You have the ability to export your caseload to a spreadsheet (e.g. Excel or Google spreadsheets). Here are some reasons you may want to do this:
print out a list for your upcoming meetings
keep a hard copy of your caseload in a binder with other SLP resources
provide a caseload list to your administrator
use as a checklist for progress monitoring to ensure no one is forgotten
The ability to export vs. print only allows you to delete fields. For example, if you only want a list with the students' names and teachers (in case you need to leave it with a sub or SLPA so they know who to call when the student doesn't show up) you can do that.
To export your caseload, follow these steps:
1. Go to the Caseload tab.
2. Click on 'Actions' at the top of the page.
3. Select 'Export Caseload.'
A .csv file will then download to your computer with your caseload information. Once a file is exported to Excel, you can also use Excel's sorting feature to reorder the information in any way that you'd like.
Once a file is exported to Excel, you can use Excel's sorting feature to reorder the information in any way that you'd like.
Select the column you want to sort by (e.g. Teacher, Column G).
Once the column is selected, (1) switch to the Data tab and (2) select the AZ↓ icon next to the Sort button, and (3) click the Sort button in the pop up box (leave the expand the selection box checked).
Your caseload is now sorted as you specified.
To sort by a different header, simply repeat steps #2 and #3.