Generating Plan and Manage Testing Report
An opportunity is a student’s attempt at a test. Opportunities are counted across the entire school year. For example, when a student takes
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Overview

Plan and Manage Testing offers two ways to find information:
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Basic Search has common report options to find information on all eligible students who:
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have not started assigned tests
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have started but not completed assigned tests
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have not completed assigned tests
(includes those who have not started and those who have not completed) -
have completed an assigned test
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Basic Search also shows:
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tests in a paused status
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current tests expiring within 7 days
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Advanced Search has all report options and tools to find individuals or student groups in these categories:
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Test Progress with options for have/have not started or have/have not completed by opportunity
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Test Status with options for any/specific opportunity and the status
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Test Expiration with options for expirations on a specific day or over a range of days
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Session ID or TA Name with options for most recent sessions or specific session ID
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Basic Search

This option is designed for quick access to common search options. It offers a paired down selection of options available in the Advanced Search and only allows searching for full groups of students per test, administration, and test name.
Follow the prompts to move through the three steps. The Selected Options section populates with your report information for each step. After searching, you’ll have access to the results table that you can filter by keyword and export.
Advanced Search

You can search for both groups of students and individual students using the Advanced Search tab if individual student search options such as name or ID are available.
In each panel, make selections for all required fields. Only the fields with special considerations are listed below.
1.From the Monitoring Test Progress task menu on the dashboard, select Plan and Manage Testing. The Plan and Manage Testing page appears.
Students
2.In the Search Students panel, select the parameters for whose information to include in your report.
a.School: From the School drop-down list, select a school if applicable. You may select one or more schools from this list. You may also select all schools.
Note: If you select more than 20 schools or if you select all schools and the district contains more than 20 schools, the report will only be available to export to the Secure File Center.
b.Teacher: Optional: Choose a
The Teacher drop-down list includes all school-level users
If you do not select any person from the Teacher drop-down list and use the default value of All to generate the report, all the tests display that were taken in that school, irrespective of roster associations.
It is important to note that the TA Name displayed on the Plan and Manage Testing report does not imply the name of the teacher. The TA is the person who conducts the test. This can be the same as the teacher or it can mean a different person.
c.Individual Student Search Options: Be aware if you enter information for individual search options, such as name or ID, the student must be associated with a selected school or you will not get any search results.
Tests
3.In the Tests: Select tests and an administration panel, select the parameters for which tests to include in your report:
a.Optional: From the Advanced Search Search Fields drop-down list, select a specific test accommodation or demographic to filter the report.
i.If you select a test accommodation or demographic, a field is displayed. Enter text or select the required filter criteria from the available options.
Information
4.In the Information: Set report focus panel, select the radio buttons for one of the options and set the parameters for that option.
More information about the Refine by options:
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Test Progress (refer to alert information)
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Reports date completed information; not based on status.
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Started does not have a test completion date; Completed has a test completion date.
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100,000 record limit for untested students (includes students who have not started or not completed a test).
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Test Status (refer to alert information)
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Reports test statuses.
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If completed is selected, the search results will include students with completed, submitted, or reported statuses.
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Test Expiration
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Reports when students will lose access to the test.
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Use in exactly for expirations on a certain day; use within for expirations over a range of days.
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Session ID or TA Name
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Reports most recent session information, not all past sessions.
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If no TA or session ID is specified, the date range cannot exceed 15 days.
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Alert: For Test Progress & Test Status, any opportunity does not mean all opportunities!
- Selecting the drop-down any opportunity does not return results with all opportunities.
- Any opportunity finds the earliest opportunity matching the selection criteria in the rest of the search phrase.
- If you need to find all opportunities, search by SSID for specific students using the Search Students by SSID task.
Report Examples

For example, if a student attempts three opportunities for two different tests, the tables below show some of the report results you can expect.
Search Students by SSID
For the Search Students by SSID task, when you search for this specific student, you return all opportunities in the results. This task is included in this information to highlight the difference between how the two reports work.
Student ID | Test | Opportunity | Session ID | Status | Date Started | Date Completed |
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00001 |
ELA |
1 |
A |
Expired |
09/07/23 |
|
00001 |
ELA |
2 |
B |
Expired |
11/29/23 |
|
00001 |
ELA |
3 |
C |
Reported |
02/21/24 |
02/22/24 |
00001 |
Math |
1 |
D |
Reported |
09/12/23 |
09/12/23 |
00001 |
Math |
2 |
E |
Reported |
11/28/23 |
11/28/23 |
00001 |
Math |
3 |
F |
Reported |
02/20/24 |
02/20/24 |
Plan and Manage Testing: Test Progress
For Test Progress, if you search by have completed and any opportunity, you’ll return these results for the same student.
In this example, you do not return the most recent opportunity the student completed for the Math test because opportunity 1 is the earliest matching completed. However, you do return the most recent for the English test because the earlier ones were not completed.
Student ID | Test | Opportunity | Session ID | Status | Date Started | Date Completed |
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00001 |
ELA |
3 |
C |
Reported |
02/21/24 |
02/22/24 |
00001 |
Math |
1 |
D |
Reported |
09/12/23 |
09/12/23 |
Plan and Manage Testing: Test Status
For Test Status, if you search by any opportunity for any status, you return these results.
In this example, you return only the earliest opportunities because any status considers all statuses.
Student ID | Test | Opportunity | Session ID | Status | Date Started | Date Completed |
---|---|---|---|---|---|---|
00001 |
ELA |
1 |
A |
Expired |
09/07/23 |
|
00001 |
Math |
1 |
D |
Reported |
09/12/23 |
09/12/23 |
View Report

- If your report is for 20 or fewer schools:
- To view the report on the page, select Search or Generate Report.
- To download the report to your device, select Export Report.
- If your report is for more than 20 schools, you can only export the report:
- Depending on your options, either select Search or select Generate Report, then Export to Secure File Center.
Note: Not all columns are selected by default. To add or remove information, use at the top right of the table.
Save Advanced Searches as Favorites

You can save reports generated from the Advanced Search to easily rerun reports you use often. Reports are accessed from the Favorites tab without the need to reenter your search criteria. When available, new data is pulled in each time you run a report from Favorites.
Warning: Your list of favorite reports can be used throughout one school year but will be removed when TIDE is reset for the next school year.
To save searches to your Favorites tab:
1.Access Plan and Manage Testing.
2.Select the Advanced Search tab.
3.Select search criteria for all required fields and any optional fields within each section.
4.Select Generate Report.
Note: The option to save your search will not appear if you select Export Report.
5.Review your search results in the grid at the bottom, and if they meet your needs, select Save New Favorite.
6.On the Save New Favorite pop up, add a title with up to 500 characters (required) and a description with up to 1000 characters (optional).
Alert: The Advanced Search options you selected will not display when you generate this report from the Favorites tab. For future reference, list your search selections in the description so you know what information is in this report.
Generate and Manage Reports from the Favorites tab

The results from the reports in Favorites are refreshed every time you generate a report. Plan and Manage Testing provides results on demand, so data is always up to date.
To generate reports from your Favorites tab:
1.Access Plan and Manage Testing.
2.Select the Favorites tab.
3.Optional: Select the top row of a column to sort in ascending order. Select the row again to sort in descending order.
4.Optional: Use the Search favorites text box to enter a keyword, phrase, part of a word, date, or time to find a specific report.
5.Select the title of a report to generate results below the list of Favorites on the Favorites tab.
The title and description you entered while saving your favorite display above the results, and the results display with a limited selection of columns.
6.Optional: To display all or different columns, select and use the checkboxes.
7.Optional: Sort the results table the same way you can sort the list of Favorites.
To manage your favorite reports by editing the title and description or deleting the report:
1.Choose a way to edit the title:
a.From your Favorites list, select the Edit button .
b.If you’ve generated the report, select Edit Title / Description from above the results.
2.Delete the report by selecting the Delete icon from your Favorites list.
Columns in Report

Table 23 lists the columns in the report.