This article assists users when using Power BI to access Phoenix reports. 

Accessing Reports

Using the Phoenix application

1. Login to Phoenix.

2. On the Header Navigation menu, click the Reports icon.

   

3. If prompted to login to Power BI enter your SSD username and password using the following format:

   

   1. Username: ssdco\fmlast

   2. Password: your usual SSD password

4. The home page for Special School District Reporting opens. Click the Special Education Data button. The appearance of the screens in Power BI varies based on user permissions. 

   

5. The Special Education Data screen displays the Special Education Key Performance Indicators (KPIS) for the district and a button for Phoenix Reports. Click the Phoenix Reports button.

   

6. The Phoenix Reports screen displays a button for each type of report based on your level of access. The buttons will vary and will include either "Provider" for teachers and service providers or "Non-Provider" for administrators and secretaries. Other buttons may also be available based on your permissions. 

   

Using the direct web address

1. Open a web browser and enter https://bi.ssdmo.org into the address bar.
   TIP: Store this address in your bookmarks/favorites list for quick access in the future.

2. Follow steps 3 through 6 above.

Non-Provider Reports - Administrators and Secretaries

1. Administrators and Secretaries can create reports for any Case Manager, provider, district, school, etc.

2. The reports can be filtered by administrator, provider, district, student group (i.e. Early Childhood, Homebound, SNAP, etc.), etc.

3. For information about the available reports download the List and Descriptions of Non Provider Reports.

4. Instructions for viewing reports are included on the Phoenix Reports - Non-Providers Quick Start.

5. Click the Non-Provider button to view the available reports.

   

6. The list of reports displays. Click the tile for the report you wish to view.

   

Provider Reports - Teachers and Providers

1. Each Provider (Special Education Teacher, Related Services Provider, etc.) can create only their own reports.

2. For information about the available reports download the List and Descriptions of Provider Reports.

3. Instructions for viewing reports are included on the Phoenix Reports - Provider Quick Start

4. Click the Non-Provider button to view the available reports.

   

5. The list of reports displays. Click the tile for the report you wish to view.

   

Student Reports - All Staff

1. Login to Phoenix.

2. Locate the student on a student list or search for the student.

3. Hover over the student's name on the Student List panel to display the hamburger icon.

4. Click the hamburger icon to display the Student Management Menu.

5. Select Student Reports. 

6. Select the report you wish to view.

   

Adding a Report to Favorites for Quick Access

Frequently viewed reports can be added to your Favorites list to provide quick access. This example adds the Meetings Due By Case Manager report to a Provider’s Favorites list. The steps for a Non-Provider report are the same.

1. Select the three ellipses on the report to display the report information window.

2. On the report information window, select the empty star next to Add to Favorites.

   

3. The report is added to your Favorites list.

4. To view the reports on your Favorites list, select the Favorites button. This can be done immediately after opening/logging into Power BI. To view the report, click on the report’s tile.

   

5. To remove a report from your Favorites list, select the three ellipses on the report to display the report information window, then select the filled star next to Remove from Favorites.

   

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