The “Other Evaluations” report helps districts track evaluation types recorded in “Section I: Review of Evaluation Data” within IEP meeting forms. This report allows administrators, evaluators, and case managers to identify completed evaluations, upcoming evaluations, and overdue evaluations for students receiving special education services.
The report pulls data directly from the “Other Evaluations” section of IEP meeting forms, where districts document additional evaluation types.
Locating the Other Evaluations Report
To find the “Other Evaluations” report:
- Select Reports from the top navigation menu.
- Under “Available Reports,” choose Programs – Special Education.
- Click Other Evaluations.
The “Other Evaluation Names” list is district-customized. District Administrators can add or remove evaluation types from the dropdown list.
Districts commonly use this list to document:
- Evaluations that have already been completed
- Evaluations currently in progress
- Evaluations that are pending completion
Running the Other Evaluations Report
Step 1: Open the Report
After navigating to the report, click Run Report.
Step 2: Select Report Parameters
Choose the appropriate parameters to filter the report results.
Report Parameters
- District: Defaults to your district of record
- Campus: Displays only campuses that you have access to within the application
- Program Status: Defaults to active student statuses. Additional statuses can be added or removed as needed.
- Active
- Initial
- Private/Home
- Transferred
- Grade: Defaults to all grades for the selected campus. Specific grade levels can be removed if desired.
- Case Manager: Defaults to "All," but you can filter results by a specific case manager
- Student: Defaults to "All," but a single student can be selected if needed
- Evaluation: Select the evaluation name(s) you want included in the report.
Step 3: Generate the Report
Click View Report to display the report results.
Viewing the Other Evaluations Report
Key details about the report include:
- Only evaluation types selected in the report parameters will appear in the report.
- "P" indicates an evaluation that is past due.
- "N" indicates an evaluation that is needed within the next 90 days.
Exporting the Report
The report can be exported for additional analysis or sharing.
To export the report:
- Click the dropdown arrow next to the export icon.
- Choose one of the available export formats:
- Excel
- CSV
- Word
How District Staff Use the Other Evaluations Report
The “Other Evaluations” report helps districts monitor evaluation timelines and stay compliant with evaluation requirements.
Common use cases include:
- Evaluators can track upcoming and overdue evaluations throughout the school year.
- Case managers can identify students who have evaluations approaching or pending.
- District teams can run the report regularly to identify new evaluation requests or approaching deadlines.
Running this report frequently, especially at the beginning of the school year, helps districts stay organized and ensure evaluations are completed on time.