Location: “Dashboard” in the main menu

The Assessment Dashboard is a great tool for viewing results of the assessments that have been assigned and executed with your assigned clients.  This dashboard is organized into three sections: Clients and Users , Assessment Progress,   Assessment Scores.   As you assign and execute assessments that you’ve created from the Assessment menu area, you’ll see results and stats appear automatically in the Assessment Dashboard. Read below for more information about each section and the charts they contain.

Step 1: Go to the Assessment Administrative Dashboard          2

Step 2: Filter by School          2

Step 3: Filter by Clients          4

Step 4: Filter by Dates          5

Step 5: View Assessment Progress tab          5

Step 6: Assessment Progress by User          7

Step 7: Assessment Progress by Client          8

Step 8: Scores results          10

Step 1: Go to the Assessment Administrative Dashboard

Navigate to Dashboard in the main menu on the left side of the UnitusTI workspace. Select “Assessment Administrative Dashboard” (see screenshot below)

Step 2: Filter by School

Select the school whose assessment results you wish to view or export. The “Select a School” dropdown list at the top of the screen is highlighted in the following screenshot.

Note that clients must have a school assigned to view them in this dashboard.

 If this field is empty for you, your clients may not have a school saved. To change your clients’ school information, go to their Client profile in the “Other Providers” tab and Edit their School Name. The screenshot below shows where you can find the School Name field.

Step 3: Filter by Clients

The next step will be to select the client(s) whose assessment results you wish to view using the Client Filter.  In the “Client Selection” field  (the row highlighted in yellow in the screenshot below), begin typing to add a client name or use the “Select All” button to add all clients.

Note that you must be assigned to a client to view them in this dashboard.

Step 4: Filter by Dates

After selecting your client(s), the “Set Dates” button beneath the client filter section allows you to filter the assessment executions for a time range.   Click or tap the “Set Dates” button to set a start and an end date of the period you want to report.

When you are ready, select the “SET PERIOD” button, followed by Selecting Next (highlighted in the screenshot below)

Step 5: View Assessment Progress tab

The next tab displays the client and the user filters, click or tap on the bars to filter the board.  The list on the right shows the users by username and their assigned clients.

Select the Clear Filter button in the bottom right corner at any time to reset the filters applied by the charts.

Chart	What data is shown
Users	The bars display the number of clients assigned
Clients	The bars display the number of users assigned
Clients Assigned to Users	The  show in blue bubbles the clients that are assigned to each user

Step 6: Assessment Progress by User

Scrolling down, you can view two tabs. The tab of progress by user is made to view the progress of the assessments executions by user (teachers or staff). In this area, the charts are interactive and filter other charts.

Chart	What data is shown
Assessment List	The bars display the number of executions of each assessment. Hover to view the count. Click or tap on one or more bars to filter this section
Assessment Status	The pie chart represents the proportion of execution in each execution status. Hover to view the count. Click or tap on one or more slices to filter this section.
Progress by User chart	This chart displays the number of assessments executions by each user's group of clients assigned, disaggregated by status. Hover over data to see totals of each status

Step 7: Assessment Progress by Client

Next to the Progress by User tab, in the Progress by Client tab, you can review the overall progress of each client. If you are interested in viewing the dates of each execution, see the “Assessment Table”. In the table below, there are more details of each chart and table.

Chart	What data is shown
Assessment List	The bars display the number of executions of each assessment. Hover to view the count. Click or tap on one or more bars to filter this section
Assessment Status	The pie chart represents the total breakdown of executions by execution status. Hover to view the count. Click or tap on one or more slices to filter this section.
Progress by Client chart	This chart displays the number of assessments executions by each client, disaggregated by status. Hover over data to see totals of each status
Assessment table	This table displays the detail of each execution. The table has the following columns: Client User: the UserID and User name who started the assessment execution. Assessment: The Assessment executed. Status: The current execution status of the assessment Execution Date: the Date when the assessment started Finish Date: The date when the assessment was completed  Click on the button “Excel” or “CSV” to export the table to a .xlsx or .csv file.

Step 8: Scores results

At the top of the screen, in the third tab, the Assessment Scoring tab displays the information for the selected clients and dates. Data in the charts may be selected to filter other charts in this section and display the assessment scores based on score types and question categories.  Detailed results can be viewed or exported in the Scores Table below.

 It does not display assessments that have "None" selected as the scoring type.  Select data in the chart to filter other charts in this section

Chart	What data is shown
Assessment List	The bars in this chart display the number of executions of each assessment. Hover to view the count. Click or tap on one or more bars to filter this section
Assessment Status	The bars in this chart display the number of executions of each assessment. Hover to view the count. Click or tap on one or more bars to filter this section
Assessment Sections	This chart displays the number of scores received for finished assessments based on individual sections scored
Scores by Category	This chart displays the number of scores by category received for finished assessments
Score Type	This chart displays the total breakdown of assessments executions by status.
Scores Table	This table displays the details of each assessment execution. Click on the button “Excel” or “CSV” to export the table to a .xlsx or .csv file. The columns of the table are the following: Student. A student to whom the assessment was applied to. User: who finished the assessment execution Assessment: Assessment executed Section: Section scored. If Scoring per section is disabled, it shows None. Finish date: Date that the user completed the assessment execution Score: Score obtained. If there is more than one score, it shows the result per type of scoring.