WIOA Participant Individual Record Layout (PIRL) (Private Sector)

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View Program Dashboard
1.
2.

View Program Dashboard (continued)
Report Type = Quarterly displays Quarter End Date filter,
Report Type = Annual displays Program Year filter.

Select PROGRAM DASHBOARD from
WIPS tab bar
Select View Reports Linked to States (default)

5.

3.

Select Status hyperlink, Certified, Not Certified, Certification
Overwritten or Not Certifiable, to view specific Quarterly or
Annual Report

Not Certifiable status applies to Performance Reports that
were generated from a previous file upload and a newer
upload has at least one certified report.

Select View Reports Linked to Grants

State column is replaced with Grant Type, Grant Number
and Grantee Name columns.

6.

Review associated Quarterly or Annual Performance Report

Reports are associated to States or Grants based on the
uploading user’s groups. Reports for Programs may display in
States or Grants, based on WIPS profile of uploading users.
4.

Filter dashboard data by selecting one or more criteria:
 Report Type [Default = Quarterly]
 Quarter End Date/Program Year [Default = most

recent quarter/program year]




Uploaded By Date [Default = current date]
Region [Default = all]
State [View Reports Linked to States only, Default =

Getting Help
Getting
Help
To get help for WIPS, send an email to:

To get help for WIPS,

all]



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[email protected]

send an email to:

Program [Default = all]
Status [Default = all]

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View State Status Dashboard

View State Status Dashboard (continued)

1.

5.

2.

Select STATE STATUS DASHBOARD
from WIPS tab bar
Select WIOA Core for Dashboard View type [Default]

Not Attempted = no file uploaded, Last Attempt on = Edit
Check Errors for uploaded file(s), Generated = uncertified
report(s) created, Certified = report certified. Hyperlink only
available for Certified status, which includes certification date
and time.

WIOA Core displays data for WIOA Adult/Dislocated
Work/Youth and Wagner-Peyser, including National
Certified Totals section.

3.

Select User Defined for Dashboard View and choose one or
program(s) from User Defined View

No data is displayed for User Defined view until at least one
program is selected. National Certified Totals section not
displayed for User Defined view.

4.

Select Certified Status hyperlink to view Quarterly or Annual
Report

6.

Review associated Quarterly or Annual Report

Filter the dashboard by selecting one or more criteria:




Report Type [Default = Quarterly]
Quarter End Date/Program Year[Default = most

recent quarter/program year]
 Region [Default = all]
 Status Date [Default = current date]
Report Type = Quarterly displays Quarter End Date filter,
Report Type = Annual displays Program Year filter.

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Stored Filters

Stored Filters (continued)

Stored Filters are available on the Program Dashboard and the State
Status Dashboard.

Editing Existing Filters

Creating New Filters

1.

Click in Select a Filter menu box and select existing filter

2.
3.

Select Edit to update an existing Stored Filter
Change filter options or filter name and select Save

1.

2.

Select Add in Stored Filters to create new personal filter

Enter filter name, select Save, then Close to remove new box

The new Stored Filter uses current selections of dashboard
filters.

3.

Use Clear All Filters to return dashboard to default settings

Deleting Existing Filters
4.

Click in Select a Filter menu box and select new filter

1.
2.

The selections of the filters are returned to the previous
settings from the new Stored Filter.

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Click in Select a Filter menu box and select existing filter
Select Remove to delete currently selected Stored Filter

There is no confirmation for Remove, so make sure that you
have the correct Stored Filter selected before using Remove.

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View Program User Reports

View Program User Reports (continued)

WIOA Adult and Youth Reports

National Quarterly Report

1.
2.

Select REPORTS from WIPS tab bar
Select WIOA Youth (or WIOA Adult) report link

1.
2.

3.

Select Quarter End Date

WIOA Adult and Youth reports are generated from
processed data from WIPS certified reports; there will always
be a few months lag before reports are available to view.

Export Spreadsheet generates MS Excel file with outcome
results from certified Wagner-Peyser, WIOA Adult/Youth/
Dislocated Worker and National Dislocated Worker Grants
QPRs.
3.

There are three sections to WIOA Youth reports The first
report on the milestone bar is displayed by default.
4.

Select National Quarterly Report link
Select Quarter End Date

Select a Program to view online National Quarterly Report for
selected program

Select report name on the milestone bar to select section of
WIOA Youth report to view

National Quarterly Report for selected Quarter End Date and
Program is displayed. Quarterly and Rolling 4 Quarters
(default) Time Periods can be selected. Report can also be
printed.

WIOA Adult and Youth Reports include standard Time
Periods from WIOA QPR — Quarterly, Rolling 4 Quarters
and Program to Date. Reports can also be printed.

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Download Report Data via DATA EXPORT
1.
2.

4.

5.

Click Download to save file

Most recent six requests are displayed in Completed Export

Select DATA EXPORT in WIPS tab bar
Select from the following options:





3.

6.

Requests for download.

Quarter End Date - choose one (required)
Program(s) - choose one or more (required)
Header Option - No Headers, Element Name
(default) or Element Numbers

File download location will be determined by your browser
settings.

 Gzip File Format - No (default) or Yes
 Resulting Schema - Full PIRL or Chosen Program
Note that if you select more than one Program, then
Resulting Schema must be Full PIRL.
Click REQUEST button to submit data extract request

Use Excel Wizard to View Exported File
Do NOT double click on the file to directly open in
Microsoft Excel from Windows Explorer. This may change
some of the data in your file.
1.
2.
3.
4.

Onscreen message will state that request has been received.
WIPS will send email when file is ready to download. Process
may take several minutes.
Click CONTINUE button
Export request will display as Pending in Completed Export
Requests until export is complete.
Select REFRESH LIST button in Completed Export

Open Microsoft Excel
Select From Text from the Data tab
Browse to select downloaded CSV file and click Import button
Verify Delimited is selected
and click Next> button

Requests section

5. Select Comma for Delimiter
and click Next> button
6.

7.
8.
9.

Scroll all the way to the right,
hold down Shift key and click
on last column on right
Select Text for Column data
format
Click Finish button
Select Existing Worksheet

You may receive a warning regarding a large number of cells
if you have downloaded a big file. Just click OK to continue.
10. View data file

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