Reports

  • Bulk Data Exports

    There are two options for exporting your data out of AMS. From the homepage, click on the institution name under At-a-Glance Oversight.     Multiple Assessment Cycles/Workspaces (Bulk Export) Under the section Assessment Cycle and Operational Plan Reports, click on Multiple Assessment Cycles/Workspaces (Bulk Export).  This report will allow you to select all Assessmen...

  • Overview of AMS Reports

    At-a-Glance Reports Pre-Requisites: To run these reports, you must have the appropriate AMS Coordinator permissions. The link will appear on the left side.   Click the expand icon on the video's lower right side for larger and fullscreen viewing. Click "CC" to access closed captions. Report #1: Status Report Purpose: this report provides a snapshot of the ex...

  • 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: 1. Goal sets created in the Organization Goals Editor2. Other outcome sets created in the same workspace3. Outcome sets created in other participating areas’ workspaces These...

  • At-a-Glance Status Report

    At-A-Glance Status Report What is the At-a-Glance Status Report? The At-a-Glance Status Report allows you to monitor participating areas’ progress toward completing the requirements in a workspace. You can see which participating areas have checked out a workspace’s requirements and drill down to view the specific data/content added to any requirement. Please note...

  • Analytics Dashboard

    AMS offers a dashboard for viewing data related to cyclical requirements within your administrative domain, such as yearly assessment cycles and operational plans. The Analytics Dashboard also includes a graphical representation of the total number of AMS user check-outs over a two-year window. Pre-Requisites: To access the Analytics Dashboard, you need to see the ...

  • At-a-Glance Assessment Cycle Summary

    What is the At-a-Glance Assessment Cycle Summary Report? The At-a-Glance Assessment Cycle Summary Report provides quantitative data on the measures and corresponding findings entered in a workspace. If you chose to include the relevant fields/drop-down menus in your assessment plan template, you will be able to view statistics on the outcomes and measures included i...

  • At-a-Glance Outcome Set Alignment Report

    To run an Outcome Set Alignment report to see inter-area alignment (i.e., how other Participating Areas’ outcomes align with the outcomes of a specified Participating Area), please follow these steps: 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 ...

  • At-a-Glance Operational Plan Summary Report

    Click the expand icon on the video's lower right side for larger and fullscreen viewing. Click "CC" to access closed captions.   To run an At-a-Glance Operational Plan report to see overall statistics relative to the Operational Plan for an institution/organization or a subset, please follow these steps: Click the link the At-a-Glance Oversight option from the Reports...

  • At-a-Glance Participating Area Alignment Report

    To run a Participating Area Alignment report to see inter-area alignment (i.e., how the outcomes of a specified Participating Area align with another Participating Area’s outcomes), please follow these steps: 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 ...

  • Operational Plan Summary Report

    This video will explore the operational plan summary and detail report.     1. Log in to your AMS account. Navigate to At-a-Glance Oversight on the left-hand side of the screen. Click the participating area that is listed under At-a-Glance Oversight as this represents the highest affiliation for which you have been given reporting access.      2 On the right-hand side o...

  • Total Check Outs Chart - Analytics

    The Total Check Outs widget in the Analytics dashboard shows the total number of check outs per month by users within an AMS Coordinator’s administrative domain. If a Coordinator has multiple administrative domains the data is aggregated. The chart covers 24 months and data is displayed using the Eastern Time zone. Benefits to Coordinator: The Total Check Outs chart ...

  • Progress Overview - Analytics

    The Progress Overview widget is composed of several charts that display important information related to the assessment plans and/or operational plans in the selected workspace and cycle. The charts only include data for work done by participating areas within an AMS Coordinator’s administrative domain. If the Coordinator has multiple administrative domains, the data is...

  • About Dashboards - Analytics

    Taskstream includes dashboards to help users gain more insight into the work they are doing within the Taskstream platform. To access dashboards available to you, click the Analytics button at the top of the screen. Each dashboard consists of multiple widgets.  The AMS dashboard shows data across your entire administrative domain(s) or it can be filtered for a specific ...

  • Add a status report

    Follow these steps to add a status report to an existing action/operational/continuous improvement plan requirement in a specific assessment cycle: From the Workspaces tab on the home page, click the name of the workspace. From within the appropriate assessment cycle on the left side of the screen, select the Status Report requirement and click the Check Out button in ...

  • 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 w...

  • Exporting Operational Plan Detail Report to Excel

    Follow these steps to export action (aka operational or continuous improvement) plan details to Excel and view them as a table: 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 rep...