Service Provider Detail

Classic Path: Student Information > Reports > Service Provider Detail Report

Search Terms: Service Provider Detail

The Service Provider Detail Report displays provider's name, the provided service's detailed information, which includes students' name, student number, grade, service start/end dates, and minute summary.

Screenshot of the Service Provider Detail tool.Image 1: Service Provider Detail Report

Unlike the Service Provider Summary Report, the Service Provider Detail Report lists student names in addition to the type of service being provided and the service information.

Report Logic

Locked plans are referenced to pull service information and service providers.Service information prints for non-locked plans, reporting the same information except for the name of the Service Provider. A student is listed once per service per provider. This means the student's name may be listed more than one time for each service provider.

Report Editor

The following fields are available for entry:

Field

Description

Start Date

First date used to report service provider information. This is a required entry. Dates are entered in mmddyy format or can be chosen by selecting dates from the calendar icon.

End Date

Last date used to report service provider information. This is a required entry. Dates are entered in mmddyy format or can be chosen by selecting dates from the calendar icon.

Non-Resident Students Only

When marked, the report only prints students who are considered non-residents based on their Resident District selection.

Providers

Lists those individuals marked as a Service Providers on a student's Team Member's tool.

Calendar Selection

Select at least one calendar from which to report provider information. Calendars can be selected by active year, school name or year.

Print in HTML Format

When marked, the report prints in HTML format, instead of the standard PDF format. 

Generate the Service Provider Detail Report

  1. Enter the Date Range for the report.
  2. If only non-resident students should be included, mark the Non-Resident Students Only checkbox.
  3. Select which Providers to include in the report.
  4. If the report should print in HTML format, mark the Print in HTML Format checkbox.
  5. Select the Calendars to include on the report.
  6. Click the Generate Report button. The report displays in a new browser window in the selected format, listing the service providers, service, student name and details of the service.

Screenshot of an example of the Service Provide Detail Report.Image 2: Service Provider Detail Example