Youth EFNEPFilters & Subgroups Webinar

Thursday, April 18 9:00-10:00 am

Important points

• Filters can be utilized to generate reports based on specific criteria

• Subgroups can only be used to generate reports if you create a subgroup filter

Types of filters

• Demographic filter– Build a filter based on specific demographic information

entered from the About My Class enrollment form such as grade level, gender, ethnicity, delivery type, etc.

• Subgroup filter– Build a filter based on specific schools, locations, etc. to

generate reports for students who received education at those sites

Example #1

Scenario: This program year, you have enrolled 2,000 students. Of the 2,000 students, you would like to generate a report only for those who identify as Hispanic/Latino between grades K-2.

Adding New Filters

Select Filters from the Setup menu in the Youth section

Select Add Filter

Name and describe the filter

Type of filter

Set filter criteria:• Hispanic • Grades K-2

Save filter

Generating a Youth Summary Report

Select Youth Summary from the Reports menu in the Youth section

Select filter

To include all currently available data in the system, leave the begin and end dates blank

Generating a Youth Checklist Summary Report

Select Youth Checklist Summary from the Reports menu in the Youth section

Select filter

To include all currently available data in the system, leave the begin and end dates blank

Example #2

Scenario: You just concluded administering the post-education Eat Well + Move evaluation to a second grade class. The teacher has asked you for a summary of her students’ behavior changes pre and post-nutrition education.

Adding New SubgroupsSelect Subgroups from the Setup menu in the Youth section

Select Add Youth Subgroup

Name and describe the subgroup

Adding a subgroup filterSelect Filters from the Setup menu in the Youth section

Select Add Filter

Name and describe the filter

Type of filter

Select the subgroup you would like to filter

Save filter

Generating reports using subgroup filters

Before a report can be generated using a subgroup filter, the subgroup must first be

assigned to the group or groups in which the subgroup applies

Assigning SubgroupsSelect Manage Youth Groups from the Youth Groups section

Edit Youth Group

Select ENTRY & EXIT DATA

Assign the subgroup

Generating a Youth Summary Report

Select Youth Summary from the Reports menu in the Youth section

Select filter

To include all currently available data in the system, leave the begin and end dates blank

Questions?

Please feel free to direct WebNEERS and data entry related questions to Melissa Tamargo at

matamargo@ucdavis.edu