How do I use the "Caseload / Access" report?

If the reports are sorted by “IEP Manager” then page breaks will be inserted between every team member when printed.

  • To save the report as a csv file for use in a spreadsheet such as Excel, click [Save to File] at the top of the report.
  • You may use the “1st Order”, “2nd Order” and “3rd Order” drop down menus to sort your report by specific fields.
  1. From your “Administration Menu” click “Reporting”, or use the “Go to…” drop down menu and select “Admin Reporting”.
  2. When the Reports menu appears, there are two selections at the top, “Searchable” and “Quick”. This report is a “Searchable” report.
  3. Click “Caseload/access” to run this report.
  4. Enter your search criteria.
  5. Click “Search”.

The “Caseload/access Report” will give you the following results:

  • District Name
  • School Name
  • Student Name (Last/First)
  • Student ID (MARSS #)
  • Primary Disability
  • Team Member
reports_caseload.txt · Last modified: 2015/02/27 11:31 by sped_forms
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