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Introduction to PENTAHO
for Program Management and
Performance Monitoring
An overview of the PENTAHO reporting tool’s features and functions
Benjamin McDaniel
Director, ICCB Adult Education Data and Accountability
PENTAHO’s home:
Enter the same
Username and Password
here that you use to log
on to the DAISI system
https://v21.iccbdaisi.org
PENTAHO’s home
After Entering your DAISI credentials at the log-
in screen, you will be taken to the PENTAHO
home page.
Click on the
Reports link to
launch the
Reporting
Home Screen.
The Reporting
Home-Screen
contains links
to Error
Checks,
Required
Reports and
the Static
Report Center.
General Guidelines for PENTAHO
ReportsIn general, the following guidelines will apply when setting conditions on
the PENTAHO reporting screen:
1. Set the Fiscal Year dropdown box to the desired Fiscal Year
2. Choose whether to include students from either Restricted or
Unrestricted Sources by selecting Yes, No or All Funds from the
drop-down box (if applicable)
3. Select the specific timeframe for the report; Quarterly, 1st or 2nd
half of the Year or Cumulative (if applicable)
4. Reports like the NRS Performance Report will have the
Attendance Hour (AH) filter pre-selected to Yes
5. Select the Output Type (PDF will typically be the most printable
format, but Excel will be useful for data manipulation)
6. Click View Report to launch the report using the conditions
outlined.
General Guidelines for PENTAHO
Reports
Please note that PENTAHO will
“refresh” after each condition of the
report is chosen – you may see the
screen flicker briefly after choosing from
the dropdown options.
Required Reports on PENTAHO
To run any of the 4
required reports,
click the appropriate
link to launch the
PENTAHO
reporting screen
Enrollment Reports
For Enrollment Reports due at the 2nd and 4th
quarters, the following options will be presented:
Fiscal Year, Quarter (1st or 2nd half of year), Funding
Source, and Output Type (as pictured).
Reports for each
Funding Source
can be run from
this screen by
changing the
drop-down
selection in the
reporting screen.
Enrollment Reports
Enrollment ReportsThe Enrollment Reports generated under these
conditions will be identical to the layout and
format of traditional DAISI enrollment reports.
Master List ReportsMaster List Reports will require many of the same
inputs as the enrollment report, with the addition
of an option to select cumulative or quarterly data.
By selecting the appropriate Quarter and “True” for
cumulative or “False” for the independent quarter selected,
either Quarterly or Cumulative reports can be run from the
control screen.
Program Status Reports
Program Status Reports are produced in the same
manner as the Master List report, with the Quarter,
Funding Restricted (Yes or No) and Output Type
elements available in the drop-down boxes.
Program Status ReportThe report layout is identical to the format in
DAISI. It is 6 pages, organized in the same manner.
NRS Performance ReportThe NRS Performance Report uses the same parameters
as the Program Status Report with the additional options
of applying the Attendance Hour Filter (AH Filter)
and/or choosing between Restricted and Unrestricted
fund sources in the report.
NRS Performance ReportThe report layout is identical to the format in DAISI.
It is 7 pages long, organized in the same manner.
Static Reports
Static Reports no
longer require
student or instructor
searches prior to
running reports.
Each report is
directly accessed
through the links
pictured.
Static Reports
Static reports are frequently used by local
providers for program management and
oversight. A sampling of the most
commonly used are:
HSE - Detail Match History by Student
Excel Version
Instructor - Summary Outcomes Report
NRS Core Performance Measures
Transition and Performance Report
HSE - Detail Match History by
Student Excel Version
For this report, the following options will be
presented: Fiscal Year, Match Level (1, 2, 3 or 4) and
Output Type.
HSE - Detail Match History by
Student Excel Version
This report provides detailed information about students that have taken one or more of the HSE sub-tests (including scores by category and date test was taken).
Instructor – Summary Outcomes
Report
For this report, the following options will be most
frequently used: Fiscal Year, Met Professional
Development Requirement, Teaching Area and
Output Type.
Instructor – Summary Outcomes
Report
This report provides detailed information about instructors that have one
or more classes in the current fiscal year, the total number of students
working with the instructor, even if they had no pre-test (i.e. FL GED or
VOC students), the student Persistence Rate and Professional
Development hours earned in the fiscal year.
NRS Core Performance Measure
For the NRS Core Performance report, the
following options will be most frequently used:
Fiscal Year, Include Restricted or Unrestricted
Funding and Output Type.
NRS Core Performance Measure
NRS Core Performance Measure
After clicking on a sub-group, a new report screen will appear titled “NRS Student Detail”.
The conditions needed to launch the report will be pre-set. Click the View Report button to generate a student list.
Transition and Performance ReportThe Transition and Performance report provides 70+
different student and program data points by presenting
them as a CSV file for use in PivotTable analysis. The
following options will be most frequently used: Fiscal Year,
AH (attendance hour) filter and Output Type.
Transition and Performance Report
Once the T & P report is
downloaded, a command
box (pictured) will pop
up to allow the file to be
opened in Excel and
formatted into a
PivotTable.
Transition and Performance ReportAfter the Excel spreadsheet
opens, switch to the Insert
tab and click on PivotTable.
Click on OK to select the
range to be included in the
PivotTable
A separate training on how to use PivotTables to monitor program performance
and student outcomes is available from ICCB. If you would like to learn more,
contact your regional program support person for more information.
Other Static Reports
There are several other Static Reports
available in PENTAHO that are used for
program management.
Many are duplicates of those formerly
found on DAISI, but do not require student
or class searches prior to report launch.
Questions about PENTAHO?
Email specific questions to [email protected] with
“PENTAHO 2.1 Question” in the subject line.
A PENTAHO FAQ will address commonly asked questions and be
posted to the ICCB website.