The "Other Evaluations" report pulls from "Section I. Review of Evaluation Data" in all IEP meeting forms.

As shown in the image below, you can find this report by choosing Reports from the top navigation menu, choosing Programs - Special Education from "Available Reports," then clicking Other Evaluations.

"Other Evaluation Names" is a district-customized list, so evaluation types can easily be added or removed from your drop-down list by your "District Administrator(s)."

This is a great place to document the types of evaluations that have been completed, as well as those that are pending completion.

Running the Report

1. After navigating to the report, click Run Report.
2. Select your desired parameters.

   • District: Defaults to your district of record.

   • Campus: Only campuses you have been given access to in the application appear in the drop-down for you to select.

   • Program Status: Defaults to active student statuses: "Active," "Initial," "Private/Home," and "Transferred." You can remove or add more statuses as you wish.

   • Grade: Defaults to all grades on the campus(es) you have selected. You can remove grade levels, if you choose.

   • Case Manager: Defaults to "All." You can select a single case manager, if you like.

   • Student: Defaults to "All." You can select a single student, if you prefer.

   • Evaluation: Select any/all evaluation names you would like to appear on the report.

3. Click View Report.

Viewing the Report

• Only the evaluation names you have selected in the report parameters appear on the report.
• "P" means "Past Due."
• "N" means "Needed within the next 90 days."
• Export the report to Excel, CSV, Word, or PDF formats by clicking the drop-down arrow by the floppy disk icon.

Using the Report

• Any evaluator can use this report to stay on track with both re-evaluation and pending evaluation due dates. This can be particularly helpful at the beginning of the school year, but evaluators should rerun this report on a regular basis to catch new requests.
• Any case manager can refer to this report to see which of their students have upcoming evaluations.