CBISA™ Reports Use “enter” on your keyboard, or click your left mouse button to move through the screens For any CBISA TM questions, contact Customer Support: (419) or

Reports and Listings Module Instructions for Creating Reports To access the Reports and Listings module, click on the "Reports and Listings“ module tab. Within the Reports and Listings module, you can access many different report menus by clicking on the menu tabs. After choosing a specific menu tab, the reports contained in that menu will appear in the control panel browse box. Report Menu Tabs ©Lyon Software, 2013 *The Needs Reports menu is only available in CBISA Plus TM. The rest of the report menus are available in CBISA Online TM and CBISA Plus TM. *Please note: Higher Education and Senior Living users will see different reporting menus, and higher education reports may contain fewer statistics. The mechanics of previewing, printing, and exporting reports is consistent among all versions of CBISA TM.

Reports and Listings Module Instructions for Creating Reports To Preview or Print a report: Select the report you want to preview or print by highlighting the report in the control panel browse box. Choose your reporting options, including the date range you wish to view (the screen defaults to your current fiscal year dates) and if you wish to open the report in a new window. Some reports will have a drop down list, check boxes, or information list with additional options to further customize the report. To select from a drop down list, click on the down arrow to open the option list, then highlight the desired item. To choose a check box, click within the box next to the desired item. To select a group of more than one item from a list (i.e., to select more than one item to include on a report), check multiple checkboxes or hold down the shift key and click the first and then last in the list. To select items that do not appear in succession on the list, hold down the control key and highlight (i.e., click on) the various items to be included in the report. Note: When previewing a report with selected Departments as a reporting option, if a specific department is not chosen, then the data on the report will contain any Program record for which a department has not been assigned. ©Lyon Software, 2013

Reports and Listings Module Instructions for Creating Reports Some reports will also have the option of choosing the orientation for the report. The portrait version contains the basic report information and the landscaped version contains several other columns of information (i.e., additional fields from the Occurrence form). Click on the Preview button to see the report. To Print a report while in Preview mode, click the Printer icon on the report task bar. Select your page range from the pop up dialog box. Click OK and the report will download as a PDF. Open the PDF, then proceed with printing. You can also save a copy of this PDF. You can also Export reports to save them in other formats such as Microsoft Word, Excel, or a PDF file. To export a report, simply choose the Export icon (floppy disk & paper) on the report task bar. Select your desired format from the dropdown on the pop up dialog box. Click OK and the report will download. From there, save a copy wherever you like or open it to make any necessary edits. ©Lyon Software, 2013 Printer Icon Export Icon

Program Title – found on Line 1 of the Program/General tab Age – a list of selectable choices that is found on the Program/Target Audience tab Baseline/Goal – found on the Program/Indicators tab Benefit – found on the Occurrences screen, this is calculated by subtracting Revenues (Offsets) from Expenses, usually expressed as Net Benefit Broader Community – a choice for the “Targeted For” drop down box found on the Program/General tab Category – found on line 2 of the Program/General tab Collaborators – found on the Program/Objectives tab Comparative Trend – a way of analyzing the current year’s community benefit information by comparing it to last year’s data (or vice versa using Comparative Trend – Reversed) County - found on the Program/Target Audience tab Report Terms and Their Locations ©Lyon Software, 2013

Date – found on line 1 of the Occurrences screen, the Financial Services tabs, the Narratives module, and the Outcomes module Department Name – found on line 7 of the Program/General tab and line 2 of the Occurrence screen Department Number – found on line 2 of the Occurrences screen Expenses – the total of Salaries, Fringe Benefits, Purchased Services, Supplies, and Other Direct and Indirect Expenses from the Occurrences screen Fees – an element of revenue found under the Offsetting Revenues section of the Occurrences screen Financial Assistance – one of the tracking types utilized in the Financial Services tab Format – a list of selectable choices that is found on the Program/Setting/Format tab Foundation/Fundraising – an element of revenue found under the Offsetting Revenues section of the Occurrences screen Fringe Benefits – an element of cost that is found under the Expenses section of the Occurrences screen, calculated by multiplying the Fringe Benefit Percentage found on Line 1 by the Salary Expense in the Expenses section Report Terms and Their Locations ©Lyon Software, 2013

Gender – a drop down box found on the Program/Target Audiences Tab Grants/Support – Restricted Grants and Support is found in the Memo Fields section of the Occurrences screen Healthy Communities – a list of selectable goals that are found on the Program/Healthy Communities tab Hours – tracked on line 3 of the Occurrences screen, and an optional field found on the Narrative/General tab Indicators – used to measure the success of a Community Benefit program; found on the Program/Indicators tab Indirect Expenses – an element of cost that is located on the Expense section of the Occurrences screen, this is calculated by multiplying the Indirect Cost Percentages found in Org Defaults (Financial) to the total Direct Expenses found on the Occurrence screen IRS 990 Questions – one of the tracking types utilized in the Financial Services tab IRS Bad Debt – one of the tracking types utilized in the Financial Services tab IRS Medicare – one of the tracking types utilized in the Financial Services tab Report Terms and Their Locations (Continued) ©Lyon Software, 2013

Joint Venture– one of the tracking types utilized in the Financial Services tab Living in Poverty – a choice for the “Targeted For” drop down box found on the Program/General tab Means-Tested Programs – one of the tracking types utilized in the Financial Services tab Medicaid – one of the tracking types utilized in the Financial Services tab Monetary Inputs – one of the main statistics shown on CBISA™ reports; consists of Expenses, Offsets, and Net Benefit Narrative – the non-quantifiable story found on the Narrative/Narrative tab Objectives – found on the Program/Objectives tab Offsets/Revenues – the total of Foundation/Fundraising, Grants/Support, Fees, and Other from the Occurrences screen Other – an element of revenue found under the Offsetting Revenues section of the Occurrences screen Other Direct Expenses – an element of cost found under the Expenses section of the Occurrences screen Report Terms and Their Locations (Continued) ©Lyon Software, 2013

Outputs – one of the main statistics shown on CBISA™ reports; “Persons Served” is automatically available, and two more are customizable Persons Served – found on line 4 of the Occurrences screen Purchased Services – an element of cost found under the Expenses section of the Occurrences screen Ratios – one of the tracking types utilized in the Financial Services tab Revenues/Offsets – the total of Foundation/Fundraising, Grants/Support, Fees, and Other from the Occurrences screen Salaries – an element of cost found under the Expenses section of the Occurrences screen that can either be calculated using total dollars reported or by multiplying the hours by the rates Setting – a list of selectable choices found on the Program/Setting/Format tab Special Needs – a list of selectable choices that is found on the Program/Target Audience tab Staff Hours – found on line 3 of the Occurrences screen Report Terms and Their Locations (Continued) ©Lyon Software, 2013

Keyword/Person – found on the Narrative/General tab Supplies – an element of cost found under the Expenses section of the Occurrences screen Subjects – a list of selectable choices that is found on the Narrative/Subjects tab User Defined Codes – a list of selectable choices that is found on the Program/Objectives tab and on the Occurrences screen Volunteer Hours - found on line 3 of the Occurrences screen Year – found in the “Tracked Since” field on the Activities/General tab Report Terms and Their Locations (Continued) ©Lyon Software, 2013

Menu I

Menu I #1 – Programs Detail ©Lyon Software, 2013

Menu I #2 – Program Detail Full ©Lyon Software, 2013

Menu I #3 – Selected Categories – Summary ©Lyon Software, 2013

Menu I #4 – Selected Categories – Detail ©Lyon Software, 2013

Menu I #5 – Selected Departments ©Lyon Software, 2013

This report can be run for “Living in Poverty” (or substituted term) or for the “Broader Community”. Menu I #6 – Programs Targeted For… ©Lyon Software, 2013

Menu I #7 – All Outcomes Including Linkages ©Lyon Software, 2013

Menu I #8 – Financial Services Detail Note: You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt). ©Lyon Software, 2013

Menu I #9 – Elements of Cost ©Lyon Software, 2013

Menu I #10 – Elements of Offsetting Revenue ©Lyon Software, 2013

Menu I #11 – Comparative Trend ©Lyon Software, 2013

Menu I #12 – Comparative Trend - Reversed ©Lyon Software, 2013

Menu I #13 – Selected Formats ©Lyon Software, 2013

Menu I #14 – Selected Settings ©Lyon Software, 2013

Menu I #15 – Selected Ages ©Lyon Software, 2013

Menu I #16 – Selected Genders ©Lyon Software, 2013

Menu I #17 – Selected Special Needs ©Lyon Software, 2013

Menu I #18 – Selected Counties ©Lyon Software, 2013

Menu I #19 – Selected Healthy Community Goals ©Lyon Software, 2013

Menu I #20 – Sel. User Defined Codes - Programs ©Lyon Software, 2013

Menu I #21 – Sel. User Defined Codes – Occurrences ©Lyon Software, 2013

Menu I #22 – Programs with Collaborators ©Lyon Software, 2013

Menu II

Menu II #1 – Programs with Revenues This report can be run for “All”, “Foundation/Fundraising”, “Grants/Support”, “Fees”, “Other” or “Additional”. ©Lyon Software, 2013

This report can be run for “Salary Expenses”, “Purchased Services”, “Supplies”, “Other Direct Expenses”, or “Indirect Expenses”. Menu II #2 – Programs with Expenses ©Lyon Software, 2013

Menu II #3 – High Impact Programs Note: The input parameters for this report are customizable. ©Lyon Software, 2013

Menu II #4 – Costly Programs Note: The input parameters for this report are customizable. ©Lyon Software, 2013

Menu II #5 – Low Cost Programs Note: The input parameters for this report are customizable. ©Lyon Software, 2013

Menu II #6 – Low Cost-High Impact Programs Note: The input parameters for this report are customizable. ©Lyon Software, 2013

Menu II #7 – Programs Ranked by… This report can rank by “Benefit”, “Persons Served”, “Staff Hours”, “Volunteer Hours”, and other numeric inputs and outputs. ©Lyon Software, 2013

Narrative Reports

Narrative #1 – Selected Keywords ©Lyon Software, 2013

Narrative #2 – Selected Subjects ©Lyon Software, 2013

Narrative #3 – Selected Departments ©Lyon Software, 2013

Narrative #4 – Pending Entries ©Lyon Software, 2013

Narrative #5 – All Narratives Including Linkages ©Lyon Software, 2013

Complete Summaries

Complete Summaries #1 – Complete Summary - Unclassified Note: You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt). ©Lyon Software, 2013

Note: You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt). The Classified Summary differs from the Unclassified Summary in that it separates out totals for the Living in Poverty and the Broader Community. ©Lyon Software, 2013 Complete Summaries #2 – Complete Summary - Classified

Note: You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt). ©Lyon Software, 2013 Complete Summaries #3 – Executive Summary

Note: You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt). ©Lyon Software, 2013 Complete Summaries #4 – Executive Summary – 3 Year Comparative

©Lyon Software, 2013 Complete Summaries #5 – Executive Summary Detail – 3 Year Comparative

©Lyon Software, 2013 Complete Summaries #6 – Summary of Community Services

©Lyon Software, 2013 Complete Summaries #7 – Summary by Category

©Lyon Software, 2013 Complete Summaries #8 – Summary - Selected Departments

©Lyon Software, 2013 Complete Summaries #9 – Summary - Targeted

©Lyon Software, 2013 Complete Summaries #10 – Summary by Month

©Lyon Software, 2013 Complete Summaries #11 – Direct & Indirect Expense by Category

Control Listings

Control Listings #1 – Occ. – Selected Programs/Categories ©Lyon Software, 2013 Note: You may run this report with Occurrences sorted according to Programs or Categories.

Control Listings #2 – Occ. – Selected Departments ©Lyon Software, 2013

Control Listings #3 – Occ. – Selected Users ©Lyon Software, 2013

Control Listings #4 – Occurrences – Sorted by Department for Program ©Lyon Software, 2013 Report coming soon. This slide is a placeholder.

Control Listings #5 – Occurrences with Notes ©Lyon Software, 2013

Control Listings #6 – Occ. – Elements of Cost ©Lyon Software, 2013

Control Listings #7 – Occ. – Salary Expense Detail ©Lyon Software, 2013 Report coming soon. This slide is a placeholder.

Control Listings #8 – List of Programs ©Lyon Software, 2013

Control Listings #9 – Occurrences Due ©Lyon Software, 2013

Control Listings #10 – Pending Occurrences ©Lyon Software, 2013

Control Listings #11 – Program Contacts… ©Lyon Software, 2013

Control Listings #12 – Occ. – Restricting Offsetting Revenue ©Lyon Software, 2013

Control Listings #13 – Occ. – Indirect Cost ©Lyon Software, 2013

Control Listings #14 – Outcomes – Selected Programs ©Lyon Software, 2013

IRS Form 990 Schedule H

IRS 990H #1 – Part I Item 7 ©Lyon Software, 2013

IRS 990H #2 – Part II ©Lyon Software, 2013

IRS 990H #3 – Worksheet 1 Financial Assistance ©Lyon Software, 2013

IRS 990H #4 – Worksheet 2 Ratio of Patient Care Cost to Charges ©Lyon Software, 2013

IRS 990H #5 – Worksheet 3 - Medicaid ©Lyon Software, 2013

IRS 990H #6 – Worksheet 3 – Other Means-Tested ©Lyon Software, 2013

IRS 990H #7 – Worksheet 4 Comm. Health Improvement & Operations ©Lyon Software, 2013

IRS 990H #8 – Worksheet 5 Health Professions Education ©Lyon Software, 2013

IRS 990H #9 – Worksheet 6 Subsidized Health Services ©Lyon Software, 2013

IRS 990H #10 – Worksheet 7 Research ©Lyon Software, 2013

IRS 990H #11 – Worksheet 8 Cash & In-Kind Contributions ©Lyon Software, 2013

IRS 990H #12 – Bad Debt Worksheet - Cost ©Lyon Software, 2013

IRS 990H #13 – Bad Debt Worksheet – Statement 15 ©Lyon Software, 2013

IRS 990H #14 – Worksheet – Medicare Part III ©Lyon Software, 2013

IRS 990H #15 – IRS Questions – Part I ©Lyon Software, 2013

IRS 990H #16 – IRS Questions – Part III ©Lyon Software, 2013

IRS 990H #17 – IRS Questions – Part VI ©Lyon Software, 2013

IRS 990H #18 – Joint Venture ©Lyon Software, 2013

IRS 990H #19 – Reconciliation ©Lyon Software, 2013

IRS 990H #20 –Subsidized Health Services List ©Lyon Software, 2013

Other Reports

Other Reports #1 – Users ©Lyon Software, 2013

Other Reports #2 – Appendix D ©Lyon Software, 2013

Other Reports #3 – IPM’s ©Lyon Software, 2013

Other Reports #4 – Reporting Unit Defaults ©Lyon Software, 2013

Other Reports #5 – Department List ©Lyon Software, 2013

Other Reports #6 – Attachments ©Lyon Software, 2013

Other Reports #7 – Programs Inventory ©Lyon Software, 2013 Report coming soon. This slide is a placeholder.

Partnership Reports

Partnership Reports #1 – Partnerships – Selected Programs ©Lyon Software, 2013

Partnership Reports #2 – Partnerships – Selected Narratives ©Lyon Software, 2013

Partnership Reports #3 – Partnerships – Selected Outcomes ©Lyon Software, 2013

Partnership Reports #4 – Partnerships – Selected Areas of Interest ©Lyon Software, 2013

Partnership Reports #5 – Directory of Partnerships ©Lyon Software, 2013

Needs Reports *only available in CBISA Plus TM

Needs Reports #1 – Directory of Needs ©Lyon Software, 2013

Needs Reports #2 – Prioritized Needs ©Lyon Software, 2013

Needs Reports #3 – Needs – Comprehensive (All Linkages) ©Lyon Software, 2013

Needs Reports #4 – Needs – Linked Partnerships ©Lyon Software, 2013

Needs Reports #5 – Needs – Linked Programs with Occurrences ©Lyon Software, 2013

Needs Reports #6 – Needs – Linked Narratives ©Lyon Software, 2013

Needs Reports #7 – Needs – Linked Outcomes ©Lyon Software, 2013

Needs Reports #8 – Needs Cross-References to HP2020 ©Lyon Software, 2013

Needs Reports #9 – Needs Not Linked to a Program ©Lyon Software, 2013

Needs Reports #10 – Programs Not Linked to a Need ©Lyon Software, 2013

Lyon Software…striving to make social accountability reporting a streamlined process…