organization 
  • Organization Type
  • Test Administration
  • Organization Name
  • Organization Code
  • Subject Groups
  • Subjects
  • Computer-Based-Test Count
  • Computer-Based-Test Count Registered
  • Computer-Based-Tactile Graphics Count
  • Computer-Based- Tactile Graphics Count - Registered
  • Computer-Based-Read Aloud Count
  • Computer-Based-- Read Aloud Count - Registered
  • Paper - Regular Print
  • Paper - Regular Print - Registered
  • Paper - Large Print
  • Paper - Large Print - Registered
  • Paper - Braille
  • Paper - Braille - Registered
  • Paper - Read Aloud
  • Paper - Read Aloud - Registered
Enrollment Count Status - Participation StatusDisplays participation status by organizations
  • Contact Type
  • Organization 
  • Organization Type
  • Test Administration
  • Organization Code
  • Enrollment Count  Status
  • Enrollment Count  Status Changed Date
  • Enrollment Count  Status Changed By
  • Participation Status
  • Participation Status Changed Date
  • Participation Status Changed By
  • Contact Email
  • Contact Type
Organization Count Displays number of organizations by type including the number participating and not participating.
  • Organization
  • Test Administration
  • Organization Type
  • Count
  • Inactive/Closed
  • Participating
  • Not Participating
Organization - Testing Capacity Assessment - TotalDisplays total testing capacity for an organization.Organization
  • Parent Organization
  • Organization
  • Total number of Students
  • Download Speed with Proctor Cache
  • Download Speed Direct to Pearson
  • Approx.Devices Supported with Proctor Cache
  • Approx. Devices Supported direct to Pearson
Organizations StatusDisplays the selected organization's inactive, participation, complete, and enrollment count status.
  • Enrollment Complete: No or Yes
  • Inactive/Closed: No or Yes
  • Organization Type: State, district, School, - depends on the customer's organizational hierarchy
  • Participating: No or Yes
  • Participation Complete: No or Yes
  • Organization Name
  • Organization Code
  • Parent Organization Name
  • Inactive/Closed Changed Date
  • Inactive/Closed Changed by
  • Participating 
  • Participating Changed Date
  • Participating Changed By
  • Participation Completion
  • Participation Completion Changed Date
  • Participation Completion Changed By
  • Enrollment Count  Completion
  • Enrollment Count  Completion Changed Date
  • Enrollment Count  Completion Changed By
    
 Students & Registrations

Students are the test-takers within an organization. Student data refers to student demographic data and test-related information. Student data must be entered into the system before students can be assigned to a test (online or paper).

To learn how to manage students, see Manage Students.

 

Report NameDescriptionReport ParametersField Names
Do Not Report TestsDisplays a list of completed student tests which are set to Do Not Report,  and the reasons for Do Not Report.
  • Organization
  • Test
  • Exclude Unsubmitted Tests
  • Organization
  • Organization Code
  • Parent Organization
  • Parent Organization Code
  • Student Code
  • Student Name
  • Do not Report Reason
  • Test
  • Clip UIN
  • PreID Barcode
  • UUID
Irregularity DetailDisplays student tests irregularities
  • Organization
  • Test Admin
  • Student Code
  • Last Name
  • First Name
  • Middle Name
  • Local Student code
  • Test
  • Organization Name
  • Organization Code
  • Session Name
  • Status
  • Type
  • Irregularity Date
  • Reason Label
  • Reason code
  • Comment
Irregularity SummaryDisplays irregularity reason counts by organization and test
  • Organization
  • Test Admin
  • Organization Name
  • Organization Code
  • Test Name
  • Reason
  • Number of Irregularities
Not Tested Student TestsList of student tests marked as Not Tested
  • Organization
  • Test Administration
  • Test
  • Organization Name
  • Organization Code
  • Parent Organization Name
  • Parent Organization Code
  • Student Last Name
  • Student First Name
  • Student Code
  • Did Not Test Reason
  • Test
  • Clip UIN
  • PreID Barcode
  • UUID
  • Student Test Status
Preid Barcodes Generated but no longer UsedLists generated Preid barcodes  which are no longer in use and  for which records are deleted.
  • Organization
  • Test Admin
  • Preid Barcode Number
  • Organization Name
  • Class Name
  • Student Code
  • Student First Name
  • Student Last Name
  • Student Middle Name
  • Student Local Code
  • Student Grade
  • Student Registration Grade
  • Gender
  • DOB
  • Test
  • Student Registration UUID
  • Student Test UUID
Rejected Student Test ListList of all rejected student tests
  • User
  • Organization
  • Test Administration
  • Filtered Organization
  • Status:
    • Demographic Mismatch
    • Enrollment Not Found
    • Failed Validations
    • Multiple Students Found
    • Organization Mismatch
    • Organization Not Found
    • Student Not Found
    • Student Test Not Found
    • Test Not Found
  • Status
  • Code
  • LastName
  • FirstName
  • MiddleName
  • OrgName
  • OrgCode
  • ParentOrgName
  • ParentOrgCode
  • StatusMessage
  • ClipUIN
Student CountsDisplays the number of enrolled and registered students by organization.
  • Organization
  • Organization

    Type:State, district, School (varies for customers based on organization hierarchy).

  • Organization
  • Organization code
  • Parent Organization
  • Parent Organization code
  • Enrolled Students
  • Registered Students
Student Org Enrollment ReportDisplays students enrollment in an organization by date
  • Organization
  • Test Administration
  • Within (Number of days)
  • Student Identifier
  • State Student Identifier
  • Last Name
  • First Name
  • Middle Name
  • Local Student Code
  • Date of Birth
  • Gender
  • School Name
  • School Code
  • Enrollment Date-Time
Student Registration SummaryDisplays Students registrations by test
  • Organization
  • Test Administration
  • OrgName
  • OrgCode
  • TestName
  • TestCode
  • Total Students Being Tested
  • # Students with Student_Tests = Assigned
  • # Students with Student_Tests = Complete
Student Registrations ReportDisplays student registrations by test admin list.
  • Organization
  • Test Administration
  • Student Code
  • Student Last Name
  • Student First Name
  • Student Middle Name
  • Local Student Code
  • Date of Birth
  • Gender
  • Test Admin Code
  • Test Admin Name
Student Test CountsFor each test, lists the number of online/paper student tests
  • Organization
  • Test Administration
  • Organization
  • Organization Code
  • Parent Organization
  • Parent Organization Code
  • Paper - Assigned
  • Paper - Completed
  • Online - Assigned
  • Online - In Progress
  • Online - Completed
Students Enrolled but not Registered for Test Administration   
Students Registered but not Assigned to a TestList of all students that are registered for a test administration but do not have any student tests assigned to them
  • Organization
  • Test Administration
  • Filtered Organization
  • Student Code
  • Last Name
  • First Name
  • Middle Name
  • Organization Name
  • Organization Code
Students Tests that have been Assigned but have not yet Completed

List of all students that are registered for a test administration and

assigned test - yet to be completed.

  • Organization
  • Test Administration
  • Filtered Organization
  • Test
  • Student Code
  • Last Name
  • First Name
  • Middle Name
  • Test Name
  • Test Code
  • Test Format
  • Student Test Status
  • Student Test Session Assign Status
  • Organization Name
  • Organization Code
  • Session Name
Students with Multiple TestsFor a subject tests, when a student is assigned multiple number of tests, this report displays the list of students with test details.
  • Organization
  • Test Administration
  • Test
  • Student Code
  • Student Name
  • Test Name
  • Organizations
  • # of Tests
Students with Online Test but not assigned to SessionList of all students that are assigned to take an online test but are not assigned to a test session.
  • Organization
  • Test Administration
  • Filtered Organization
  • Test
  • Student Code
  • Last Name
  • First Name
  • Middle Name
  • Test Name
  • Organization Name
  • Organization Code
Students with WarningsList of students with warnings.
  • Test Administration
  • Organization
  • User
  • Warning Type (Missing Teacher ID Number)
  • Student Name
  • Student Code
  • Field
  • Warning
  • Student-Org Enrollment Name
  • Student-Org Enrollment Code
 Online Test Sessions

To learn how to manage online test sessions, see Create an Online Test Session and Manage an Online Test Session.

Report NameDescriptionReport ParametersField Names
Online Student Tests Marked Test CompleteDisplays a list of all online student tests that have been Marked Test Complete and provides Mark Test Complete Reason
  • Organization
  • Test Administration
  • Test
  • Student Code
  • Last Name
  • First Name
  • Middle Name
  • Test Name
  • Test Session Name
  • Organization Name
  • Organization code
  • Mark Test Complete Reason
Organizations that have Precaching Server ConfigurationDisplays a list of all organizations that have a Precaching Server Configuration
  • Organization
  • Test Administration
  • Filter Options: Organizations without Precaching Server Configuration, Organizations with Precaching Server Configuration
  • Organization Name
  • Organization Code
  • Default- Configuration Name
  • Default- Computer Name
  • Default - IP Address
  • Default -Port
Session CountsDisplays online test session counts for the selected organization type.Organization Type:State, district, School (varies for customers based on organization hierarchy).
  • Organization Name
  • Organization Code
  • Parent Organization Name
  • Parent Organization Code
  • Organization Type
  • Total
  • Not Prepared
  • Preparing
  • Error - Not Prepared
  • Ready
  • In Progress
  • Stopped
Session List Displays a list of sessions by organization.
  • Organization
  • Test Administration
  • Organization Name
  • Organization Code
  • Parent Organization Name
  • Parent Organization Code
  • Session Name
  • Test
  • Student Count
  • Scheduled Start Date
Session RosterDisplays a list of all students in all sessions.
  • Organization
  • Test Administration
  • Session Organization
  • Test
  • Organization Name
  • Organization Code
  • Session Name
  • Test Name
  • Student Code
  • Student Name
  • Form
  • Student Test Status
Sessions with Delivery Schedule OverrideDisplays sessions with Delivery Schedule Override
  • Organization
  • Test Administration
  • Organization Name
  • Organization Code
  • Parent Organization Name
  • Parent Organization Code
  • Session Name
  • Test
  • Test Code
  • Date-time override was set
  • Username who set override
Students Currently Testing OnlineDisplays a list of students currently testing online
  • Organization
  • Test
  • Student Code
  • Student Name
  • Test Name
  • Organization Name
  • Organization Code
 Orders and Shipment Tracking Reports

Orders specify the quantity of testing-related materials to be shipped. Many orders for large quantities of testing materials are based on estimates of the numbers of students who are expected to test at any given customer location. 

  • Initial Orders (IO): A list of material created for a program based on the information from student data upload and the enrollment counts
  • Additional Orders (AO): Order placed for extra quantities of material to support a test administration. These are in addition to the initial orders placed. 

To learn how to manage orders, see Manage Orders for Materials.

 

Report NameDescriptionReporting ParametersField Names
Overdue ShipmentsShipments that have not yet arrived and are past expected delivery date 
  • Include all child orgs or the selected organization
  • Organizations
  • PGM SSN
  • Org Code
  • Org Name
  • Tracking Number
  • Carrier Code
  • Pickup Date
  • Scheduled Delivery
  • Actual Delivery
  • Status
Material Summary

Provides a summary of orders placed.

For additional orders,this report will NOT have the entire item list, as not all items are configured in PearsonAccessnext 

  • Type of order: Additional or Initial
  • Organization
  • Item Name
  • Item code
  • Quantity
Material Details

Provides a detailed list of ordered materials. 

For additional orders,this report will NOT have the entire item list as not all items are configured in PearsonAccessnext 

  • Type of order: Additional or Initial
  • Organization
  • Org Name
  • Org Code
  • Item Name
  • Item code
  • Quantity
Packaging ListProvides packaging listOrder ID
  • Shipment
  • Box Number
  • Item
  • Description
  • Details
  • Quantity Packed
  • Quantity Backordered
  • Material Type
Shipment ProblemProvides shipment problems related to orders placed.
  • Organization
  • Shipment Problem Type: Resolved or Unresolved
  • Org Name
  • Org Code
  • Order Number
  • Delivery Date
  • Shipment Problem
  • Shipment Resolution
Security ChecklistProvides the range of orders serial numbers.Organization
  • Program SSN
  • Order Number
  • Org Code
  • District Code
  • Org Name
  • Item Name
  • Item Number
  • Quantity
  • Begin Serial Number
  • End Serial Number
Security Checklist - FullProvides the detailed list of orders serial numbers (lists  serial number for every ordered item).Organization
  • Program SSN
  • Order Number
  • Org Code
  • District Code
  • Org Name
  • Item Name
  • Item Number
  • Quantity
  • Serial Number
Inbound ShipmentProvides inbound shipments details (shipment coming to Pearson)
  • Include all child orgs or the selected organization
  • Organizations
  • PGM SSN
  • Org Code
  • Org Name
  • Tracking Number
  • Carrier Code
  • Pickup Date
  • Scheduled Delivery
  • Actual Delivery
  • Status
 Users

 A user is an account holder in the system. User accounts are the primary method for granting and preventing access to the system. All user accounts are assigned to at least one organization. User accounts also contain a user's personal and system-related information such as their user ID and email address.

The organization to which a user account belongs defines what data the user will be able to view and manage. Each user account has a user role(s) and a set of permissions associated with it.

A user can only access data for their assigned organization(s) and the data for any organizations lower in the hierarchy. For example, if the user account is assigned to a school, the user only has access to data for that school. If the user account is assigned to a district, the user can access district data, as well as data from all the schools assigned to that district.

To learn how to manage users, see Manage Users.

 

Report NameDescriptionReport ParametersField Names
Users With Org Access Displays a list of the selected organization's users (active or inactive) .
  • Organization
  • Disabled and Deleted Filter:Exclude Disabled and  Deleted; Include disabled and Deleted
  • Username
  • Last Name
  • First Name
  • Email Address
  • Active Begin Date
  • Active End Date
  • Disabled Date
  • Delete Date
  • Last Login Date
Users With Role Access List of all users with the selected role. 
  • Role
  • Disabled and Deleted Filter:Exclude Disabled and  Deleted; Include disabled and Deleted
  • Username
  • Last Name
  • First Name
  • Email Address
  • Active Begin Date
  • Active End Date
  • Disabled Date
  • Delete Date
  • Last Login Date

 


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