To access reports of students' performance, go to the ‘Reports’ tab and select the type of report you would like to view. More of a visual learner? 🎥 Here is a quick tooltip with more info!
There are 4 different data reports you can choose from:
Data Sorted By Goal
Data Sorted By Date
Data Sorted By Sessions
Data - Billing Export
To run a report:
In the Reports tab, click on the name of the report from the left side panel.
Select your students: click on names to add specific students, click the filter icon to search for students, or click 'Select All.'
At the top, select the time frame from the drop down.
Click 'Generate Report' to preview the report. Then select the printer icon to download a copy of the report to print.
Here is an example of each report type:
The 'Data Sorted by Goal' report is a great option for progress report purposes, as it includes goal/objective data, Goal notes, an optional graph, and an average of all your data points!
The 'Data Sorted by Date' report is more of a "traditional" data report with data listed chronologically from oldest to newest, and includes all Group, Student, and Goal notes.
The 'Data Sorted by Sessions' report outlines data for a group session, and includes the group members' names, lesson plan used & data/notes for all group members.
The 'Data - Billing Export' report downloads as a .csv file spreadsheet that you can customize. It includes data chronologically from oldest to newest, and all Student, Group, and Goal notes.
💡Important tips:
The order of the student names when printing reports is based on how you have your caseload sorted. So if you would like the list in alphabetical order by first name, make sure your list is sorted this way on the main caseload screen.
If you would only like to include the student's name and date of birth, uncheck the box at the top with the person icon. Checking this box will include more info, such as therapist/teacher name, IEP date, etc.
