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IEP Progress Report Tracker
An IEP progress report tracker: five steps per quarter (Data, Goals, Narrative, Final, Sent) across four quarters, with the current quarter found from your due dates. It opens in Microsoft Excel, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- 5 steps x 4 quarters per student as checkboxes: Data, Goals, Narrative, Final, Sent
- The current quarter is detected from the 4 due dates you enter
- Status, Next Step and Sent YTD calculate by themselves; Report Method is a dropdown
- Dashboard: current quarter, days to due, sent this quarter, needs attention and year progress
- Printable caseload checklist by quarter and case manager
- Opens in Excel
$13.99one-time, no subscription
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What it does
- 5 steps x 4 quarters per student as checkboxes: Data, Goals, Narrative, Final, Sent
- The current quarter is detected from the 4 due dates you enter
- Status, Next Step and Sent YTD calculate by themselves; Report Method is a dropdown
- Dashboard: current quarter, days to due, sent this quarter, needs attention and year progress
- Printable caseload checklist by quarter and case manager
- Two files: a Blank file for your caseload and a Filled Example with 12 sample students
What it looks like


Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- PR Dashboard
- PR Tracker
- PR Tracker
- PR Printable
Works in
- Microsoft 365 (Excel for Windows, Mac or the web); the step boxes are native Excel checkboxes
- Google Sheets can import it, but the checkboxes may show as TRUE / FALSE
- No macros, no add-ins
Honest scope
This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district documentation system — those stay your professional judgement.
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