- Navigation:
- Reports
Reports
From the Reports page, click the “+” to the left of the Programs folder to open the list of reports. For the purpose of this example, Programs – Special Education is the folder being used.
Click the name of the report and select Run Report.
This selection will cause the report page to open. Reference the following filter options to determine your report parameters.
| Filter Options | |
|---|---|
| District | For SSAs, the district you are currently attached to is the default that will appear in the District. Select a District option, as appropriate. |
| Campus | Select the Campus you wish to include. |
| Program Status | Select the Program Statuses you wish to include.1 |
| Grades | The current grade levels of students in the selected campus will automatically display in the Grades dropdown. |
| Case Manager | Select the Case Manager.2 |
| Student | Select the Student(s) you wish to include. |
| Sort By | Select Annual IEP Date.3 |
Additional Notes
- The program will default to include ALL Active Program Statuses (e.g., Active, Initial, Transferred).
- The program will default to include ALL Case Managers.
- Filters will be different based on what report the user is cueing.
Click View Report to run your query. The system will curate the data that matches your filter options.
When the report cues, click the floppy disc dropdown and select Excel to export the report to Excel.
Click the Excel icon that loads at the bottom of the screen.
This selection will open the Excel spreadsheet.
Sort the report according to your specifications and select the File > Save As option to choose a location to save the report. Next, enter the name of the report in the File name field and click Save to save the report.
