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Introduction and Background

This documentation provides a step-by-step guide to generate reports for the following use cases using the

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Starter Kit base image.

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Sections 1 and 2 provide context and some detail on

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the use cases that will be explored in this reporting guide and the logic used to produce the reports.  The step-by-step guide follows directly after these two sections. 

1. SEA Starter Kit - Membership = Student Count in NE Use Case

RuleMembership Use Case for K

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Every student who is enrolled in a school district at least half time will be counted at the school, rolled up to a district, and to the state level.

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No duplication at school, district, and state

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levels.

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Student should be counted only once per school/per district/per state. 

  • SQL Logic - Use Student School Association, see if the student is enrolled on Oct 1st and if their Full-Time Equivalency (FTE) > 50% and the exit date is null or the exit date is after Oct 1st. If so, they are counted for membership.
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Scenario 1 - Student is enrolled in two schools (School A & School B) in the same district.

  1.  Look for the higher FTE between the two schools. Student is counted in that school.

  2. If the student is 50% in School A and 50% in School B, then NE assigns the student to

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School A.

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They assign the student to School Id = min (SchoolId), meaning the older school gets the student.

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The district has the ability to control the FTE by assigning one school to be 51% and the other to be 49%.

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Scenario 2 - Student is enrolled in two schools but in two different districts.

  1.  If both the districts report the student as 50% FTE, neither district can count the student.

  2. If one district has more than 50% FTE, that district counts the student.


RuleMembership Use Case for PreK 

FTE does not play a role here.

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FTE can be of any value as the logic does not take FTE into consideration.

2

Scenario 1 - Student is enrolled in a school

Student is counted if the student is enrolled on or before Oct 1st and the exit date is null or after Oct 1st.

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Scenario 2 - Student is enrolled in multiple schools in the same district.

Student will be counted twice.

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Duplication is permitted.

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Since FTE is not taken into consideration, the student can be in two different schools.

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Scenario 4 - Student is enrolled in two schools in two different districts.

Student will be counted twice.

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Duplication is permitted.

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Since FTE is not taken into consideration, the student can be counted by two different districts.

5Duplication is allowed at the school level/district level and at the state level counts.
6No mandatory attendance for these students.


Below are the reports generated for this use case

  • Membership By Grade, Race, and Gender (MembershipCountByGradeRaceGenderReport.xlsx)
  • County Membership by Grade (MembershipCountByGradeReport.xlsx)

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  1.  User runs the Ed-Fi ODS/API application and authorizes

2. StudentSchoolAssociation Posts  (the names are fictitious)- 

John Smith, Kelly Logan, Jennifer Hart getting enrolled in a school within a district.  Choose different schools and its districts.  John is going to be enrolled in one school only.  Kelly will be enrolled in two schools with different FTEs.  Jennifer will be enrolled in one school but entry date will be beyond Oct 1st.   

a.  Do a GET on schools to show that the school exists

b.  Do a POST for John Smith.  Make sure the Entry Date is within Oct 1st of the current year.  Make sure his FTE is 1.0

c.  Do a POST for Kelly Logan.  Make sure the Entry Date is within OCT 1st of the current year.  Make sure her FTE is 0.51

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d.  Do a POST for Jennifer Hart.  Make sure the entry date is beyond Oct 1st of the current year.  Make sure her FTE is 1.0



2. SEA Starter Kit - Special Education Student Count Use Case

Data Definitions & Explanations

Special Education

Special Education services are specially designed instruction provided at no cost to the parent to meet the unique needs of a child with a verified disability. School districts must ensure that all children with verified disabilities, from birth to age 21, have available to them a free, appropriate public education which includes special education and related services to meet their unique needs.

The Special Education report displays the

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percentage of students, ages 5-21 as of October 1st, who are receiving special education services divided by the number of all students in grades K

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12 as reported in Fall membership.

Part B School Age - The report titled Special Education - Part B School Age includes students with a verified disability, ages 6 to 21. These students are reported under 13 primary disability categories and across 8 setting categories.
Part B Preschool - The report titled Special Education – Part B Preschool includes children with a verified disability, ages 3 to 5. These children are reported under 13 primary disability categories and across 9 setting categories.
Part C Infant/Toddler - The report titled Special Education – Infant/Toddler includes infants and toddlers with a verified disability, ages birth to 3.


Early Intervention services are:

  • designed to meet the developmental needs of each eligible child and the needs of the family related to enhancing the child’s development;
  • selected in collaboration with the parents;
  • provided under public supervision by qualified personnel; in conformity with an individualized family service plan and at no cost to the family;
  • required to meet the standards of the state.

Infants and toddlers with disabilities are reported under 13 by primary disability categories and across 3 setting categories.


Logic for calculating the Special Education Student Count:

  1.  The count is taken by counting the number of students in StudentSpecialEducationProgramAssociation.
  2.  Then, those students are checked against StudentSchoolAssociation for an enrollment record.

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  1. If one exists, check to see if the enrollment is on or before Oct 1st and if the exit date is null or the exit date is after Oct 1st.

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  1.  
  2.  If the student record meets the above checks, then the FTE percentage in that school is checked to see if it is over 50%.

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  1. If it is, then student is counted in the Special Education Student count.(Need confirmation - the FTE should be > 50%; not sure if the FTE is taken into consideration if the student has only one enrollment)
RuleMembership Use Case for K

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Special Education Student should be receiving special education services or should be in SPED in ONLY ONE district.

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Business validations will throw an error if a student is receiving special education services from two districts.

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NE captures StudentSpecialProgramAssociation information at the district level.

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Other states could be receiving at the school level.

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Scenario 1 - Student is enrolled in two schools in the same district.

Use the same logic stated above except check to see which school has the higher FTE percentage.

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The student should be counted in that school.

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No duplication at the school level or at the district level. 

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Scenario 2 - Student is enrolled in two schools in two different districts.

One district reports the SPED, hence the student should be reported by only one district.

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No duplication at the school level or at the district level.

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The student cannot be an active SPED student in two different districts.

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Below are the reports generated for this use case

  • Special Education Report By Age (SpecialEducationByAgeReport.xlsx)
  • Special Education Report By Disability (SpecialEducationPrimaryDisabilityReport.xlsx)
  • Special Education Report By Special Education Setting (SpecialEducationSettingReport.xlsx)

Report Generation Step-by-Step Guide

Populate Database Tables

The reports are generated using the student data available in the EdFi_Ods_2022 database. The stored procedures shown below are used to insert data into report tables in the database.

  1. reporting.LoadStudentFallMembership - inserts data into reporting.StudentFallMembership table.
  2. reporting.LoadSpedChildCount - inserts data into reporting.SpecialEducationChildCount table.

You can find the database tables and stored procedures by following the below steps:

Step 1. Open Microsoft SQL Server Management Studio as Administrator using Windows search box with "ssms" keyword.

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Step 2. Using Windows Authentication, click Connect.

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Step 3. After connection, you will see EdFi_Admin, EdFi_Security and EdFi_Ods_2022 database for the 2022 school year in the Object explorer.

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Step 4. Expand the EdFi_Ods_2022 database and then Tables to find the reporting tables under reporting schema.

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Step 5. Run the stored procedures, also found under reporting schema, to populate the reporting tables.

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Generate Reports

Now that the reporting tables have been populated using the above stored procedures you can use the provided SQL scripts to generate each report.

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These SQL scripts can be found under C:\Ed-Fi-Starter-Kit\ReportGenerationScripts folder. Look for your reports in the Reports folder on the desktop.

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Now that you've generated some reports, you will need to know how to refresh them when there is an update in the student data. Updated reports can be generated by running the PowerShell script report.ps1 located in the same folder. The script performs all the tasks required to generate these reports, from executing the stored procedures to inserting data into the reporting tables as well as executing all the SQL scripts found in C:\Ed-Fi-Starter-Kit\ReportGenerationScripts folder. Additionally, it updates the XLSX files inside Reports folder on the desktop. Follow the steps below to run the PowerShell script.

Step 1. Open Windows PowerShell as Administrator using Windows search box with "powershell" keyword.

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Step 2. Run the command below in PowerShell to navigate to the ReportGenerationScripts folder

Code Block
languagepowershell
cd C:\Ed-Fi-Starter-Kit\ReportGenerationScripts

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Step 3. Run the following command in PowerShell to generate the updated reports

Code Block
languagepowershell
.\report.ps1

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Step 4. The updated excel report files will be present under Reports folder on the desktop.

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