Working with the Office-level Performance Report
On the Performance Reporting home page under "Review [current fiscal year] Performance Metrics," you will find a box with links to instructional guides like this one. Below that are links to the current year's National performance, Regional performance, and your office’s performance reports for the current fiscal year. FYI new feature for users that have access to multiple offices, will now see on the Performance Home page a link for each office.
View and edit your Office's Performance Report
To open the report, click on its link. Your office report for the current fiscal year will display (next two images).
- Use the vertical and horizontal scroll bars to see all of the data.
- Tailor the report to include only those programs of interest (the row categories that will display): click "Choose" under the Program column title and select or deselect programs to suit your needs.
Reports are exportable and printable.
Note: If this is your first time into the report for the year, or if you regularly clear your browser cookies: Before the report opens, you will get a message saying, >No Program selected for fiscal year 20XX along with the "Program Selection" popup screen (next image). By default, ALL programs are checked (will be included in the report). Customize the report to your needs by clicking (unchecking) unneeded programs, leaving only the program(s) of interest. When done, click "Save and Reload." The program will remember your selections the next time you log in unless and until you clear browser cookies.
The Office Report fields (column headings)
- The Measure column lists each measure code and its text description in Operational Plan order.
- Click the “View Descriptions” link to open a separate window with a complete list and descriptions of performance measures for the current FY.
- Click on the arrows to the right of the heading to change the order of the display (and give it a moment to do so).
- For a given Measure, click [learn more…] for an explanation of how the value for that measure is calculated.
- The Program column shows the FWS program with which a measure is associated. If desired, click on the arrows to the right of the column title to organize (A-Z or Z-A) according to Program. The Choose link allows you to add and remove the programs whose measures display on the Performance Report.
- The OP Target column displays the Operational Plan target for each measure. (Office-level targets have a "box" field in the cell for entering values.) Note that you can Bulk Edit office-level targets, but before you do, be sure to first select only the program (the Choose link in the Program column) in which you want to make such edits.
- The ECOS value ([date]) column shows the current ECOS value for those measures that derive their values from entries in an ECOS module. For example, if a measure’s value is derived from counting TAILS Section 7 Activities, the total number as of the date shown is displayed. A zero is displayed if there is no data or if the value is not derived from ECOS.
Note: The value in this column is compiled nightly, so always refer to the date in the column header. This means that you cannot make a change to an ECOS module like TAILS and see it reflected in the Performance Report that same day—you'll have to wait until the following morning to see the change.
If a value is displayed in this column for a particular measure, you can click on the value itself (blue link) to view how it was obtained (that is, which entries in ECOS added up to that measure’s value). For example, clicking on the value for Measure 220.127.116.11, "Number of timely formal/informal "Other Non-Energy" consultation request responses," displays the TAILS Activities that contributed to that value (next image). A note about TAILS-derived measures: If entries are from TAILS, in that same window you can click on the activity code to view the selected Activity in TAILS. If you wish, you can export this report to CSV, Excel, or PDF format and use it to double-check the reported values in TAILS.
- The Office Adjustment column is used to either (1) enter values for measures that don’t derive their values from ECOS or (2) correct the values displayed in the ECOS Value column.
- To adjust a value, click on the Edit link (if there is one) in this column for the target value.
Note: If there is no Edit link, then this value is NOT adjustable in the Performance Reporting system. Instead, you must correct the underlying data in the appropriate ECOS application in order to make an adjustment to this value. For example, if the value for a measure is derived from TAILS and it seems too low, the Activities contributing to that measure should be reviewed in TAILS, and if necessary, missing Activities entered or existing Activities edited to correct the value. Remember, you can click [learn more…] to find out from which ECOS module a value for a measure is derived.
- In the Office Adjustment popup form that opens (next image), enter the amount of the adjustment in the Value field. This adjustment can be positive or negative. For example, if the current ECOS value is 7 and you want to adjust it to 6, you would enter "–1" (negative 1) in the Value field of the Office Adjustment form for that measure.
Note: Only one adjustment may be entered. If, say, the current adjustment is “+1” and you want to add another 1 to that, change the adjustment value to “+2.”
- REQUIRED: In the Comment field, enter an explanation as to why this adjustment was necessary.
- Click the Save button to save your adjustment for this measure.
Note: The name of the person making the adjustment and date it was made are also saved. View the comment, name, date, and value by clicking the Edit link for this value. The value itself can be changed or removed.
- The ECOS value with Adjustments field displays the new value for this measure, which is the current ECOS value plus or minus any Office adjustments. (However, since most ECOS values are not adjustable in PRS, this value is typically the same as that in the ECOS value column.) CHECK THIS STATEMENT
For example, if the ECOS value (as of a given date) for Measure EN 1.3.4 is 0 and you enter an "Office Adjustment" value of +2, the "ECOS value with Adjustments" becomes 2 (next image). If no further Office Adjustments are made, 2 is the value that would be reported to PTrac for this measure for your office. (PTrac is the final reporting tool for FWS end-of-year reporting.) This value is highlighted in yellow to indicate an “adjusted” value (next image).
If you point your cursor at any yellow-highlighted cell, an informational tooltip pops up (next image):
Still need help?
Submit a ticket to the ECOS Help Desk or call 970-266-2999 9:00 a.m.–6:00 p.m. Eastern Time M-F.