Phoenix Reports - Accessing Reports in Power BI

Owned by Mary Spires, created
Last updated: Aug 19, 2024 by Mary Spires
3 min read

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

Accessing Reports

NOTE: Power BI stores your login credentials on the computer you use. This means you will only need to log in again when you change your password. It also means your credentials are stored on any computer you use unless you clear the browser history after each use or use a private browsing window to access the site. For more information, see the Phoenix Reports - Non-Providers Quick Start (Administrators and Secretaries) or Phoenix Reports - Provider Quick Start (Special Education Teachers, SLPs, Related Service Providers).

Using the Phoenix application

  1. Login to Phoenix.

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

    image-20240315-135002.png

  3. Follow the steps under Accessing Power BI reports

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 the steps under Accessing Power BI reports

Accessing Power BI reports

If prompted to log in to Power BI enter your SSD username and password using the following format:

  2. Username: ssdco\fmlast

    1. Password: your usual SSD password

  3. The home page for Special School District Reporting opens. Click the Special Education Data button.

    1. NOTE: The appearance of the screens in Power BI varies based on user permissions. 

  4. 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.

  5. 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. 

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.