Management reports can be accessed via the Control Panel by clicking the Reporting hyperlink.
This action takes you to the Report Selection page where you can identify which of the available reports you would like to view. Upon selecting a report to view, the Selection Criteria page appears where you can identify the specific criteria to include in the report. Examples include: viewing a report for a specific or all regions, viewing a report by one or all units within the selected region, identifying how you would like to sort the report (specific to each report's definition) and other criteria as applicable to the selected report. Upon completing the selection criteria for the selected report, the report is generated.
One of the key features of the management reports in OSST is that you can navigate to lower and higher levels of detail as necessary. This means that a user can navigate to a level in order to view statewide results as well as navigate to the level of detail within a specific case manager's caseload. For example the Caseload Program Types report indicates the types of cases (Single Parent, Teen Parent, Two Parent, Applicant, Transitional and Total cases) currently open or closed for the state, each region, each unit or for a specific career manager. The drill down capability allows you, in some cases, to enter the caseload of a career manager and actually view and update cases where your security profile allows access to the cases. This makes the tool not only useful for reporting counts, but also enables a career manager to perform case management functions.
Selecting Criteria For the Report
Drill Down to a Specific Region's Report
Drill Down to Specific Unit's Report
Drill Up to all Regions Report
Drill Down to a Specific Career Manager's Caseload
Drill Up to the Unit level Report
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Steps |
Action |
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1 |
Click the 'Reporting' hyperlink on the Control Panel. |
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2 |
Select the desired report from the 'Select Report' pop up box. |
Selecting Criteria For the Report
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Steps |
Action |
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1 |
Select the desired region from the 'Region' drop down list (if you want to see all regions' results, select 'All' from the drop down list). |
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2 |
Select the desired unit from the 'Unit' drop down list (if you want to see all units within the region, select 'All' from the drop down list). |
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3 |
Select a 'Sort by' criteria from the drop down list. |
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4 |
Select 'Active Status' criteria (Active or Inactive) - this refers to the open caseload (active) and closed caseload (inactive). |
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5 |
Click 'Search.' |
Drill Down to a Specific Region's Report
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Steps |
Action |
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1 |
Click on the desired region number in order to view that region's report. |
Drill Down to Specific Unit's Report
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Steps |
Action |
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1 |
Click on the desired unit number in order to view that unit's report. |
Drill Up to all Regions Report
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Steps |
Action |
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1 |
Click on the 'Region' hyperlink under the 'Totals' section of the page (brings you back to the report for all regions). |
Drill Down to a Specific Career Manager's Caseload
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Steps |
Action |
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1 |
After drilling down to the 'Unit Level Detail', click on the career manager's name in order to view their caseload. |
Drilling down to the caseload level allows you to view the cases that met the criteria for that report, however these cases are viewed using the live OSST caseload page for the associated case manager. The report results prior to reaching the caseload is up to 24 hours old as reports are refreshed nightly within OSST.
Drill Up to the Unit level Report
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Steps |
Action |
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1 |
Click on the 'Unit' hyperlink under the 'Totals' section of the page (brings you back to the unit level report within the selected region). |