At-a-Glance Goals and Outcome Alignment Reports

What are the At-a-Glance Goals and Outcome Alignment Reports?

The At-a-Glance Goals and Outcome Alignment Reports provide grids detailing how outcome sets (created in a workspace) align with:

  • Goal sets created in the Organization Goals Editor
  • Other outcome sets created in the same workspace
  • Outcome sets created in other participating areas’ workspaces

These reports are meant to be gap and frequency charts, so that you can determine if adjustments need to be made to your curricula.

Please note:

  • You can filter grids to exclude blank rows and columns
  • From these reports, you can also drill down to see the corresponding qualitative data (measures’ descriptions, timeline, personnel, summary of findings, etc.) you chose to collect

Running the At-a-Glance Goals and Outcome Alignment Reports

If you see a variation of this section (highlighted below) on the left side* of your AMS account’s home page...

An AMS Coordinator menu showing options for workspace tools, announcements, manage resources, organization goals editor, survey management, system administrator, and management reports, with an At‑a‑Glance Oversight section showing General University highlighted.

...You have At-a-Glance Reporting access!*

*If you do NOT see a “At-a-Glance Oversight” on the left side of your homepage, contact your AMS Coordinator.

Steps to Run Goals and Outcome Alignment Reports in At-a-Glance Oversight:

  1. From the Reports menu on the account homepage, click on the link beneath At-a-Glance Oversight (screen shot above)
    1. Your link will depend on the organizational level for which you have reporting oversight (e.g., if your account has 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. You should now see three (3) categories (screen shot below): Summary Reports, Goals and Outcome Alignment Reports, and Assessment Cycle and Operational Plan Reports
    1. From the Goals and Outcome Alignment Reports area, you will see three (3) options

An At‑a‑Glance Reports page showing three report categories: Summary Reports, Goals and Outcome Alignment Reports, and Assessment Cycle and Operational Plan Reports, each with associated dropdown filters and ‘Go’ buttons for generating specific reports.

Steps to the Goal Set Alignment Summary Report

  1. After following the steps in part III (above), choose a set from the Goal Set Alignment Summary drop-down menu.
    1. The options will be the goal sets that you have entered into your Organizational Goals Editor
  2. Select the workspace on which you would like to report from the Select Workspace dropdown menu

    An Assessment Cycle Summary Report page showing a ‘Select Workspace’ dropdown menu expanded to display multiple workspace options for selecting participating areas.

  3. Then, select the Assessment Plan from the Select Assessment Plan drop- down menu
    1. Please note: You can export only one cycle at a time; however, you can then copy and paste the cycles into one Excel or Word doc, if you would like an aggregated view

    An Assessment Cycle Summary Report page showing a selected workspace and an expanded 'Select Assessment Plan' dropdown menu listing multiple assessment cycle options for choosing an assessment plan.

  4. Next, select your filters and click the CONTINUE button:
    1. All Participating Areas in your Administrative Domain or A Subset of Participating Areas in your Administrative Domain
    2. You may also filter by goal sets to which you’ve mapped your outcomes

    An Assessment Cycle Summary Report page showing selected workspace and assessment plan options, organizational area radio buttons, a 'Filter by Outcome or Goal Set Alignment' dropdown set to 'Do not filter', and Cancel and Continue button.

  5. On the next page, choose the info to display:
    1. OnlytotalsforGeneralUniversityORTotalsandAssessmentPlanresultsforeachof the ___ participating areas with access within [Name of your institution]
    2. Check the boxes for the appropriate Assessment Cycle – Operational/Action/Continuous Improvement Plans to include in the report, only if you would like to include the data fields found in the Action/Operational/Continuous Improvement Plan and Status Report requirements (i.e. Action, Description, Current Status, Next Steps, etc.).
      1. You might have changed the requirement title and/or prompts for info.
    3. Click the CONTINUE button

      An Assessment Cycle Summary Report page showing information display options with radio buttons for selecting totals or detailed results, checkboxes for including actions from multiple operational plans, and Cancel and Continue button.

  6. The resulting page will display a quantitative report, which includes overall statistics and bar graphs for the entire institution, and similar disaggregated info for each participating area
    1. You can view the report’s identifying information in the box at the top of the page
    2. You can also use the check boxes toward the top of the page to filter the data
    3. You can print the report, or export it to PDF or Word, by clicking on the

    links toward the top, right-hand side of the page

    An Assessment Cycle Summary Report page showing summary information for the selected assessment cycle, including report settings, statistics, tables of measures and targets, links for viewing additional details, and options to print or export the report to PDF or Word highlighted.

  7. Select the View Assessment Cycle Detail by Outcome link (toward the left-hand side of the page) for any one participating area

    A section of the Assessment Cycle report showing program listings with links to view Assessment Cycle Detail by Outcome for the B.S. in Accounting and the M.S. in Accounting programs.

  8. The resulting screen will display a qualitative report, which includes text entered into the following requirements (you may have changed the requirement names) for that participating area:
    1. Program Outcomes/Learning Objectives/Goals/KPIs
    2. Assessment Plan/Measures
    3. Assessment Findings/Results
    4. If you chose to include the Operational/Action/Continuous Improvement Plan in step 6b, the actions will also appear

      An Accounting Outcome Set page showing Outcome 1 with mapped standards and objectives on the left, and corresponding measure details, attachments, responsible personnel, and findings for the selected measure on the right.

      1. You can uncheck the box at the top of the page to exclude mapping from the report; a check box to filter measures (i.e. include only those with findings) also appears

        An Assessment Cycle Details page for the B.S. in Accounting program showing workspace and assessment plan information, report generation details, a Display dropdown set to 'Mapping', advanced display options, an option to include only measures with findings, and buttons to export the report or view a print version.

      2. You can click on the Advanced Display Options button to filter further

        A Select Fields to Display page showing checkboxes for Assessment Plan Components and Assessment Findings Components, including options for measure fields and findings fields, along with Cancel and Apply Changes buttons and an optional filter section.

      3. You can print this qualitative report (or export it to PDF, Word, or Excel) by clicking on the links toward the top, right-hand side of the page

        A toolbar showing options to print the report, export to Excel with options, export to PDF, and export to Word.

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