Reports can be generated by selecting “School” and “Case Manager” from the drop-down list.  After making the selection, choose one from the list.

A- Meeting Type

B- Meeting Not Completed


If you run an unfiltered report (no radio buttons selected and then choose “show student meetings”) the report is providing a line for every student with an active case.  If no meetings have been initiated for the student, those fields would be blank.  That allows you to see whether or not a meeting has been started/ completed for every student and if there have been meetings, each meeting will be listed on a separate line with the information about that meeting.  Students with multiple meetings would be listed multiple times.



A. Meeting Type:


The example below shows the report generated by the meeting type selected above:


B. Meeting Not Completed:


When this radio button is chosen, two additional selections will appear: All and Date in the Past.




The example below shows the report generated by Meeting Not Completed-- All:


This report will generate a list of all open meetings including those dated in the future.



The example below shows the report generated by the Meeting Not Completed--Date in the Past:



This report will generate a list of all open meetings that have a meeting date occurring in the past.