Report on SEN Notes (such as to create an IEP)

This article explains how to generate reports on Special Educational Needs (SEN) notes using the Custom Report Writer. It outlines three report options: Student Report for creating Individual Education Plans (IEPs), SEN Notes Report for viewing specific SEN notes, and Academic Notes Report for academic-related notes. Each option includes steps for selecting date ranges, adding filters, and saving the reports for further use.

If you need to see a list of academic or SEN notes for your students with SEN, you can do this from the Custom Report Writer through 3 different types of reports depending on what you need. This could be used to create an Individual Education Plan.

For details on our built-in reports on students with SEN, see this article: Seeing students with Special Educational Needs

Option 1 - A Student Report

This option feeds into the Custom Report Card feature, which allows schools to create more comprehensive and varied reports, such as an Individual Education Plan or IEP. For more information on this please refer to: Create and send out Custom Report Cards

1. Head to School > Custom Report Writer and click on the green Create New Report button here and on the next page.
2. Add a Report Title and click to make your report about Students.
   
3. Click the green Next button to continue with the wizard.
4. Add the date range you would like to see your notes for.  You can choose from a relative range such as the Current Academic Year or you can set a custom range if you would like to see notes from specific dates.
5. Click the green Next button to continue
6. On the next page use the 'Search for a column' box to find SEN Notes then drag it to the right-hand side.
   
7. In the slide over you get next you can add specific filters if needed such as Date Range (referring to the date of the note) and Match Summary (used as the title of the SEN note) to search for notes with a specific title. If no filters are added, all SEN notes will be shown in one cell.  You can also choose whether the summary or the date should be shown. Click Save to continue.
   TIP: Hover your cursor over the ? for a description of the field
   
   
8. Click Skip setup wizard to review your report settings and if needed, add filters or groupings and click Save and View Report.
9. You could then use this report to generate Custom Report Cards. Here's an example of the kind of thing you could create.

Option 2 - An SEN Notes Report

1. Head to School > Custom Report Writer and click on the green Create New Report button here and on the next page.
2. Add a Report Title and click to make your report about SEN Notes.
   

3. Click the green Next button to continue with the wizard.

4. Add the date range you would like to see your notes for.  You can choose from a relative range such as the Current Academic Year or you can set a custom range if you would like to see notes from specific dates. Click Next to continue.

5. On the next page you will automatically see columns on the right for this report. If you want to add any additional columns you can use the search box to find them and drag them to the right.
   
   

6. Once you're happy, click Skip setup wizard to review your report settings and if needed, add filters or groupings and click Save and View Report.

Option 3 - An Academic Notes Report

1. Head to School > Custom Report Writer and click on the green Create New Report button here and on the next page.
2. Add a Report Title and click to make your report about Academic Notes.
   
3. Click the green Next button to continue with the wizard.
4. Add the date range you would like to see your notes for.  You can choose from a relative range such as the Current Academic Year or you can set a custom range if you would like to see notes from specific dates.
5. Click the green button to continue through the next pages until you get to Add Filters. 
6. In the Select filter dropdown box, add SEN? and click the green Set parameters button.

In the slide over, check your date range is correct and the Filter Condition is set to Yes.  Click the green Save button.

Continue to click the green Next button for the next two pages and then finally Save and View Report.