Reports

The Report Builder screen lets you access Report Builder reports, print progress reports and IEP summaries by class, and print blank forms for use offline.

“Working with Report Builder Reports”

“Printing Reports”

“Printing Blank Forms”

Working with Report Builder Reports

Report Builder reports are available from the Report Builder screen if they are enabled for your district and you have the appropriate user privileges. You can select required parameters and numerous optional filters and columns for displaying desired report results. Once you select the desired settings, you can save the report with those settings to use in the future.

For information on managing Report Builder reports and user access to these reports, as well as guidelines for creating custom reports in Microsoft SQL Server Report Builder 2.0 for use in ProgressBook, refer to the ProgressBook Report Builder Management Guide.

To view the available reports on the Report Builder screen, see “Accessing the Report Builder Screen.”

For descriptions of available Report Builder reports, including links to procedures for running each report, see “Report Builder Reports Descriptions.”

For information about available features for Report Builder reports, see “Report Builder Reports Available Features.”

Accessing the Report Builder Screen

A list of reports that you can run displays on the Report Builder screen. Reports that your district makes available display in the Core Reports area. If you run any core reports and save them using your own specific parameters, those reports display in the My Reports area. To access the Report Builder screen:

1.On the banner, click menu_icon.png to open the menu. Then, in the Reports submenu, click Report Builder.

select_report_builder_screen.png

 

The Report Builder screen displays.

2.(Optional) Hover your cursor over a report name or description and click in the highlighted area to open a window with a description of the report.

3.(Optional) Click Run to open the Report Viewer window to set report parameters and view the report. For links to procedures for setting report parameters, see “Report Builder Reports Descriptions.”

report_builder_screen.png

Note: From the Report Builder screen, you can delete reports that you have created (My Reports) (see “Deleting Report Builder Reports” ).

Deleting Report Builder Reports

You can delete Report Builder reports that you have created (My Reports); however, you cannot delete Core Reports.

1.On the Report Builder screen, hover your cursor over a report name or description, and click in the highlighted area.

report_builder_screen_-_click_highlighted_area.png

 

The My (report name) window opens.

2.Click Delete.

3.On the delete confirmation window that opens, click OK.

Report Builder Reports Descriptions

The following Report Builder reports are available by default on the Report Builder screen, with one version for users with access to school buildings and another for those with access to classes.

Open Tasks – Displays existing open tasks for one or more task types for students in individual or multiple school(s) or class(es), depending on the report version. See “Open Tasks Report.”

Completed Tasks – Displays existing completed tasks for one or more task types where the date the task was completed falls within the specified date range for students in individual or multiple school(s) or class(es), depending on the report version. See “Completed Tasks Report.”

Due Date – Displays completed IEP and/or ETR tasks due for review within the specified date range for students in individual or multiple school(s) or class(es). See “Due Date Report.”

Accommodations – Displays statewide testing accommodations listed on the IEP 12, SP 3, or 504 2 Statewide and District Testing Pages of the completed IEP, SPSP, or 504 tasks whose event dates fall within the specified date range for students in individual or multiple school(s) or class(es). See “Accommodations Report.”

Student Demographics – Displays student demographic information for individual or multiple schools; or multiple classes, class groups, or homerooms. See “Student Demographics Report.”

EMIS Related Services – Displays related services information listed on the Services page of the completed IEP or SP tasks whose meeting or start and end dates fall within the specified date range for students in individual or multiple school(s) or class(es), depending on the report version. See “EMIS Related Services Report.”

EMIS Special Ed Events – Displays Special Education events information listed on the Special Education Events page of the completed IEP, ETR, and SP tasks whose event dates fall within the specified date range for students in individual or multiple school(s) or class(es), depending on the report version. See “EMIS Special Ed Events Report.”

Specific reports display on the Report Builder screen based on whether districts have assigned user roles access to those reports. For example, the Accommodations report is available by default to all users whose privileges allow access to school buildings. Even though a guidance counselor may have access to multiple school buildings, if the district does not assign the guidance counselor role access to the Accommodations report, that report does not display on the Report Builder screen.

Report Builder Reports Available Features

On the SpecialServices Report Viewer window, once you have selected required parameters and optional filters to create customized reports, you can save the report with those settings to use in the future. Once you have generated the report, numerous features are available as shown in the “Features for Report Builder Reports” table.

Features for Report Builder Reports

Feature

Description

View_Report.png 

Click this icon to view the report.

Show_Setup.png 

Click this icon to show report headers, required parameters, optional filters and columns.

Hide_Setup.png 

Click this icon to hide report headers, required parameters, optional filters and columns.

Save_Setup_As.png 

Click this icon to save the report with the selected parameters, filters and columns, type the unique report name in the New report name field and click Save.

next_page_arrow_rpt_blder.png 

Click this icon to navigate to the next page in the report.

last_page_arrow_rpt_blder.png 

Click this icon to navigate to the last page in the report.

previous_page_arrow_rpt_blder.png 

Click this icon to navigate to the previous page.

first_page_arrow_rpt_blder.png 

Click this icon to navigate to the first page.

go_to_specific_page_rpt_blder.png 

Type the page number in the field and then press Enter.

export_to_specific_file_format.png 

Select the desired format in the list and click Export. When prompted, click either Open or Save. If you select Open, the report opens in the software application associated with the file format you selected. You must have the appropriate application installed on your computer to read and modify the report file. The following file formats are available:

XML File with report data - Extensible Markup Language file format viewed in a Web browser with only data; there is no page formatting, headers, footers, lines or graphic images.

CSV - Comma-separated values file format in plain text format.

Acrobat (PDF) file - Portable document file format than can be viewed in Adobe Reader but not edited.

MHTML (Web archive) - Short for MIME HTML file format and also referred to as MHT. This is a Web page archive format used to bind images, Flash animations, Java applets, audio files, etc., together with HTML code into a single file. This file format can be viewed in a Web browser and is supported in the following browser versions: Internet Explorer 5.5 and later, Firefox 1.5 and later and Safari 3.0 and later.

Excel - Format provides full functionality of Microsoft Excel.

TIFF - Large graphic file format that may take longer to open than other file types and cannot be edited.

Word - Format provides full functionality of Microsoft Word.

print_icon_report_blder.png 

Click this icon to print the report. If prompted to install SQL Server Reporting Services 2008 ActiveX control, continue to install it on the computer, so you can print the report. The print feature is only available when using Internet Explorer. If you are not able to install the ActiveX control, proceed to export the report to an acceptable file format and then print the report from that software application.

column_sort_arrow_rpt_blder.png 

Click this icon to sort the columns in ascending or descending order.

Delete_Rpt_Builder.png 

Click this icon to close the Special Services Report Viewer window.

report_viewer_help_button.png 

Click this icon to view Help for Report Builder reports.

Open Tasks Report

The Open Tasks report provides many options for displaying existing open tasks for one or more task types for students in individual or multiple school(s) or class(es), depending on the report version.

1.On the Report Builder screen, beside the description of the report, click Run.

The SpecialServices Report Viewer window opens.

2.By default, in the Report Header field, Open Tasks Report or Open Tasks by Class Report displays, but you can rename the report if desired.

3.In the Select Required Parameters area, if you have access to buildings, in the School(s) drop-down list, select the appropriate school(s). If you have access to classes, in the Class(es) drop-down list, select the appropriate class(es).

Note: Only school buildings to which you have access or classes and class groups to which you have been assigned display in the list. Hidden classes do not display.

4.In the Select Required Parameters area, in the Task Type(s) drop-down list, select the appropriate task type(s).

Note: Only tasks enabled for your district display in the list.

5.In the Set Optional Filters area, in the Field Name drop-down list, select the appropriate option(s).

Compliance Due Date – Compliance due date of the task (entered on the New Task window in SpecialServices when the task was created)

District Student ID – Code that identifies the student (imported from StudentInformation)

Grade Level Code – Code that represents the grade level in which the student is enrolled (imported from StudentInformation)

Grade Level Description – Description of the grade level in which the student is enrolled (imported from StudentInformation)

Student Name – Full name of student in the form of last name, first name, middle name (imported from StudentInformation)

Task Name – Name of the task (entered on the New Task window in SpecialServices when the task was created)

Task Start Date – Date the task was created in SpecialServices

6.If the Operation drop-down list is available, select one of the following options. The available options may vary depending on the option you selected in the Field Name drop-down list.

Is Equal To

Is Not Equal To

Is Before

Is Before or On

Is After

Is After or On

Begins With

Does Not Begin With

Ends With

Does Not End With

Contains

Does Not Contain

Has a Value

Does Not Have a Value

7.In the Value field, type the appropriate value.

Note: The available options and acceptable values vary depending on the option you selected in the Field Name drop-down list. You may be able to enter only alphabetical or only numeric characters depending on the option you selected in the Field Name drop-down list. If you selected an option in the Field Name drop-down list that requires a date, a calendar becomes available in the Value field. If you selected Grade Level Code in the Field Name drop-down list, for grades 1 through 9 you must enter 0 before the grade in the Value field. If you selected Has a Value or Does Not Have a Value in the Operation drop-down list, then the Value field is not available.

Report_Builder_-_OpenTasks_Rpt_setup.png

Report_Builder_-_Open_Tasks_by_Class_Rpt_setup.png

 

 

8.By default, certain columns display on the report. If you have selected specific filter options in the Field Name drop-down list and you want that information to display on the report, in the Columns drop-down list, select the corresponding column name.

9.Click View Report.

The report displays. If multiple events exist for a student, each event displays in a separate row.

Note: The field or list displays red indicating an unacceptable value was entered or a required field was left blank.

10.To save the report with your selected parameters, filters, and columns, complete the following steps:

a.On the Report Viewer window, click Save_Setup_As00003.png Save Setup As.

b.On the Save Setup As window, in the New report name field, enter a unique report name.

c.In the New description field, enter a description of the report.

d.Click Save.

The report displays in the My Reports section on the Report Builder screen.

Completed Tasks Report

The Completed Tasks report provides numerous options for displaying existing completed tasks for one or more task types where the task completion date falls within the specified date range for students in individual or multiple school(s) or class(es), depending on the report version.

1.On the Report Builder screen, beside the description of the report, click Run.

The SpecialServices Report Viewer window opens.

2.By default, in the Report Header field, Completed Tasks Report or Completed Tasks Report by Class displays, but can renamed the report if desired.

3.In the Select Required Parameters area, if you have access to buildings, in the School(s) drop-down list, select the appropriate school(s). If you have access to classes, in the Class(es) drop-down list, select the appropriate class(es).

Note: Only school buildings to which you have access display in the list.

4.In the Select Required Parameters area, in the Task Type(s) drop-down list, select the appropriate task type(s).

Note: Only tasks enabled for your district display in the list.

5.In the Select Required Parameters area, in the Start Date and End Date fields, select the appropriate dates.

6.In the Set Optional Filters area, in the Field Name drop-down list, select the appropriate option(s).

District Student ID – Code that identifies the student (imported from StudentInformation)

Grade Level Code – Code that represents the grade level in which the student is enrolled (imported from StudentInformation)

Grade Level Description – Description of the grade level in which the student is enrolled (imported from StudentInformation)

Student Name – Full name of student in the form of last name, first name, middle name (imported from StudentInformation)

Task Completed Date – Date the task was completed in SpecialServices

Task Event Date – Date entered in the Meeting Date field on an IEP, SP, or ETR task Cover Page

Task Name – Name of the task (entered on the New Task window in SpecialServices when the task was created)

7.If the Operation Drop-down list is available, select one of the following options. The available options may vary depending on the option you selected in the Field Name drop-down list.

Is Equal To

Is Not Equal To

Is Before

Is Before or On

Is After

Is After or On

Begins With

Does Not Begin With

Ends With

Does Not End With

Contains

Does Not Contain

Has a Value

Does Not Have a Value

8.In the Value field, type the appropriate value.

Note: The available options and acceptable values vary depending on the option you selected in the Field Name drop-down list. You may be able to enter only alphabetical or only numeric characters depending on the option you selected in the Field Name drop-down list. If you selected an option in the Field Name drop-down list that requires a date, a calendar becomes available in the Value field. If you selected Grade Level Code in the Field Name drop-down list, for grades 1 through 9, you must enter 0 before the grade in the Value field. If you selected Has a Value or Does Not Have a Value in the Operation drop-down list, then the Value field is not available.

Report_Builder_-_Completed_Tasks_Rpt_setup.png

 

Report_Builder_-_Completed_Tasks_by_Class_Rpt_setup.png

 

 

9.By default, certain columns display on the report. If you have selected specific filter options in the Field Name drop-down list and you want that information to display on the report, in the Columns drop-down list, select the corresponding column name.

10.Click View Report.

The report displays. If multiple events exist for a student, each event displays in a separate row.

Note: The field or list displays red indicating an unacceptable value was entered or a required field was left blank.

11.To save the report with your selected parameters, filters, and columns, complete the following steps:

a.On the Report Viewer window, click Save_Setup_As00004.png Save Setup As.

b.On the Save Setup As window, in the New report name field, enter a unique report name.

c.In the New description field, enter a description of the report.

d.Click Save.

The report displays in the My Reports section on the Report Builder screen.

Due Date Report

The Due Date report provides numerous options for displaying completed IEP and/or ETR tasks due for review within a specified date range for students in individual or multiple school(s) or class(es), depending on the report version.

1.On the Report Builder screen, beside the description of the report, click Run.

The SpecialServices Report Viewer window opens.

2.By default, in the Report Header field, Due Date Report or Due Date by Class Report displays, but you can rename the report if desired.

3.In the Select Required Parameters area, if you have access to buildings, in the School(s) drop-down list, select the appropriate school(s). If you have access to classes, in the Class(es) drop-down list, select the appropriate class(es).

Note: Only school buildings to which you have access or classes and class groups to which you have been assigned display in the list. Hidden classes do not display in the list.

4.In the Select Required Parameters area, in the Start Date and End Date fields, select the appropriate date(s).

Note: You may enter dates in multiple formats using different types of separators, such as 11/01/11, 01.01.2011 or 1-1-11.

5.In the Select Required Parameters area, select one of the following Show ETRs options:

Yes – Include students with any of the following ETR tasks: IETR - Initial Evaluation (School-Age), IETR - Initial Evaluation (Preschool), RETR - Reevaluation (School-Age), RETR - Reevaluation (Preschool), and TETR - Transfer ETR, if they are enabled for your district

No – Do not include students with ETR tasks

6.In the Select Required Parameters area, select one of the following Show IEPs options:

Yes – Include students with any of the following IEP tasks: IIEP - Initial IEP, RIEP - Periodic Review IEP, RIEP - Periodic Review IEP (14+), and TIEP - Transfer IEP, if they are enabled for your district

No – Do not include students with IEP tasks

7.In the Set Optional Filters area, in the Field Name drop-down list, select the appropriate option(s).

District Student ID – Code that identifies the student (imported from StudentInformation)

Due Date – Date by which the task must be complete to be in compliance

The system determines the due date of the IEP by adding one year minus one day to the date entered in the Meeting Date field on the IEP Cover Page. The system determines the due date of the ETR by adding three years minus one day to the date entered in the Meeting Date field on the ETR Cover Page. If the calculated IEP or ETR due date falls within the date range entered in the Start Date and End Date fields entered, the student displays on the report.

Event Date – Date entered in the Meeting Date field on an IEP, SP, or ETR task Cover Page

Grade Level Code – Code that represents the grade level in which the student is enrolled (imported from StudentInformation)

Grade Level Description – Description of the grade level in which the student is enrolled (imported from StudentInformation)

Student Name – Full name of student in the form of last name, first name, middle name (imported from StudentInformation)

Task Type – Type of the task (selected on the New Task window in SpecialServices when the task was created)

8.If the Operation drop-down list is available, select one of the following options. The available options may vary depending on the option you selected in the Field Name drop-down list.

Is Equal To

Is Not Equal To

Is Before

Is Before or On

Is After

Is After or On

Begins With

Does Not Begin With

Ends With

Does Not End With

Contains

Does Not Contain

Has a Value

Does Not Have a Value

9.In the Value field, type the appropriate value.

Note: The available options and acceptable values vary depending on the option you selected in the Field Name drop-down list. You may be able to enter only alphabetical or only numeric characters depending on the option you selected in the Field Name drop-down list. If you selected an option in the Field Name drop-down list that requires a date, a calendar becomes available in the Value field. If you selected Grade Level Code in the Field Name drop-down list, for grades 1 through 9, you must enter 0 before the grade in the Value field. If you selected Has a Value or Does Not Have a Value in the Operation drop-down list, then the Value field is not available.

Report_Builder_-_Due_Date_Rpt_setup.png

 

Report_Builder_-_Due_Date_by_Class_Rpt_setup.png

 

 

10.By default, certain columns display on the report. If you have selected specific filter options in the Field Name drop-down list and you want that information to display on the report, in the Columns drop-down list, select the corresponding column name.

Note: Only the most recent task displays in the report results, if a student has multiple tasks of one task type and the following information is the same: Student Name, School Name, District Student ID, Task Type, Event Date, Grade Level Code and Grade Level Description. If any of this information is different, then multiple tasks display.

Note: If a student has a TIEP - Transfer IEP or TETR - Transfer ETR, See IEP or See ETR displays in the Due Date column.

11.Click View Report.

The report displays. If multiple events exist for a student, each event displays in a separate row.

Note: The field or list displays red indicating an unacceptable value was entered or a required field was left blank.

12.To save the report with your selected parameters, filters, and columns, complete the following steps:

a.On the Report Viewer window, click Save_Setup_As00005.png Save Setup As.

b.On the Save Setup As window, in the New report name field, enter a unique report name.

c.In the New description field, enter a description of the report.

d.Click Save.

The report displays in the My Reports section on the Report Builder screen.

Accommodations Report

The Accommodations report provides numerous options for displaying statewide testing accommodations listed on the IEP 12, SP 3, or 504 2 Statewide and District Testing Pages of the completed IEP, SP, or 504 tasks whose event dates fall within the specified date range for students in individual or multiple school(s) or class(es), depending on the report version.

1.On the Report Builder screen, beside the description of the report, click Run.

The SpecialServices Report Viewer window opens.

2.By default, in the Report Header field, Accommodations Report or Accommodations by Class Report displays, but you can rename the report if desired.

3.In the Select Required Parameters area, if you have access to buildings, in the School(s) drop-down list, select the appropriate school(s). If you have access to classes, in the Class(es) drop-down list, select the appropriate class(es).

Note: Only school buildings to which you have access or classes and class groups to which you have been assigned display in the list. Hidden classes do not display.

4.In the Select Required Parameters area, in the Accommodation(s) drop-down list, select one of the following options.

Select/De-select All Accommodations – Click once to select all the listed Accommodations options; click again to de-select all the listed Accommodations options

Yes – Include subject areas With Accommodations, if any were selected, on the Child Will Be Tested sections on the IEP 12 Statewide and District Testing Page, the SP 3 Statewide and District Testing Page, or the 504 2 Statewide and District Testing Page

No – Include subject areas Without Accommodations, if any were selected, on the Child Will Be Tested sections on the IEP 12 Statewide and District Testing Page, the SP 3 Statewide and District Testing Page, or the 504 2 Statewide and District Testing Page

Alt – Include subject areas with Alternate Assessments, if any were selected, on the Child Will Be Tested sections on the IEP 12 Statewide and District Testing Page, the SP 3 Statewide and District Testing Page, or the 504 2 Statewide and District Testing Page

5.In the Select Required Parameters area, in the Start Date and End Date fields, select the appropriate dates.

6.In the Select Required Parameters area, select one of the following Show IEPs options:

Yes – Include students with the following IEP tasks: IIEP - Initial IEP, RIEP - Periodic Review IEP, RIEP - Periodic Review IEP (14+), and TIEP - Transfer IEP, if they are enabled by your district

No – Do not include students with IEP tasks

7.In the Select Required Parameters area, select one of the following Show SPs options:

Yes – Include students with SP tasks, if they are enabled by your district

No – Do not include students with SP tasks

8.In the Select Required Parameters area, select one of the following Show 504s options:

Yes – Include students with 504 tasks, if they are enabled by your district

No – Do not include students with 504 tasks

9.In the Set Optional Filters area, in the Field Name drop-down list, select the appropriate option(s).

Area of Assessment – Subject area, for example, Reading, Writing, Math, Science or Social Studies, selected on the IEP 12 Statewide and District Testing Page, the SP 3 Statewide and District Testing Page, or the 504 2 Statewide District and Testing Page

Detail of Accommodations – Description stated in the Detail of Accommodations section for each area of assessment selected on the IEP 12 Statewide and District Testing Page, the SP 3 Statewide and District Testing Page, or the 504 2 Statewide and District Testing Page

District Student ID – Code that identifies the student (imported from StudentInformation)

Grade Level When Tested – Grade level in which the student is or will be enrolled when tested as selected in the Grade column on the IEP 12 Statewide and District Testing Page, the SP 3 Statewide and District Testing Page, or the 504 2 Statewide and District Testing Page (imported from StudentInformation)

Student Name – Full name of student in the form of last name, first name, middle name (imported from StudentInformation)

Task Completed Date – Date the task was completed in SpecialServices

Test Level to be Administered – Grade level assessment, for example, 10th OGT 3rd achievement, selected in the Assessment Area list on the IEP 12 Statewide and District Testing Page, the SP 3 Statewide and District Testing Page, or the 504 2 Statewide and District Testing Page

10.If the Operation drop-down list is available, select one of the following options. The available options may vary depending on the option you selected in the Field Name drop-down list.

Is Equal To

Is Not Equal To

Is Before

Is Before or On

Is After

Is After or On

Begins With

Does Not Begin With

Ends With

Does Not End With

Contains

Does Not Contain

Has a Value

Does Not Have a Value

11.In the Value field, type the appropriate value.

Note: The available options and acceptable values vary depending on the option you selected in the Field Name drop-down list. You may be able to enter only alphabetical or only numeric characters depending on the option you selected in the Field Name drop-down list. If you selected an option in the Field Name drop-down list that requires a date, a calendar becomes available in the Value field. If you selected Grade Level Code in the Field Name drop-down list, for grades 1 through 9, you must enter 0 before the grade in the Value field. If you selected Has a Value or Does Not Have a Value in the Operation drop-down list, then the Value field is not available.

accommodations_report_setup.png

 

accommodations_by_class_report_setup.png

 

12.By default, certain columns display on the report. If you have selected specific filter options in the Field Name drop-down list and you want that information to display on the report, in the Columns drop-down list, select the corresponding column name.

Note: Only accommodations from the most recent task displays in the report results, if a student has multiple tasks of one task type and the following information is the same: District Student ID, Task Type and Meeting Date. If any of this information is different, then accommodations from multiple tasks display.

13.Click View Report.

The report displays. A separate row displays for each test and subject area combination; therefore, multiple rows may display for a single student.

Note: The field or list displays red indicating an unacceptable value was entered or a required field was left blank.

14.To save the report with your selected parameters, filters, and columns, complete the following steps:

a.On the Report Viewer window, click Save_Setup_As00006.png Save Setup As.

b.On the Save Setup As window, in the New report name field, enter a unique report name.

c.In the New description field, enter a description of the report.

d.Click Save.

The report displays in the My Reports section on the Report Builder screen.

Student Demographics Report

The Student Demographics report provides numerous options for displaying student demographic information for individual or multiple schools, or individual or multiple classes, class groups, or homerooms.

1.On the Report Builder screen, beside the description of the report, click Run.

The SpecialServices Report Viewer window opens.

2.By default, in the Report Header field, Student Demographics or Student Demographics by Class Report displays, but you can rename the report if desired.

3.In the Select Required Parameters area, if you have access to buildings, in the School(s) drop-down list, select the appropriate school(s). If you have access to classes, in the Class drop-down list, select the appropriate class(es).

Note: Only school buildings to which you have access or classes and class groups to which you have been assigned display in the list. Hidden classes do not display.

4.In the Set Optional Filters area, in the Field Name drop-down list, select the appropriate option(s). See “Available Filters for Student Demographics Report”  for descriptions of all the available options.

5.If the Operation drop-down list is available, select one of the following options. The available options may vary depending on the option you selected in the Field Name drop-down list.

Is Equal To

Is Not Equal To

Is Before

Is Before or On

Is After

Is After or On

Begins With

Does Not Begin With

Ends With

Does Not End With

Contains

Does Not Contain

Has a Value

Does Not Have a Value

6.In the Value field, type the appropriate value.

Note: The available options and acceptable values vary depending on the option you selected in the Field Name drop-down list. You may be able to enter only alphabetical or only numeric characters depending on the option you selected in the Field Name drop-down list. If you selected an option in the Field Name drop-down list that requires a date, a calendar becomes available in the Value field. If you selected Grade Level Code in the Field Name drop-down list, for grades 1 through 9 you must enter 0 before the grade in the Value field.

Report_Builder_-_Student_Demographics_Rpt_setup.png

Report_Builder_-_Student_Demographics_by_Class_Rpt_setup.png

 

 

7.By default, certain columns display on the report. If you have selected specific filter options in the Field Name drop-down list and you want that information to display on the report, in the Columns drop-down list, select the corresponding column name.

8.Click View Report.

The report displays.

Note: The field or list displays red indicating an unacceptable value was entered or a required field was left blank.

9.To save the report with your selected parameters, filters, and columns, complete the following steps:

a.On the Report Viewer window, click Save_Setup_As00007.png Save Setup As.

b.On the Save Setup As window, in the New report name field, enter a unique report name.

c.In the New description field, enter a description of the report.

d.Click Save.

The report displays in the My Reports section on the Report Builder screen.

 

Available Filters for Student Demographics Report

Option

Description

Birth Date

Date of birth of the student.

Calendar Name

Calendar used by the school in which the student is enrolled.

Class Name

Name of the class in which the student is enrolled. If no class name is assigned, then course name and section display.

Counselor Name

Name of the guidance counselor assigned to the student.

Disability Code

Code that represents a disability which is included in a list of disabilities recognized by the state department of education. These codes are also used in ProgressBook SpecialServices. If you select this option, you must type 01, 02, 03, 04, 05, 06, 08, 09, 10, 11, 12, 13, 14, 15 or ** in the Value field.

Disability Name

Full name of a disability which is included in a list of disabilities recognized by the state department of education. These codes are also used in ProgressBook SpecialServices. If you select this option, you must type the full or partial disability name in the Value field.

District of Residence

District in which the student resides.

District of Service

District in which the student receives services.

Enrollment Date

Date on which the student enrolled in the school.

Enrollment Status Code

Code that represents whether the student is active or inactive in the school in which the student is enrolled.

Gender Code

Code that represents whether a student is female or male.

Grade Level Code

Code that represents the grade level in which the student is enrolled.

Grade Level Name

Name of the grade level in which the student is enrolled.

Graduation Date

Date on which the student will graduate from high school.

Home School ID

Code that represents the school building in which the student was originally enrolled.

Homeroom ID

Code that identifies the homeroom to which the student is assigned.

Parent Access Disabled Indicator

Indicates whether the student's information has been disabled on the Parent Access Web Site. If a parent account is associated with multiple student accounts, the parent account can still access the other student accounts. If you select this option, you must select Yes or No in the Value field.

Parent Access Disabled Status Name

Indicates whether the student's information has been disabled on the Parent Access Web Site. If you select this option, you must type Disabled in the Value field.

PB School ID

ProgressBook code that identifies the school in which the student is enrolled.

PB Student ID

ProgressBook code that identifies the student.

School Enrollment Status Name

Indicates whether the student's record is active in ProgressBook. If you select this option, you must type Active or Withdrawn in the Value field.

School ID

Code that identifies the school in which the student is enrolled.

School Name

Name of the school in which the student is enrolled.

Student Address Line 1

Street address where the student lives.

Student Address Line 2

Street address where the student lives.

Student Address Line 3

Street address where the student lives.

Student Address Apt No

Apartment number where the student lives.

Student City

City where the student lives.

Student Email Address

Email address of the student.

Student First Name

First name of the student.

Student ID

District code that identifies the student.

Student Last Name

Last name of the student.

Student Middle Name

Middle name of the student.

Student Phone Number

Student's primary phone number.

Student State

State where the student lives.

Student Zip Code

Postal code of the address where the student lives.

Student's Last Parent Access Login Date

Date of the last time the student logged in to the Parent Access Web Site.

EMIS Related Services Report

The EMIS Related Services report provides numerous options for displaying related services information listed on the Services page of the completed IEP or SP tasks whose meeting or start and end dates fall within the specified date range for students in individual or multiple school(s) or class(es), depending on the report version.

1.On the Report Builder screen, beside the description of the report, click Run.

The SpecialServices Report Viewer window opens.

2.By default, in the Report Header field, EMIS Related Services or EMIS Related Services by Class displays, but you can rename the report if desired.

3.In the Select Required Parameters area, if you have access to buildings, in the School(s) drop-down list, select the appropriate school(s). If you have access to classes, in the Class(es) drop-down list, select the appropriate class(es).

Note: Only school buildings to which you have access or classes and class groups to which you have been assigned display in the list. Hidden classes do not display in the list.

4.In the Select Required Parameters area, select one of the following Task Included In EMIS options:

Yes

No

5.In the Select Required Parameters area, select one of the following Task Excluded From EMIS options:

Yes

No

6.In the Select Required Parameters area, in the Start Date and End Date fields, select the appropriate date(s).

Note: You may enter dates in multiple formats using different types of separators, such as 11/01/11, 01.01.2011 or 1-1-11.

7.In the Set Optional Filters area, in the Field Name drop-down list, select the appropriate option(s).

District Student ID – Code that identifies the student (imported from StudentInformation)

Duration – Amount of time the student receives services

EMIS ID – State Student ID code that identifies the student (imported from StudentInformation)

Frequency –How often the student receives services

Goals Addressed – Goals that the services address

Location Of Services – Location where the student receives services

Provider Title – Title of the person providing the services

Service Code – Code that represents the description of the service the student is receiving entered on the Specially Designed Services page of the task

Service Description – Description of the service the student is receiving entered on the Specially Designed Services page of the task

Service End Date – Date by which the student should stop receiving services entered on the Services page of the task

Service Start Date – Date by which the student should begin receiving services entered on the Services page of the task

Student Name – Full name of student in the form of last name, first name, middle name (imported from StudentInformation)

Task Name – Name of the task (entered on the New Task window in SpecialServices when the task was created)

8.If the Operation drop-down list is available, select one of the following options. The available options may vary depending on the option you selected in the Field Name drop-down list.

Is Equal To

Is Not Equal To

Is Before

Is Before or On

Is After

Is After or On

Begins With

Does Not Begin With

Ends With

Does Not End With

Contains

Does Not Contain

Has a Value

Does Not Have a Value

9.In the Value field, type the appropriate value.

Note: The available options and acceptable values vary depending on the option you selected in the Field Name drop-down list. You may be able to enter only alphabetical or only numeric characters depending on the option you selected in the Field Name drop-down list. If you selected an option in the Field Name drop-down list that requires a date, a calendar becomes available in the Value field. If you selected Has a Value or Does Not Have a Value in the Operation drop-down list, then the Value field is not available.  

Report_Builder_-_EMIS_Related_Services_Rpt_setup.png

report_builder_-_emis_related_services_by_class_setup.png

 

 

10.By default, specific columns display on the report. If you have selected specific filter options in the Field Name drop-down list and you want that information to display on the report, in the Columns drop-down list, select the corresponding column name.

11.Click View Report.

The report displays. If multiple events exist for a student, each event displays in a separate row.

Note: The field or list displays red indicating an unacceptable value was entered or a required field was left blank.

Note: Only nonhidden students in classes appear in the report.

12.To save the report with your selected parameters, filters, and columns, complete the following steps:

a.On the Report Viewer window, click Save_Setup_As00008.png Save Setup As.

b.On the Save Setup As window, in the New report name field, enter a unique report name.

c.In the New description field, enter a description of the report.

d.Click Save.

The report displays in the My Reports section on the Report Builder screen.

EMIS Special Ed Events Report

The EMIS Special Ed Events report displays special education events information listed on the Special Ed Events page of the completed IEP, ETR, and SP tasks whose event dates fall within the specified date range for students in individual or multiple school(s) or class(es), depending on the report version. This report is available in two versions: one to users whose privileges allow access to school buildings and another version to users whose privileges provide access to classes.

1.On the Report Builder screen, beside the description of the report, click Run.

The SpecialServices Report Viewer window opens.

2.By default, in the Report Header field, EMIS Special Education Events or EMIS Special Education Events by Class displays, but you can rename the report if desired.

3.In the Select Required Parameters area, if you have access to buildings, in the School(s) drop-down list, select the appropriate school(s). If you have access to classes, in the Class(es) drop-down list, select the appropriate class(es).

Note: Only school buildings to which you have access or classes and class groups to which you have been assigned display in the list. Hidden classes do not display in the list.

4.In the Select Required Parameters area, in the Start Date and End Date fields, select the appropriate date(s).

Note: You may enter dates in multiple formats using different types of separators, such as 11/01/11, 01.01.2011 or 1-1-11.

5.In the Select Required Parameters area, in the Task Type(s) drop-down list, select the appropriate task type(s).

6.In the Select Required Parameters area, select one of the following Task Included In EMIS options:

Yes 

No

7.In the Select Required Parameters area, select one of the following Task Excluded From EMIS options:

Yes 

No

8.In the Set Optional Filters area, in the Field Name drop-down list, select the appropriate option(s).

District Student ID – Code that identifies the student (imported from StudentInformation)

EMIS ID – State Student ID code that identifies the student (imported from StudentInformation)

Event Date – Date entered in the Meeting Date field on the task Cover Page

Event End Date – Date the event ended

Event Start Date – Date the event started

Event Type – The type of event

Non Compliance ID – The noncompliance identification

Outcome ID – The outcome identification

Required IEP Test Type – The IEP test type that is required

Secondary Planning – The secondary plan

Student Name – Full name of student in the form of last name, first name, middle name (imported from StudentInformation)

Task Name – Name of the task (entered on the New Task window in SpecialServices when the task was created)

9.If the Operation drop-down list is available, select one of the following options. The available options may vary depending on the option you selected in the Field Name drop-down list.

Is Equal To

Is Not Equal To

Is Less Than

Is Less Than Or Equal To

Is Greater Than

Is Greater Than Or Equal To

Is Before

Is Before or On

Is After

Is After or On

Begins With

Does Not Begin With

Ends With

Does Not End With

Contains

Does Not Contain

Has a Value

Does Not Have a Value

10.In the Value field, type the appropriate value.

Note: The available options and acceptable values vary depending on the option you selected in the Field Name drop-down list. You may be able to enter only alphabetical or only numeric characters depending on the option you selected in the Field Name drop-down list. If you selected an option in the Field Name drop-down list that requires a date, a calendar becomes available in the Value field. If you selected Has a Value or Does Not Have a Value in the Operation drop-down list, then the Value field is not available.

Report_Builder_-_emis_special_ed_events.png

  

Report_Builder_-_emis_special_ed_events_by_class.png

 

 

11.By default, certain columns display on the report. If you have selected specific filter options in the Field Name drop-down list and you want that information to display on the report, in the Columns drop-down list, select the corresponding column name.

12.Click View Report.

The report displays. If multiple events exist for a student, each event displays in a separate row.

Note: The field or list displays red indicating an unacceptable value was entered or a required field was left blank.

13.To save the report with your selected parameters, filters, and columns, complete the following steps:

a.On the Report Viewer window, click Save_Setup_As00009.png Save Setup As.

b.On the Save Setup As window, in the New report name field, enter a unique report name.

c.In the New description field, enter a description of the report.

d.Click Save.

The report displays in the My Reports section on the Report Builder screen.

Printing Reports

You can print progress reports and IEP summaries for one or more students in a class on the Class Print screen.

Note: To print progress reports and IEP summaries, you must be assigned to at least one class.

1.On the banner, click menu_icon00010.png to open the menu. Then, in the Reports submenu, click Class Print.

class_print.png

 

The Class Print screen displays with Progress Report (IEP) selected in the Form drop-down list by default.

2.In the Class drop-down list, select the class for which you want to print progress reports or IEP summaries.

3.In the Form drop-down list, select the type of progress report you want to print, or select IEP Summary.

A list displays that includes students in the selected class who have an open report task of the selected type. The Form Count field displays the number of pages contained in the student’s progress report or IEP summary.

4.Select the students whose progress reports you want to print:

To select all students, on the column heading at the top of the grid, select the checkbox.

To select individual students, in the row of the desired student, select the checkbox.

5.Click Print Forms.

Class_Print_screen.png

The progress reports or IEP summaries for the selected students are merged into a single PDF document and display in a new window or tab.

6.Click Print in your PDF viewer.

7.To return to the Class Print screen, close the window or tab displaying the merged forms.

Printing Blank Forms

You can print blank versions of many SpecialServices forms to use offline. For example, you might print a blank set of the ETR forms to fill out during an ETR team meeting.

1.On the banner, click menu_icon00013.png to open the menu. Then, in the Reports submenu, click Print Blank Forms.

print_blank_forms.png

 

The Print Blank Forms screen displays a list of the form groups you can print as well as an option to choose individual forms to print.

print_blank_forms_-_full_screen.png

2.Select blank forms to print using one of the following options:

To print all the forms in a particular form group (such as IEP, ETR, BIP, etc.), click the form group.

print_blank_form_group.png

 

To select individual forms:

i.Click ... Choose Individual Forms.

print_blank_individual_forms.png

 

ii.On the Choose Forms window that opens, select the checkbox beside each form you want to print.

iii.Click Get Forms.

The selected blank forms display in a new window or tab in a single PDF document, and you can print the forms using your PDF viewer.