Annual IEP Totals

This report shows information about students based on their annual IEP review status. It shows the count of students based on their various annual review statuses as timely, Untimely - Held Late, Untimely - Not Held Students, Pending Annual IEP, Number of Days until Annual IEP Due Date.

Submission requirements

This report includes:

Students with an active IEP (IS_IEP = True).
Students with at least one IEP record in Plan History where the IEP end date falls within the selected reporting period.

Enrollment Requirements

Students must have been enrolled during the reporting period, based on their most recent enrollment record:
- The enrollment start date must be on or before the report end date.
- The enrollment exit date must either:
  - Be after the report end date, or
  - Be blank (not recorded).
Students are also included if their enrollment exit date falls within the report period.

Additional Notes

The report includes both active and inactive student records.
Duplicate inactive student records are removed during merged reporting.
The reporting period is defined by the date range StartDate and EndDate.

Generate report

From the Reporting menu, choose Advanced report.
Click Data reporting, then click Part B Federal Reporting, and then click Annual IEP Totals.
Enter a Start Date and End Date for the reporting duration.
Click Update Report with Values.

Student Counts for KPIs

Data Element	Description	Data Source	Database Field Name
Total Number of Students	The system will display a distinct count based on USI for active/inactive students having an annual IEP due within the report range	Calculated field.	NA
Number of Timely Students	The system will display a distinct count based on USI for active/inactive students where Exclusion Type = Included.	Calculated field.	NA
Number of Untimely - Held Late Students	The system will display a distinct count based on USI for active/inactive students with a Timely Annual IEP column = Untimely—Held Late.	Calculated field.	NA
Number of Untimely - Not Held Students	The system will display a distinct count based on USI for active/inactive students with a Timely Annual IEP column = Untimely—Not Held.	Calculated field.	NA
Number of Students with a Pending Annual IEP	The system will display a distinct count based on USI for active/inactive students that have a Timely Annual IEP column = Pending.	Calculated field.	NA
Number of Excluded Students	The system will display a distinct count based on USI for active/inactive students where the Exclusion Type != Included.	Calculated field.	NA
Number of Students with 0-10 days until the IEP is DUE	The system will display a distinct count based on USI for active/inactive students where the Days until Annual IEP due Date = “0-10 days”.	Calculated field.	NA
Number of Students with 11-20 days until the IEP is DUE	The system will display a distinct count based on USI for active/inactive students where Days until Annual IEP due Date = “11-20 days”.	Calculated field.	NA
Number of Students with 21-30 days until the IEP is DUE	The system will display a distinct count based on USI for active/inactive students where Days until Annual IEP due Date = “21-30 days”.	Calculated field.	NA
Number of Students with 31-40 days until the IEP is DUE	The system will display a distinct count based on USI for active/inactive students where Days until Annual IEP due Date = “31-40 days”.	Calculated field.	NA
Number of Students with 41-50 days until the IEP is DUE	The system will display a distinct count based on USI for active/inactive students where the Days until Annual IEP due Date = “41-50 days”.	Calculated field.	NA
Number of Students with 51-60 days until the IEP is DUE	The system will display a distinct count based on USI for active/inactive students where Days until Annual IEP due Date = “51-60 days”.	Calculated field.	NA
Number of Students Annual IEP Complete	The system will display a distinct count based on USI for active/inactive students where Timely Annual IEP in (Timely, Untimely – Held Late).	Calculated field.	NA

Drill-down report field description and criteria

Data Element	Description	Data Source	Database Field Name
Reporting Year	The reporting year is defined as July 1 to June 30. For Example, FFY19 means a range of dates starting July 1, 2019, to June 30, 2020.	N/A (Calculated report field)	N/A (Calculated report field)
USI	The system displays the student's USI number.	Profile: Demographics Part B, USI	{StateID}
Last Name	The system displays the student’s last name.	Profile: Demographics Part B, Last Name	{LastName}
First Name	The system displays the student’s first name.	Profile: Demographics Part B, First Name	{FirstName}
LEA ID	The system will display the LEA ID based on the PlanMeetingDate	LEA Entry/Exit Profile	{EnrollmentDistrict} LEA ID {ID}
LEA Name	The system will display the LEA Name based on the PlanMeetingDate.	LEA Entry/Exit Profile	{EnrollmentDistrict} Name {NAME}
School Code	The system will display the school code.	LEA Entry/Exit Profile	{EnrollmentSchool} ID
School Name	The system will display the school name.	LEA Entry/Exit Profile	{EnrollmentSchool}