Reports

  • Overview of AMS Reports

    Please see the link to the guide below:AMS - Running AMS Reports

  • At-a-Glance Goals and Outcome Alignment Reports

    Please see the link to the guide below:AMS - QuickStart Guide: At-a-Glance Goals and Outcome Alignment Reports

  • At-a-Glance Status Report

    Please see the link to the guide below:AMS - QuickStart Guide: At-a-Glance Status Report

  • Analytics Dashboard

    Analytics Dashboard - QuickStart Guide

  • At-a-Glance Assessment Cycle Summary

    Please see the link to the guide below:AMS - QuickStart Guide: At-a-Glance Assessment Cycle Summary

  • 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

    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 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 t...

  • 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...

  • Exporting Data

    Please see the video below that will walk you through the steps of exporting your data from the AMS system:Exporting Data from AMS

  • 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...