You have the ability to export your caseload to a spreadsheet (e.g. Excel or Google spreadsheets). Here are some reasons you may want to do this:

  • print out a list for your upcoming meetings
  • keep a hard copy of your caseload in a binder with other SLP resources
  • provide a caseload list to your administrator
  • use as a checklist for progress monitoring to ensure no one is forgotten

The ability to export vs. print only allows you to delete fields. For example, if you only want a list with the students' names and teachers (in case you need to leave it with a sub or SLPA so they know who to call when the student doesn't show up) you can do that. 

To export your caseload, follow these steps:
1. Go to the Caseload tab.
2. Click on 'Actions' at the top of the page.
3. Select 'Export Caseload.'
 
A .csv file will then download to your computer with your caseload information.  At this time, exported information only includes: first name, last name IEP date, eval date, case manager, teacher, grade, eligibility, IEP service time, and DOB. Once a file is exported to Excel, you can also use Excel's sorting feature to reorder the information in any way that you'd like. Click here for a tutorial on how to do that.

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