This article assists users when who are using Power BI to access Phoenix reports for non-providers. These reports can be created by Administrators and Secretaries.
Non-Provider Reports - Administrators and Secretaries
Administrators and Secretaries can create reports for any Case Manager, provider, district, school, etc.
The reports can be filtered by administrator, provider, district, student group (i.e. Early Childhood, Homebound, SNAP, etc.), etc.
Download the List and Descriptions of Non-Provider Reports for information about the available reports.
Instructions for viewing reports are included on the Phoenix Reports - Non-Providers Quick Start.
Click the Non-Provider button to view the available reports.
The list of reports displays. Click the tile for the report you wish to view.
Student Reports - All Staff
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Reports for an individual student can be created by all users. The reports include information for one student. Student Reports can only be created in Phoenix. For information about the available reports download the List and Descriptions of Student Reports. |
Login to Phoenix.
Locate the student on a student list or search for the student.
Hover over the student's name on the Student List panel to display the hamburger icon.
Click the hamburger icon to display the Student Management Menu.
Select Student Reports.
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.
Select the three ellipses on the report to display the report information window.
On the report information window, select the empty star next to Add to Favorites.
The report is added to your Favorites list.
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.
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.
Related articles
*NOTE: When an audit report is run and “No LRE” is listed as a result, it’s likely that a new IEP for that student was recently locked and will be initiated within 10 days. In those cases, the audit flag will self-correct once the new IEP is active.
**NOTE: When a report for overdue progress reports is run, it is possible that progress was duplicated or that the system auto-generated progress and the staff manually generated reports as well. When this happens, staff can confirm that the progress is duplicated by comparing completed and pending progress. Once duplication is confirmed, on or after the due date, the duplicate progress can be deleted from PENDING.
Non-Provider Report uses:
Audit Reports - Audits assist in cleaning up data for the December 1 count. Note the NO LRE audit flags pending active IEPs as well as audit issues.
Classlist - shows students assigned to a specific case manager.
Caseload - This data-driven report provides statistical information that may be useful in balancing workloads. If a staff member assigned to you does not show up in this report, Provider Maintenance may need to be updated in ESI. Refer to ESI: Provider Maintenance for further information.
Meetings Due - for IEPs and Reevals due by a specified date. This is useful in ensuring that all events due by October 1 are completed by the end of the prior school year.
Open Meetings - this will catch unassigned events, incorrectly assigned events, IJRs, Initial Eligibilities, and Transfers. It is beneficial to run this at least once a quarter.
A full list of reports and the information found in them can be found here: Report Resources
Phoenix Reports Resources
Phoenix Non-Provider Reports Quick Start Card
Phoenix Reports - Non-Provider Quick Start (Administrators and Secretaries)
Available Phoenix Reports
List and descriptions of Non-Provider reports (Administrators and Secretaries)
List and descriptions of Student reports (All Phoenix users)
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