This article provides a brief overview of navigation in the provider tab in Power BI. Provider reports are created by Special Education Teachers and Related Services Providers.

Provider Reports - Teachers and Providers

1. Each Provider (Special Education Teacher, Related Services Provider, etc.) can create only their own reports. The reports are created for the logged in user.

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 Provider button to view the available reports.

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

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Provider Report uses:

1. 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.

2. Open Meetings - all open meetings assigned, including open Amendments and Discipline Documents.

3. Other reports available provide lists of Students, Accommodations, Goals, and Student Contacts.

A full list of reports and the information found in them can be found here: Report Resources.

Key Steps

1. Understand the distinction between reports by Case Manager and reports by Service Provider.

2. Access reports for Case Managers or Service Providers based on your role.

3. Review Meetings Due for Case Managers to manage IEPs and re-evaluation documentation.

4. Check Open Meetings by Case Manager for handling events and meetings.

5. Review Overdue Progress Reports by Case Manager for progress reports due for all students under your case management.

6. Check Overdue Progress Reports by Service Provider for progress reports due for students under your service provision.

Tips for Efficiency

• Click the three dots on the upper right of a tile to view the information provided through a report.

• Click the three dots on the upper right and click the star to mark a report as a Favorite. Click Favorites in the upper left to easily access all your favorite reports.

Link to Loom

Phoenix Reports Resources

Phoenix Provider Reports Quick Start Card

• Phoenix Reports - Provider Quick Start (Teachers, Related Service Providers)

Available Phoenix Reports

• List and descriptions of Provider reports (Teachers, Related Service Providers)

• List and descriptions of Student reports (All Phoenix users)

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