The Analytics feature allows users with the Manage Cases permission level to view and create graphs and reports for assessing case data at scale and comparing or contrasting concepts within case types. Users with the Manage Cases permission can access the Analytics feature via the Analytics tab in Behavioral Case Manager.

Within the Analytics feature, there are three options: Summary, Reports, and Dashboard:

Summary

• Summary graphs display data points common between workflows, such as tags, grade level, and source of reports
• Data shown here will be compiled across models in a given site, allowing for review of data district-wide

• Additional filter options allow for focus on a given date-range and/or teams/buildings
• One or more filters can be applied under the filter options in the upper right of the summary page
• Filters can be cleared from the filter button using the Reset option

Reports

• The reports tab allows for large-scale exports of case data and other site-wide concepts – it is now included under the Analytics tab
  • More information on Reports can be found here

Dashboard

Dashboard allows for the creation of charts, including:

• Line charts (for displaying concepts over time)
• Column charts (for displaying concepts vertically, typically to contrast concepts)
• Bar charts (for displaying data horizontally, typically when large amounts of data are being compared, or data labels are lengthy)

• The creation process allows users to sequentially select the process they would like to chart, version of the process, chart type, and then specific details/filtration of the data
• Under Chart Customization, users can name their chart
  Next, users specify the section and then question from a given workflow they would like to chart

• The values field allows for selection of one or more answers for charting; selecting multiple values here will allow for comparison of counts of those answers
• Graphs can be produced for the following concepts/question style types:
  • Interviews/templates – quantify the number of interviews or templates used in a given model/timeframe
  • Select - quantify options users select from in dropdown questions
  • Select box – quantify multiple choice selections
  • Open select – quantify multiple choice selections that also include ‘other’ or open-ended options
  • Radio select – quantify multiple choice selections for radio questions in which users must choose a single answer
• Note: these question styles are used in several pre-defined components, which can also be graphed:
  • Race
  • Ethnicity
  • Section 504
  • Yes/No Question
  • State or grant-specific reporting components
  • IEP status
     

• When a graph has been created, it will appear on the dashboard alongside other created graphs
• All users with Manage Cases permission can create and view created graphs on the dashboard
• Graphs on the dashboard can be deleted by clicking the ellipsis in the upper-right of each graph