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User Guide

Interactive Reports

Create Reports Using the All Students Data Source

  1. Click on the Interactive Reports tab.
  2. Click on the Create New link.
  3. Enter a name and description for your report, if you wish to save it. A name and description are not needed if you do not wish to save your report.
  4. Check the box next to Private Report if you do not wish to share your report with others.
  5. Expand the All Student data source.
  6. Click on Select Geography. Confirm in the Values column.
    • All – Global – includes all U.S. and international regions
    • U.S. – All – includes all U.S. states and territories
    • U.S. – States – select one or more U.S. states, D.C., or Puerto Rico
    • U.S. – Counties – select a state, then select one or more counties
    • U.S. – Zip Codes – select a state, then select one or more zip codes
    • U.S. – EPS Geomarkets – select a state, then select one or more EPS Geomarkets
    • International – select an international reason, and then choose one or more countries
  7. Click on Select HS Grad Year. Select a grad year for your report.
  8. Click on Select Test Takers. Choose one or more tests for your report and include the appropriate logic.
  9. Select Data Scope.
    • All Students - includes all test takers in the geographic areas you selected
    • My SAT Score Senders – includes those test takers who sent official test scores to your institution
    • My AP Score Senders – includes those test takers who sent official test scores to your institution
    • All Students and My SAT Score Senders will result in columns of data for national and institutional test takers
    • All Students and My AP Score Senders will result in columns of data for national and institutional test takers
  10. Select Score Type. If you are working with AP or PSAT data, you must select Use Most Recent Score. If you have chose SAT data you have the option of choosing Most Recent Score or Highest Score.
  11. Click on Select Criteria if you wish to limit your report to a segment of test takers.  Selecting criteria is optional.
  12. Select Row Value.
  13. Select Column Values. This is the where you determine what you want to see about the test takers you have chosen. Confirm in the Values column.
  14. If you want to refer to the report again, save the report by clicking on the Save link.
  15. Click on the Run link to view the report.
  16. You can sort columns within the report by clicking on a column header.  Click once to sort in descending order, twice to sort in ascending order.  

You can also export your report to Excel or PDF. Simply click on the Excel or PDF link.