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User Guide

Interactive Reports

Create Reports Using the SAT 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 SAT 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 one or more grad years for your report.  Selecting multiple grad years returns a column of data for each year in your report.
  8. Click on Select Criteria if you wish to limit your report to a segment of SAT takers.   Selecting criteria is optional.
  9. Select Data Scope.
    • National - includes all test takers in the geographic areas you selected
    • Institutional – includes those test takers who sent official test scores to your institution
    • Both – selecting both will result in columns of data for national and institutional test takers
  10. Select Row Value.
  11. 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.
  12. If you want to refer to the report again, save the report by clicking on the Save link.
  13. Click on the Run link to view the report.
  14. 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.  

From this report, you can open a Basic Report by clicking on the row value you want more information about. You can also export your report to Excel or PDF. Simply click on the Excel or PDF link.