Export Assessment Cycle Detail Report to Excel

When selecting this feature from an Assessment Cycle Detail report that does NOT INCLUDE Operational plans, only Outcome, Measure and Findings data will be exported. Mission Statement, Overall Recommendation, Overall Reflection and any custom fields your organization might maintain are not included.

When selecting this feature from an Assessment Cycle Detail report for which you have chosen to INCLUDE Operational Plans, in addition to Outcome, Measure and Findings data (as described above), columns are included for fields used in the selected Operational Plans and related Actions and Status Reports. If this Detail report includes multiple Operational Plans with differing field labels, the exported file will include separate columns for each distinctively labeled field.

Follow these steps to export Assessment Plan details to Excel and view them as a table:
  1. Click the link from the At-a-Glance Oversight option from the Reports menu in the left panel of the account home page.The At-a-Glance Oversight link to which you will have access will depend on the organizational level to which you have reporting oversight. For example, if your account has been granted reporting permissions across the entire institution, the link will be name of the institution. If you have permissions over a specific college, department or program within the institution, the link will be specific to those areas.
  2. From the At-a-Glance Reports home page, click the Assessment Cycle Summary link that is displayed (near the bottom of the screen) under Assessment Plan and Operational Plan Reports.
  3. Using the pull-down menus, select (in turn) the Workspace, Assessment Plan, and Organizational Area on which you would like to report. Click the Continue button.
  4. Under Select information to display on report, select to display “Totals and Assessment Plan results for each of the [#] Participating Areas within [your institution].”
  5. In the resulting display, scroll down and click on the View Assessment Plan Detail by Outcome link for a specific program.
  6. Click the button or link labeled Export to Excel with Options. Then, in the resulting pop-up window, click OK. The next screen asks you to indicate what information should be included in the export file:
  7. Under Choose what to export:
  • If you would like to retain any filters you had applied when viewing the report, select “The display preferences currently selected on main report.”
  • Otherwise, select “All data available, no filters applied.”
  1. Under Choose which participating area(s) to include:
  • If you’d like to include only the Participating Area whose link you used to access the summary (in Step 4, above), select “This participating area, [name of program].”
  • Otherwise, select “Multiple Participating Areas in your Administrative Domain.” In this case, use check boxes to choose the areas you’d like to include. The areas that are “Not Enrolled” in the Workspace on which you’re reporting will simply be excluded from the report that will be produced.
  1. Click Continue.
  2. An Excel file will be downloaded to your computer. Open this Excel file and click Yes in the pop-up window.
  3. Highlight the first cell of the table (upper-left corner). Then click on the Format as Table button from the Excel menu option buttons.
  4. Select a color scheme.
  5. In the popup window, leave the default entry for “Where is the data for your table?” and leave the “My table had headers” box checked.
  6. Click the OK button.
  7. ??Your table column headers are now active. You can click on the little arrow button next to each column header to filter and sort your table as you choose.
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