Features / Reporting
Demonstrate impact · Reporting

Turn everyday documentation into defensible data.

Every service, case, and goal your team logs rolls up into clear reports — the numbers districts use to plan, stay accountable, and advocate for the people supporting students.

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Services Report
This School Year ▾
1,284
Total Services
312
Students Served
418h
Service Time
87%
Goals On Track
Services by Type
Individual
462
Group
318
Crisis
146
Consultation
231
Family Contact
127
Export
PDFCSV
Any
date range or term
1 click
to PDF or CSV export
Role
& school-level views
Live
from real documentation
Reports are generated from the services, cases, and goals your team already documents — no separate data entry.
What you can report on

The questions leaders actually get asked.

Service volume & time
How many services were delivered, of what type, and how much time they represent.
Students reached
How many unique students were served, and how support is distributed across tiers.
Goal progress & outcomes
How many goals are on track, met, or need attention across the caseload.
Referrals & response
How referrals flow in, how quickly they're actioned, and where they resolve.
Crisis activity
How many crisis events were documented and responded to over a period.
By provider or school
Break any view down by team member, building, or the whole district.
Who it's for

Reporting that works at every level.

Providers
Show your own caseload activity and outcomes for supervision, evaluations, and advocacy.
Directors & leads
See across your team, spot gaps, and hold consistent practice accountable.
District & cabinet
Get the district-wide numbers that justify staffing, funding, and program decisions.
How it works

From daily notes to a board-ready report.

Because reporting is built on the same records your team already keeps, there's nothing extra to maintain.

1
Your team documents services, cases, goals, and crises as part of daily work.
2
Choose a report and set the date range, school, team, or provider you need.
3
SocialNote rolls the underlying records into totals, breakdowns, and trends.
4
Review the numbers on screen and drill into any figure for the detail behind it.
5
Export to PDF or CSV for a meeting, a board packet, or a grant report.

The records behind the numbers

All features →
Service Logs →
The coded records that make service and time reporting possible.
Goals →
Measurable outcomes that feed goal-progress reporting.
Caseload →
The personal working list every provider's activity flows from.

Show what your team makes possible.

Schedule a live demo or start a free trial, and see how SocialNote turns daily documentation into the data that advocates for your team.

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