Service Provider Summary

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

Search Terms: Service Provider Summary

The Service Provider Summary Report displays students' count, service providers' count and minute summary, which include indirect minutes, direct minutes and total minutes. The service information will be displayed if "Providers and Services" selected as the report type.

Screenshot of the Service Provider Summary tool.Image 1: Service Provider Summary

Unlike the Service Provider Detail Report, the Service Provider Summary Report does not list student names. It just lists 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 Options

The report can print either Providers only or Providers and Services.

  • Providers and Services prints the service provided to the student and total time for that service.
  • Providers Only prints just the name of the provider and total time.

Print in HTML Format

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

Generate the Service Provider Summary 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. Select the desired Print Option.
  5. If the report should print in HTML format, mark the Print in HTML Format checkbox.
  6. Select the Calendars to include on the report.
  7. Click the Generate Report button. The report displays in a new browser window in the selected format.

Screenshot of the Service Provider Summary report showing the providers only.Image 2: Service Provider Summary Example - Providers Only

Screenshot of the Service Provider Summary report showing the providers and services.Image 3: Service Provider Summary Example - Providers and Services