In this guide, we will walk you through the steps required to perform user reporting within the Proserva platform at the district level. This feature is essential for district administrators who need to oversee and manage various aspects of user activities and performances within their jurisdiction.
Prerequisites
To perform district level user reporting, you must have access to the district portal. This access allows you to navigate through different sections of Proserva and perform administrative tasks, including user reporting.
Step-by-Step Guide
Access the District Portal: Log in to your Proserva account and ensure that you have district portal access. This is essential for performing any district level reporting.
Navigate to User Management: Once logged in, navigate to the ‘Manage’ section and then proceed to the ‘Users’ subsection. This is where all user-related reports and management tasks are performed.
Utilize Filters for Reporting: In the ‘Users’ section, you’ll notice various filters that can help narrow down your search and reporting criteria. These filters include:
Role: Filter users based on their role within the district.
Tenure: Filter users based on their tenure in the school or district.
School: Narrow down users by specific schools within the district.
Conference: This filter allows you to identify users, such as teachers, who have completed specific conferences. For instance, if you want to find out all the teachers who have completed a particular conference, you can select the relevant conference from the drop-down menu.
Applying Advanced Filters: Apart from the basic filters, you can also apply advanced filters like:
Feedback: Filter users based on the feedback provided.
Rubrics: Narrow down users based on specific rubrics criteria.
Update and Review: After applying the necessary filters, click the ‘Update’ button to refresh the user list based on your selected criteria. Review the filtered list to ensure it meets your reporting needs.
Exporting the List: If you wish to export the list of filtered users for further analysis or record-keeping, simply click the ‘Export’ button. This will download the user data, typically in a CSV format, which you can then use for your reports or records.
Example Scenario
In a practical scenario, a district might use these reporting features to monitor the progress of their teachers regarding mid-year reviews. By selecting the appropriate filters, such as the specific conference related to mid-year reviews, district administrators can generate a report of all users who have completed their mid-year review conversations. This functionality can be extended to other areas by utilizing different filters provided in the platform.
Conclusion
Proserva's district level user reporting feature is a powerful tool for administrators looking to monitor and manage user activities within their districts efficiently. By following the steps outlined above and utilizing the various filters available, you can generate detailed reports tailored to your specific needs and requirements.