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Initial Evaluation Advanced Report

The Initial Evaluation Advanced Report provides a deeper analysis of initial evaluations across students or programs. It tracks trends, timelines, and outcomes to help schools and districts monitor performance, identify delays, and support informed decision-making.

Submission requirements

To be included in the report, the referral date must fall within the APR reporting period, and the evaluation school must be entered. In addition, the reason for referral must be either “1 – Initial Evaluation” or “5 – Other.” Records with a referral date and evaluation school within the reporting period will be included, but only those with referral reasons coded as 1 or 5 will be flagged for detailed analysis.

Generate report

  1. From the Reporting menu, choose Advanced report.

  2. Click APR/SPPs Advanced Reports, then click Initial Evaluation Advanced Report.

  3. Enter a Start Date and End Date for the reporting duration.

  4. Click Update Report with Values.

Student Counts for KPIs

Data Element

Description

Data Source

Database Field Name

Buildings

NA

Total Referrals

The student was referred during this reporting period

Globals.APRStart <= DateOfReferral AND DateOfReferral <= Globals.APREnd

NA

Total Consent Received

Consent was received

ReferralReason IN (1,3,4) AND InitialConsentDate IS NOT EMPTY

NA

% Consent Received

{#EVAL IIF(ReferredXXXX <> 0, ConsentXXXX / ReferredXXXX * 100, 0)}%

NA

Total Evaluated Within 50 Instructional Days

Total number of students who were evaluated within 50 days

(ReferralReason IN (1,3,4)) AND ((ReferralReason = 1 AND InitialEligibilityDays <= 50) OR (ReferralReason = 3 AND InitialEvaluationDate <= AddYears(3, Student.BirthDate)) OR (ReferralReason = 4 AND DayDifference(DateOfReferral, InitialEvaluationDate) <= 50))

NA

% Evaluated Within 50 Instructional Days

{#EVAL IIF(ConsentXXXX <> 0, Within50XXXX / ConsentXXXX * 100, 0)}%

NA

Total Evaluated Beyond 50 Instructional Days

Total number of students who were evaluated after 50 days.

(ReferralReason IN (1,3,4)) AND ((ReferralReason = 1 AND InitialEligibilityDays > 50) OR (ReferralReason = 3 AND InitialEvaluationDate > AddYears(3, Student.BirthDate)) OR (ReferralReason = 4 AND DayDifference(DateOfReferral, InitialEvaluationDate) > 50))

NA

% Evaluated Beyond 50 Instructional Days

{#EVAL IIF(ConsentXXXX <> 0, Beyond50XXXX / ConsentXXXX * 100, 0)}%

NA

Drill-Down Report Field Description and Criteria

Data Element

Description

Data Source

Database Field Name

Reporting Year

The system shows the reporting year for the Actual Eligibility Due Date or the Projected Eligibility Due Date available in Referrals Part B.

The reporting year is defined as July 1 to June 30, with FFY19 covering the period from July 1, 2019, to June 30, 2020.

N/A (Calculated report field)

N/A (Calculated report field)

Quarter

The system shows the reporting quarter of the Initial Eligibility Due Date from the Special Education Part B profile.

  • Q1: July 1 - September 30

  • Q2: October 1 - December 31

  • Q3: January 1 - March 31

  • Q4: April 1 - June 30

N/A (Calculated report field)

N/A (Calculated report field)

Student USI

The system displays the student's USI number.

Profile: Demographics Part B, USI

{StateID}

Student First Name

The system displays the student’s first name.

Profile: Demographics Part B, First Name

{FirstName}

Student Last Name

The system displays the student’s last name.

Profile: Demographics Part B, Last Name

{LastName}

Student DOB

The system displays the student's birth date.

Profile: Demographics Part B, Date of Birth

{BirthDate}

Referral Date

The system displays the student's referral date.

Profile: Special Education Part B, Initial Referral Date

{InitialReferralDate}

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