This article assists users when 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.
For information about the available reports download the List and Descriptions of Non Provider 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.

*NOTE: When an audit report is run and “No LRE” is returned as a result, it’s likely that a new IEP for that student was recently locked and will initiate 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 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: https://ssdmo.atlassian.net/l/cp/iQEH2Ge1

Non-Provider Report uses:

Audit Reports - Audits assist in cleaning up data for 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 on this report, Provider Maintenance may need to be updated in ESI. Refer to https://ssdmo.atlassian.net/wiki/spaces/TSKC/pages/498109168 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: https://ssdmo.atlassian.net/wiki/spaces/TSKC/pages/1803517978/Report+Resources?preview=/1803517978/1804533763/NonProviderReportsDescriptions.pdf