Integrated Reporting

Experience from the

Field

DOL 2007 Performance

& Reporting Summit
 Integrated Reporting System

 Utilizes Greatly Simplified Client

Model
 Only includes what’s needed for
Standard or Ad Hoc Reporting
- Not Case Management
 Includes 4 Main Tables

2
 Integrated Reporting System

Greatly Simplified Client Model

 Enrollment Instance Table
 Tracks individual customer/Period of
Participation at integrated/system level
 Includes:
- Common Customer Characteristics
- POP information (DOP, Exit)
- Num/Den flags for each measure at
integrated/system level
- Wage data
3
 Integrated Reporting System
Greatly Simplified Client Model
 Enrollment Program Level Table
 Table tracks individual customer/Period
of Participation at the program level
 Allows us to report outcomes by
program
 Includes:
- Num/Den flags for each measure at
program level
- Wage data

4
 Integrated Reporting System

Greatly Simplified Client Model

 Service Instance Table
 Table tracks ALL qualifying services received
by customers to identify DOP and Exit
 Includes:
- Service Type/Dates
- Program
- Self-Service/Staff-Assist/Intensive/Training Flags
- Local Office Codes

5
 Integrated Reporting System
Greatly Simplified Client Model
 Board Enrollment Reference
Table
 Table breaks performance out by
Board
 Links to Enrollment Instance

Table

6
 Integrated Reporting System

Greatly Simplified Client Model

Board
Enrollment
Reference
Many

One

One Enrollment One

Instance
Many Many

Service Many One Enrollment

Instance Program

7
 Reporting Capabilities
 Over 75 performance & management
reports
 Common Measures are organized by
measure, not by program
 User selects a measure and system provides
results for up to 36 different population levels
- Includes integrated and siloed levels
- Easier to compare/evaluate performance
 Users can get extracts showing which
customers are counted in each measure

8
9
10
 Reporting Capabilities

 Reports run based on “Mature” or

“Preview” cohorts
 “Preview” reports results using
immature data
- Missing WRIS, FEDES, and some UI
 “Mature” is lagged enough to be
reported officially
 Forecasting Reports for Retention &
Average Earnings
 Use data through 2nd quarter
11
 Monthly Performance Report

 Integrated Reporting System only

provides basic data
 Doesn’t show History
 Doesn’t show whether “Meeting” or “Not-
Meeting”
 Doesn’t show Board’s total performance
 Doesn’t make it easy to compare Boards

 MPR takes Data and provides Information

12
 Monthly Performance Report
 MPR provided to
 Governor’s Office
 Legislature
 Commissioners
 Boards
 Boards provide Explanations of Variance
when “Not Meeting”
 Commission holds quarterly meetings on
Performance and Finance
 Open Meetings
 Broadcast via Internet
13
 New Monthly Performance Report

 Snapshots
 Published and Updated Data
 Extensive Trending
 4+ Years by Qtr, YTD, R4Q
 Built-in Reference Material
 Tutorial
 Measure definitions

 Footnotes

14
 New Monthly Performance Report

 “Stream of Consciousness” Navigation

 Filter to focus on
 Board
 Measures
 Programs
 Create Custom Report Formats
 Save them for later usage
 Export formats to share with others
 Export results to Excel

15
 Organize by Pick Board or
Program or Pick a View State
Measure

Filter
Measures

Dates Displayed

Jump to
Comparison View

Get Extra
Details

16
 Filter by Cohort

Sort by Column
Headings

Select Board to
jump to Board
Summary

17
 Select Trend
Type

Jump to
Comparison View
Graphic Measure
Lag

18
 Contact Info

Adam Leonard
Performance Analysis & Reporting,
Texas Workforce Commission
Adam.Leonard@twc.state.tx.us
512-936-5866

19