Reporting
Services reporting is available in the following areas:
1. Student Plan Page
2. Can be created using adhoc reports
3. Can be created using dashboard charts.
Student Plan Page
The student plan page provides information about services.
1. Click the hamburger button on the services tab. Review the information
2. Filter as needed.
3. Click the print icon if desired.
Dashboards
Dashboards can be used to generate reports.
1. Click on the "+" icon and choose "Dashboard." The edit function of dashboards will populate.
2. Click the purple edit button.
3. Click on Reports
4. Click the drop down menu and select a report.
Look for options under MTSS reports, Case Management, Tasks, and Utility.
Some report choices that may be helpful include the following:
- MTSS - Caseload Status
- Case Management Upcoming Meetings
- Case Management Service Tracking
- Date Range Control Chart
- Tasks Status Reporting
This learning VIDEO on dashboards will demonstrate the various chart type displays and how to create them.
