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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.

How to Access Operational Reports

View Operational Reports

To view operational reports, follow these steps:

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

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 Name	Description	Report Parameters	Field 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 Status	Displays 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 - Total	Displays 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 Status	Displays 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 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 Name	Description	Report Parameters	Field Names
Do Not Report Tests	Displays 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 Detail	Displays 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 Summary	Displays irregularity reason counts by organization and test	Organization Test Admin	Organization Name Organization Code Test Name Reason Number of Irregularities
Not Tested Student Tests	List 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 Used	Lists 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 List	List 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 Deferred DeferredReason
Student Counts	Displays 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 Report	Displays 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 Summary	Displays 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 Report	Displays 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 Counts	For 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 Test	List 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 Tests	For 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 Session	List 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 Warnings	List 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

To learn how to manage online test sessions, see Create a Session and Start a Session and Unlock a Test(s).

Report Name	Description	Report Parameters	Field Names
Online Student Tests Marked Test Complete	Displays 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 Configuration	Displays 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 Counts	Displays 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 Roster	Displays 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 Override	Displays 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 Online	Displays a list of students currently testing online	Organization Test	Student Code Student Name Test Name Organization Name Organization Code

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 Name	Description	Reporting Parameters	Field Names
Overdue Shipments	Shipments 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 PearsonAccess^next.	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 PearsonAccess^next.	Type of order: Additional or Initial Organization	Org Name Org Code Item Name Item code Quantity
Packaging List	Provides packaging list	Order ID	Shipment Box Number Item Description Details Quantity Packed Quantity Backordered Material Type
Shipment Problem	Provides 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 Checklist	Provides 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 - Full	Provides 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 Shipment	Provides 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

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 Name	Description	Report Parameters	Field 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