Taskstream has a functionality that allows users to run a report of workspaces. These reports can be used to assess what has been completed in workspace areas, number of outcomes, and other summary statistics. 

  1. On the Taskstream workspace homepage, on the right side of the screen next to the name of each workspace is a drop-down menu which says "- select report-". Click this to choose the type of report you want to run.

  2. Options for reports include:
    • "Alignment" tells how workspaces mapping is aligning with a specific standard like SACSCOC or specialized accreditors (e.g., CACREP, ABET)
    • "Assessment Cycle Summary" shows a summary view of your assessment plan
    • "Assessment Cycle Detail" shows a more detailed view of your assessment plan
    • "Action Plan Summary" shows a summary view of your action plan
    • "Action Plan Detail" shows a more detailed view of your action plan
  3. Once you have chosen a report type, click the "Go" button to the right of the drop-down menu.

  4. Once you have selected a report type, you can specify the workspace, assessment plan year, and even filter by specific outcomes or goal sets. Once you have specified what you want in the report, click "Continue."

  5. The next screen will be your report. If you don't see anything on the report, you need to maximize the report area. You can do this by clicking on the arrow on the left hand side of the screen.

  6. Once you have maximized the report view, you can view the report, print, or export the report. You can find these functions in the upper right portion of the screen. You can export to PDF or Word formats. If you are viewing a "detail" report, you can also export to Excel.