Running Staff Plan Reports

While in Plans, admins can generate reports per specific staff Plans that can be exported as .csv or .pdf files.

Generating Reports

1. Navigate to Plans
2. Select "View Plans" under Reports
3. Scroll down to the "Staff Reports" card
4. Choose the plan you want to run a report on.
5. Select the file format you want your report to be generated (.cvs or .pdf)

File Types

CSV

A staff plan report exported as a .csv will provide the following information:

• StaffID
• Staff Name (First and Last)
• Staff Gender
• Plan Status
• Date/Time the plan was last modified
• Response to each plan field

PDF

A staff plan report exported as a .pdf will provide you with a plan summary for each staff member with said plan. The .pdf file will include:

• Plan Title
• Staff Name (First, Middle and Last)
• Date of Birth
• Staff ID
• Response to each plan field

Additional Reports

In addition to the standard CSV exports, Plans Administrators and System Administrators will see two additional buttons for ‘Student Plans Reports’ and ‘Staff Plans Reports’ - allowing access to the respective Plan App report for the corresponding user role. 

• • Staff Plan Templates Created 
  • Staff Aligned to Plans Count 
  • Staff Plan Status (Incomplete, Submitted, Approved, Complete) 
  • Staff Counts by Plan Template 
  • Staff Counts by School Alignment 
  • Staff On Plan Details 
  • Staff Plan Template Details 
  • Available Filters 
    • Plan Name
    • Plan Status
    • Creation Date 
    • Staff Id
    • School Code