Reporting in PEARS is split into multiple modules (Program Activities, Success Stories, etc.) Different types of activities and efforts are reported in each module. When you first select a module from the Plan, Track, or Analyze menus, a list of records is displayed. The list view allows you to view existing records, add new records, and export data into an Excel spreadsheet. For more details on each part of the list view, continue reading. Click one of the links listed below to jump to a specific section:
Module Title & Summary
The name of the module is displayed at the top of the page. A short description of the type of activity reported in the module is also included for reference.
Filter & Search
Default Filters
Each list initially includes records in the current reporting year that the current user has created. Two filters are automatically applied to show this set of data: the “Reporting Year” filter, and the “Created By” filter.
Filtering Capabilities
Other filters are available above the list of records as well. Click the More button to view additional filter options. Filters allow different sets of data to be listed. If you have permission to view additional data, use filters to determine what is shown in the list view. The filters available vary per module.
Each filter allows multiple options to be selected. The list of records updates in real time as filters are applied. Filters currently in use are outlined in green.
Search Bar
To search for a specific record, type keyword(s) into the search field and press the Enter key.
Clear Filters
Click the “x” next to a filter to clear the selection(s). If all filters are cleared, all records that you have access to view in PEARS will be listed.
Reset Filters
Click Reset to return to the default filters (records in the current reporting year that the current user has created).
Add a New Record
Click the Add button to create a new record.
When the Add button is clicked, a blank form will appear for data entry.
Export Data
Click the Export button to download a set of data for analysis. Details from all records that fit the current filter & search criteria will be included in the export.
When the Export button is clicked, an Excel spreadsheet will download onto your device for data analysis.
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If you are not sure what to report in a module, you can go to that module to see a short description. For additional questions, reach out to your supervisor or PEARS administrators.
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Once a record is created in PEARS, it will continue to be saved in the system (even if it is not currently visible in the list view). To view data from previous reporting years or data created by other users, adjust the filters.
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By default, all users only have permission to view records they have created in PEARS. If additional permissions have been provided, you will be able to view additional data. If updates to your account permissions are needed, please reach out to a User Manager listed in the PEARS Directory.
NOTE:
If multiple options are selected for a filter, records that match any one of the selected options are included in the list. For example, if you select three users in the “Created by” filter, the list will include records created by User A, records created by User B, and records created by User C.
NOTE:
Previously, the list of filters included an Apply button. After the Apply button was clicked, the list updated to match the filters selected. Now, this step is no longer needed! Once filters are selected, the list immediately updates.
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When using the search bar to locate a specific record, make sure the filter criteria matches the record you are looking for. Only records that match the current filter criteria will be displayed in the list. If needed, click the “x” next to a filter to clear the selections.
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For additional information on exporting data from PEARS, see the following article: Export Data.