AEPSi now includes a dedicated Reports section, accessible directly from the left hamburger menu. This new feature allows users to quickly view and generate real-time, detailed reports that support data-driven decision-making and transform assessment into action.

Depending on your assigned user role, you can access account, program, classroom, provider, and/or child-level reports. Reports are displayed directly in your browser, with select reports available for export as CSV files (Excel-compatible), as well as options to print or save as PDFs.

AEPSi offers five pre-defined user roles—Account Administrator, Program Administrator, Provider, Account Reviewer, and Program Reviewer—each with specific reporting permissions. Providers can only view reports for children assigned to them, while Enterprise-level administrators, reviewers, and users with multi-program access can generate reports across all programs or select individual programs as needed.

Overall, the new Reports section streamlines access to meaningful data, making it easier for users at every level to monitor progress, evaluate outcomes, and support effective program planning. The chart below summarizes the type of report access you have based on your user role.

To access Reports, select Reports from the Hamburger menu. 

Generate Group Reports

The main reports page will list all the available group reports. Simply select the report name to generate the report.

Optionally, you can select a program from the dropdown menu, but if you are generating reports for multiple programs, just click on the report name.

Once you have selected the report, you will be taken to the report selection page. You can filter your results by Program, Classroom, Providers, and Children. To select multiple options, or to de-select an option, hold CMD or CTRL while clicking each option. Once the options have been selected, click Apply Filters. 

You can then review the results on screen, generate a pdf, or download the report as a csv file. 

To reset the filters, click reset and apply additional filters to generate the report again.

Generate Child Reports

If you are a Program Administrator or Provider, you can generate individual child reports from the Reports section. To generate an individual child report, select Reports from the hamburger menu.

Select your Program from the drop down menu. Once selected, a dropdown menu of children you are assigned to if you are a provider, or all children from the selected program if you are a program administrator, will appear.

Select the child for which you wish to generate an individual report. Once the child has been selected, a list of available child reports will appear. 

Select the individual report, and enter the report criteria. Once the report is generated, you can view the report on screen, generate a pdf, or export in csv format if applicable. 

For more information on how to generate reports for your specific user role, select the articles and videos below.