Migrant Student Information Exchange (MSIX)

MSIX Reports

March 3, 2011Sponsored by:U.S. Department of EducationDeloitte Consulting LLP

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Agenda

• Introduction 5 minutes

• Overview 10 minutes Permission Access General Reporting Features

• User Administrator ReportsDemonstration

15 minutes

• Data Administrator ReportsDemonstration

20 minutes

• Reporting Resources 5 minutes

• Question and Answer 5 minutes

Overview

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Overview: State-Level Reports Permission Matrix

Report Type # Report Name

State Data Admin State User Admin

Access? Permission Access? PermissionUser

Account 1 Accounts List No User’s State Data

Student Info

2 MSIX Student Count National Data & User’s State Data No

3 Student Demographic National Data & User’s State Data No

4 Student Enrollment National Data & User’s State Data No

5 Student Course History National Data & User’s State Data No

6 Student Assessment National Data & User’s State Data No

Worklists 7 Worklists By User User’s State Data No8 Worklist Aging User’s State Data No

Data Quality 9 Data Load Files

User’s State Data No

Note: State Data Administrators have access to National-level data and data for their state only in the Student Info Reports. All other report data is restricted to the administrator’s state only. Regional & District Administrators, Primary and Secondary users do not have access to reports at this time.

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Overview: Accessing Reports• To access reports, a user must be logged into MSIX as a registered, authorized

user (i.e. a State Data Administrator or State User Administrator)• From the homepage, select ‘Reports’ link in the left-hand navigation panel • All reports accessible to the user are displayed on the left-hand navigation

panel of the Reports Homepage

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Overview: General Reporting FeaturesSorting• Users can change the order of the reported data by clicking on a field name

to designate that as the ordering factor. Double-clicking the field name (column heading) will sort the data in reverse-chronological or alphabetical order.

• To add additional levels of sorting, select the blank space to the right of a field name. The order of sorting proceeds according to the order in which the fields are selected.

Filtering• Most reports have filtering capabilities which allow users to refine the data by

various components, either by drop-down menus, user filter forms, or date range sliding scales.

Save/Toggle/Refresh/Print • From each report you have the ability to save the data to an Excel

spreadsheet and refresh the data to clear the previously-placed filters.• Some reports have the added functionality of toggling the report ( ) to

remove the right-hand side of the chart (if applicable) and printing the report ( ) directly from the page.

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Overview: General Reporting FeaturesTool Bar• The tool bar allows you to close the report tab or to hide the left-hand

navigation panel for a larger report view

Exiting Reports• A user may exit a report by the following ways:

– Return to MSIX link– Logout link– Tool Bar > Close Report Tab

Note: Reports are based on information as of midnight the previous business day.

User Administrator ReportsOverview

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User Administrator ReportsAccount List Report• This report maintains records for all user accounts in the User Administrator’s state in

the MSIX system• The report also provides the total number of users in your state in the top left corner• Each record in the report contains the following data fields for a user:

Additional Report Views: The right side panel of the Account List report provides additional ways to view report information

• User Status Chart – this pie chart graphically depicts the status data contained in the datagrid on the left side panel broken down by account status type

• User Roles Chart – this pie chart graphically depicts the user role data contained in the datagrid on the left side panel broken down by role type

• User Details Tab – this tab provides more detailed information for whichever user is selected from the datagrid and their account details

– This tab can also be accessed by clicking on a user in the datagrid

User Account List Report Content Last Name Roles First Name Account Creation Date User ID Account Activation Date Account Status Account Expiration Date E-mail Address Last Login Date Accepted ROB (yes/no)

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User Administrator ReportsFiltering Account List Report:

– Date Range Sliding Scales: adjust the information displayed in the report according to data contained on account creation date, last date of login, account activation date, and account expiration date

– Drop-down Menu: The user can filter the data by the User Role and Account Status

– User Filter Form: allows users to enter multiple filter parameters for the report

NOTE: In order to filter the report on multiple fields, the user must use the User Filter Form. The sliding scales and drop-down menus cannot be used together.

Data Administrator ReportsOverview

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Data Administrator Reports: OverviewThe matrix below provides an overview of the reports in MSIX that

the State Data Administrators can access.

Note: Reports are based on information as of midnight the previous business day.

Report Type (Folder) Student Info

Worklist Reports Data Quality

Reports Included

MSIX Student Count Worklist By User Data Load FilesStudent Demographic Worklist AgingStudent EnrollmentStudent CoursesStudent Assessment

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Data Administrator ReportsStudent Info Reports

Other notes regarding reports:

Other Notes Regarding Student Info Reports: • State Data Administrators have access to national-level data and their own

state data only. • State Data Administrators can drill down to the student-level data by double-

clicking a data row in the report. From here, the user can access the State Student ID, MSIX ID and Last Name of the students in the selected category and export the report to excel to save.

Report Name Description/Counts

MSIX Student Counts • Distinct MSIX Students• Near Match MSIX Students • MSIX Students in Multiple States

Student Demographic Report

• Age [default view]• Gender

• CSR• Birth Location

Student Enrollment Report• Grade [default view]• Enrollment Type• IEP• Immunization Flag

• LEP indication• PFS• MEP Project Type• Med Alert 

Student Course History Report Counts of course history records by course type of students in your state

Student Assessment Report Counts of assessment records by assessment type of students in your state

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Data Administrator ReportsFiltering in Student Info Reports• Enrollment Date: range of dates• Withdrawal Date: range of dates• Open Enrollment Checkbox• Report View [if applicable]: (radio button)• Drill-Down Level: National or State (locked to your state)

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Data Administrator Reports: Worklist ReportsWorklists by User Report• This report enables the user to view

all worklists associated with students in the State Data Administrator’s state by user

• Additional Report Views: – Status Chart – Type Chart– Worklist Details Tab

Worklists by User Report Content Last Name Worklist Status First Name Creation Date User ID Resolution Date Reporting State

Worklist Aging Report Content Worklist ID User ID Worklist Type State Update Date

Worklist Aging Report• This report provides worklist items

grouped by the number of days they have been in progress then by worklist type

• Additional Report Views:• Aging Chart• Type Chart • Worklist Details Tab

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Data Administrator ReportsData Quality ReportsData Load Files Report• This report provides detailed information on the student files

and update files that the state has uploaded to MSIX• It provides the file name, student counts, date of upload, and

error details (if applicable).

Data Load Files ContentBeginning Effective Date File Processing Status Ending Effective Date Processed Date File Format Received DateFile Name Total Record Count

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Reporting ResourcesReports Manual• https://msix.ed.gov/msix/training/msix_reports_manual.doc

Online Training• Trainer’s Corner: https://msix.ed.gov/msix/training.html

Online Help• https://msix.ed.gov/msix/help.html

Help Desk• Phone: 1-866-878-9525• E-mail: MSIXSupport@deloitte.com• Contact Us Page: https://msix.ed.gov/msix/contactUs.html