Event Reporting

The Event Reporting screen allows you to generate your own reports for a specific event, for a specific form/step, and for specific fields on a form. You will only be able to view programs, events, steps/forms, and fields you have the profile permissions to view.

Generating a Report for a Specific Event

You can generate reports for the programs and events you have permission to view. The Summary report displays the overall count for each status of an event. The Detailed report displays each student, with the program, event, date initiated, initiated by, date locked, status of the event, campus initiated at, student, school, student ID, grade level, gender, and date of birth.

Event Statuses:

OPEN: the Event was initiated but all forms have not been completed

COMPLETE: all forms/steps in the Event have been completed, saved & validated

LOCKED: the Event has been locked and is in the Locked Events tab

INACTIVE: the Event has been set to Inactive but may still be Open or Complete

UNLOCKED: the Event was locked and then unlocked

DELETED: the Event has been deleted from SSS

1. In the SSS menu, click Event Reporting.

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On the left side of the screen are the Programs you have permission to view. There are also columns for Events, Forms & Steps, and Fields, which will generate based on your selections.

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2. Click the Program.

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The events you have permission to view are listed for the program.

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3. Click the Event.

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4. To run the Summary report, click Reports and click Run summary.

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The report is displayed at the bottom of the screen. The Summary report displays how many Complete, Deleted, Inactive, Locked, Unlocked, and Open statuses there are for the event.

If you have access to multiple schools, the count includes students from all the schools. If you have access to only one school, the count only includes students from that school.

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5. To view the Detailed report, click Reports and click Run detailed.

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The Detailed report is displayed per student. Students from the school selected at the top-right of the screen display. The Program, Event, Date Initiated, Initiated By, Date Locked, Status of the event, Campus Initiated At, Student, School, Student ID, Grade Level, Gender, and Date of Birth are listed.

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6. If you have permissions to more than one school, click View all schools to view students from all the schools you have access to. To view students who are inactive, click Include inactive students.

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7. Click the student or student ID link to open the Student Info screen for that student.

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Both the Summary and Detailed reports can be filtered or exported.

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8. To toggle between the two types of reports, at the top of the screen, click Reports and then Run summary or Run detailed.

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9. To return back to the list of events, click Back to all events.

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Generating a Report for a Specific Form or Step

You can generate a report for a specific form or step within an event. Some districts may have set profile permissions to view certain forms. The Summary report displays an overall count for each status of the form. The Detailed report displays each student, with the program, event, date initiated, initiated by, event status, form, form status, campus initiated at, student, school, student ID, grade level, gender, and birth date. Some forms have varying columns. Only one form at a time can be included on a report.

Forms will display with one of three Form Statuses:

PENDING: the form/step has not been started (no data has been entered on the form)

DRAFT: the form/step has been started and saved as a draft

VALIDATED: the form/step has been completed and successfully saved & validated

1. In the SSS menu, click Event Reporting.

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2. Click the Program.

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3. Click the Event.

The Forms & Steps list will populate based on the event you selected.

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4. Click the Form/Step. Only one form/step can be included in a report.

Currently, the IEP Goals Progress Report will not generate a report at the Forms & Steps level as it is generated by code and is not considered a form.

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5. To run the Summary report, click Reports and click Run Summary.

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The report is displayed at the bottom of the screen. The Summary report displays how many Pending, Validated, and Draft statuses there are for the form.

If you have access to multiple schools, the count includes students from all the schools. If you have access to only one school, the count only includes students from that school.

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6. To view the Detailed report, click Reports and click Run detailed.

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The Detailed report is displayed per student. Students from the school selected at the top-right of the screen display. The Program, Event, Date Initiated, Initiated By, Event Status, Form, Form Status, Campus Initiated At, Student, School, Student ID, Grade Level, Gender, and Date of Birth are listed.

Running the detailed report for forms such as the Academic PMP, Behavior PMP, Meeting Minutes, Goals & Objectives, or Schedule of Services will display different columns relevant to those forms/steps on the report.

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7. If you have permissions to more than one school, click View all schools to view students from all the schools you have access to. To view students who are inactive, click Include inactive students.

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8. Click the student or student ID link to open the Student Info screen for that student.

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Both the Summary and Detailed reports can be filtered or exported.

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9. To toggle between the two types of reports, at the top of the screen, click Reports and then Run summary or Run detailed.

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10. To return back to the list of forms, click Back to all forms.

If the event only has one form/step, the box just collapses to show that single form.

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Generating a Report at the Field Level for a Form

You can generate a report to view the data entered on specific fields on the form. Some districts may have set profile permissions to view certain fields on a given form. The Summary report displays a count for the number of forms with the selected value. The Detailed report is per student and displays the program, event, date initiated, initiated by, form, status, campus initiated at, student, school, student ID, grade level, gender, birth date, and the value of the field.

At this time, some forms may have very generic field names which may not assist you with identifying the specific data collected on the field, especially if you are unfamiliar with the form.

1. In the SSS menu, click Event Reporting.

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2. Click the Program.

3. Click the Event.

4. Click the Form/Step.

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5. In the Select field(s) pull-down, select one or multiple fields.

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To remove a selected field, click the X next to the field.

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6. To view the Summary report, click Reports and Run summary.

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The report is displayed at the bottom of the screen. The Summary report displays a count for the number of forms with the selected value.

If you have access to multiple schools, the count includes students from all the schools. If you have access to only one school, the count only includes students from that school.

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7. To view the Detailed report, click Reports and click Run detailed.

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The Detailed report is displayed per student. Students from the school selected at the top-right of the screen display. The Detailed report displays the Program, Event, Date Initiated, Initiated By, Form, Status, Campus Initiated At, Student, School, Student ID, Grade Level, Gender, Date of Birth, and a column for each field that was included on the report. The field value is displayed within the column.

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8. If you have permissions to more than one school, click View all schools to view students from all the schools you have access to. To view students who are inactive, click Include inactive students.

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9. Click the student or student ID link to open the Student Info screen for that student.

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Both the Summary and Detailed reports can be filtered or exported.

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10. To toggle between the two types of reports, at the top of the screen, click Reports and then Run summary or Run detailed.

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Additional Info for Field Selections

  • Multiple fields can be selected to be included in a report. Each additional field value will add a column to the report.
  • Field names in the pull-down display in alphabetical order.
  • Field names beginning with the same title that include a numeric digit at the end will display numerically based on the first digit, e.g. a field with xx _10 will display BEFORE a field with xx_2.