Meeting Reports are a way to search for particular meetings with all sorts of various criteria.
Found under this menu: /Reporting/Meeting Reports
This area is separated into 3 tabs:
Report Results, Predefined Reports, Search Query Criteria.
When using Search Query Criteria, when you click the search button, the results of your query will appear here.
* Notice the found set of meetings doesn't affect the found set of 'current' data in SIRAS.
We suggest using Export meeting report to get the results into Excel for further reporting.
Or if you use the 'Choose Students' button, that will find only the current record of the students that were found in the original meeting query.
Report Results/Meeting List:
There are five columns: Meeting (which contains the type of meeting, the student and the date the meeting was created); District & School (where the meeting was held); Status (contains who arranged and Finalized the meeting); Providers (names of the providers associated with the meeting); and Meeting Details (contains referral date, assessment plan sent & received date, translation date, etc.).
Predefined Reports:
Reports that are most frequently run are accessible via buttons.
Search Query Criteria:
Users can query for a range of meeting dates; meeting purpose(s); Meeting Status (any, held, finalized, or abandoned); district and school at the time of the meeting; a Provider associated with the meeting; person who created or finalized the meeting; and much more.
Student / User criteria limits the results to meetings with certain relationship to the current user, or alternately allows linking the results to the main student found set where student-specific criteria can be defined.
Query Historical data will change the way the query works to look at the historical, archived student records which are associated with finalized meetings.
After entering the search criteria above, click the "Search" button to execute the search. The results will be listed at the bottom in the meeting report.