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How can I sort my Caseload?

Katie avatar
Written by Katie
Updated over a week ago

You can utilize the built-in filters to sort your caseload in a variety of ways. After you have customized the visible columns on your caseload page, choose a filter at the top to locate the information you're trying to sort. Learn more about the types of filters below:

  • Sort columns with dates (e.g., Progress Report Dates, IEP End Dates) using the symbols (=, <=, >=) to find dates exactly on, before, or after the date you enter.

  • Sort columns such as First Name, Last Name, School Name, and Grade Level alphabetically or numerically by clicking the arrow to organize in ascending or descending order. Or, type the name/number you are looking for in the text box.

  • Sort columns with a yes/no value (e.g., RTI) by selecting true or false from the dropdown.

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