1. CBISA Plus™ Reports

3. Instructions for Creating Reports
Reports and Listings Module
To access the Reports and Listings module, click on the tab "Reports and Listings". Within the Reports and Listings module, you can access nine 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.
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 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 applicable item. To choose a check box, click within the box next to the applicable item. To select a group of more than one item from a list (i.e. including more than one department or county in a report), hold down the shift key and click the first and then last in the list. To choose randomly placed items, hold down the control key and highlight the various items to be included in the report. When choosing a report with selected Departments, if a specific department is not chosen then the data on the report will contain any Activity record for which the user has not assigned a specific department.
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 including Hours.
Click on the Preview button to see the report.
To send the report to a printer, while in the Preview mode, choose the Print icon on the report task bar. Select your page range from the pop up dialog box. Click OK to initialize the Adobe Reader printer box and click on the Print icon on the task bar. This will bring up your default printer dialog box where you can change your printer settings as needed. Click OK to send the report to your printer.
You may also Export reports to save them in other formats such as Microsoft Word or Excel or as a PDF file. To export a report, simply choose the Export icon on the report task bar. Select your desired format from the drop down on the pop up dialog box. Click OK and choose the location where you want the exported file to be saved.

4. Report Terms and Their Locations
Program Title – found on Line 1 of the Programs/General tab
Age – a list of selectable choices that is found on the Programs/Target Audience tab
Baseline/Goal – found on the Programs/Indicators tab
Benefit – found on the Occurrences screen, this is calculated by subtracting Revenues (Offsets) from Expenses
Broader Community – a choice for the “Targeted For” drop down box found on the Programs/General tab
Category – found on line 2 of the Programs/General tab
Collaborators – found on the Programs/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 Programs/Target Audience tab
Date – found on line 1 of the Occurrences screen, on the Narratives tab, and on the Outcomes tab
Department Name – found on line 6 of the Programs/General tab and line 3 of the Occurrence screen
Department Number – found on line 3 of the Occurrences screen
Expenses – the total of Salaries, Fringes, Purchased Services, Supplies, and Other Direct and Indirect Expenses from the Occurrences screen
Extract – a reporting section designed to aid in the exporting of data into Excel or Access for custom reporting
Fees – an element of revenue found under the Offsetting Revenues section of the Occurrences screen
Format – a list of selectable choices that is found on the Programs/Setting/Format tab
Foundation/Fundraising – an element of revenue found under the Offsetting Revenues section of the Occurrences screen (for historical purposes only); Restricted Foundation/Fundraising is found in the Memo Section of the Occurrence Screen
Fringes - an element of cost that is found under the Expenses section of the Occurrences screen, this is calculated by multiplying the Fringe Percentage found on Line 1 by the Salary Expense in the Expenses section

5. Report Terms and Their Locations (Continued)
Gender – a drop down box found on the Programs/Target Audiences Tab
Grants/Support - an element of revenue found under the Offsetting Revenues section of the Occurrences screen (for historical purposes only; 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 Programs/Healthy Communities tab
Hours – an optional field found on the Narratives/General tab
Indicators – used to measure the success of a Community Benefit program; found on the Programs/Indicators tab
Indirect Expenses - an element of cost (by default only applies to Categories A,F, and G) that is found under the Expenses section of the Occurrences screen, this is calculated by multiplying the Indirect Cost Percentage found in Defaults to the total 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
Living in Poverty - a choice for the “Targeted For” drop down box found on the Programs/General tab
Monetary Inputs – one of the main statistics shown on CBISA Online™ reports; consists of Expenses, Offsets, and Benefit
Narrative – the non-quantifiable story found on the Narratives tab
Objective – found on the Programs/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
Other Means Tested Programs – one of the tracking types utilized in the Financial Services tab
Outputs – one of the main statistics shown on CBISA Online™ reports; “Persons” is automatically available, and two more are customizable

6. Report Terms and Their Locations (Continued)
Persons – found on line 5 of the Occurrences screen
Primary Service Zip Code – found on line 2 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 rate
Setting – a list of selectable choices that is found on the Programs/Setting/Format tab
Staff Hours – found on line 4 of the Occurrences screen
Subject-Keyword-Person – found on the Narratives/General tab
Supplies - an element of cost found under the Expenses section of the Occurrences screen
Time Inputs – CBISA Online™ report statistics shown only on Landscaped reports; include Staff Hours and Volunteer Hours as well as a third customizable option
Topics – a list of selectable choices that is found on the Narratives/Topics tab
Traditional Charity Care - one of the tracking types utilized in the Financial Services tab
Unpaid Costs of Medicaid - one of the tracking types utilized in the Financial Services tab
User Defined Codes – a list of selectable choices that is found on the Programs/Objectives tab and on the Occurrences screen
Volunteer Hours - found on line 4 of the Occurrences screen
Vulnerable Populations – a list of selectable choices that is found on the Programs/Target Audience tab
Year – found in the “Tracked Since” box on the Programs/General tab

7. Needs

8. Needs #1 – Directory of Needs

9. Needs #2 – Prioritized Needs

10. Needs #3 – Comprehensive (All Linkages)

11. Needs #3 – Comprehensive (All Linkages) (cont.)

12. Needs #4 – Linked Partnerships

13. Needs #5 – Linked Programs with Occurrences

14. Needs #5 – Linked Programs with Occurrences (cont.)

15. Needs #6 – Linked Narratives

16. Needs #6 – Linked Narratives (cont.)

17. Needs #7 – Linked Outcomes

18. Needs #8 – Linked Goals

19. Needs #9 – Needs Cross-Referenced to HP2020 Objectives

20. Needs #10 –Needs Not Linked to a Program

21. Needs #11 – Programs Not Linked to a Need

22. Needs #12 – Needs – Linked Occurrences

23. Goals

24. Goals #1 – Directory of Goals - Summary

25. Goals #2 – Goals - Comprehensive (All Linkages)

26. Goals #3 – Goals – Linked Needs

27. Partnership Reports

28. Partnerships #1 – Directory of Partnerships

29. Partnerships #2 – Comprehensive (All Linkages)

30. Partnerships #3 – Partnerships – Selected Goals

31. Partnerships #4 – Partnerships – Selected Programs

32. Partnerships #5 – Partnerships – Selected Narratives

33. Partnerships #6 – Partnerships – Selected Outcomes

34. Partnerships #7 – Partnerships – Sel. Areas of Interest

35. Programs

36. Programs #1 – Programs Detail

37. Programs #2 – Program Detail Full

38. Programs #3 – Selected Categories – Program Detail

39. Programs #4 – Programs Targeted For…
This report can be run for the “Living in Poverty” (or substituted term) or for the “Broader Community”.

40. Programs #5 – Comparative Trend

41. Programs #6 – Comparative Trend - Reversed

42. Programs #7 – Selected Formats

43. Programs #8 – Selected Settings

44. Programs #9 – Selected Ages

45. Programs #10 – Selected Genders

46. Programs #11 – Selected Vulnerable Populations

47. Programs #12 – Selected Counties

48. Programs #13 – Selected Healthy Community Goals-Concerns

49. Programs #14 – Selected User-Defined Codes - Programs

50. Programs #15 – Programs with Collaborators

51. Programs #16 – High Impact Programs

52. Programs #17 – Costly Programs

53. Programs #18 – Low Cost Programs

54. Programs #19 – Low Cost-High Impact Programs

55. Programs #20 – Programs Ranked By…

56. Programs #21 – Three Year Comparative By Program

57. Programs #22 – List of Programs…

58. Programs #23 – Program Contacts…

59. Programs #24 – Programs Inventory

60. Programs #24 – Programs Inventory (cont.)

61. Programs #25 – Comprehensive (All Linkages)

62. Summaries

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

64. Summaries #2 – Complete Summary - Classified
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.

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

66. Summaries #4 – 3 Year Comparative by Category
Note: You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt).

67. Summaries #5 – Selected Categories - Summary

68. Summaries #6 – Summary of Community Services

69. Summaries #7 – Summary by Category

70. Summaries #8 – Summary – Selected Departments

71. Summaries #9 – Summary - Targeted

72. Summaries #10 – Summary by Month – Net Benefit

73. Summaries #11 – Direct and Indirect Expense by Category

74. Statistics

75. Statistics #1 – Occ. – Selected Programs/Categories

76. Statistics #2 – Occurrences – Selected Departments

77. Statistics #3 – Occurrences – Selected Users

78. Statistics #4 – Occ. – Sorted by Dept. for Program

79. Statistics #5 – Occurrences with Notes

80. Statistics #6 – Occurrences – Selected Zip Codes

81. Statistics #7 – Occurrences – Elements of Cost

82. Statistics #8 – Occurrences – Salary Expense Detail

83. Statistics #9 – Occurrences Due

84. Statistics #10 – Occ.-Selected Programs/Categories-Classified

85. Statistics #11 – Pending Occurrences

86. Statistics #12 – Restricted Offsetting Revenue

87. Statistics #13 – Occurrences – Indirect Cost

88. Statistics #14 – Selected Departments

89. Statistics #15 – Sel. User-Defined Codes - Occurrences

90. Statistics #16 – Elements of Cost

91. Statistics #16 – Elements of Cost (continued)

92. Statistics #17 – Elements of Offsetting Revenue

93. Statistics #17 – Elements of Offsetting Revenue (cont.)

94. Statistics #18 – Programs with Revenues…

95. Statistics #18 – Programs with Revenues… (cont.)

96. Statistics #19 – Programs with Expenses…

97. Statistics #19 – Programs with Expenses… (cont.)

98. Statistics #20 – Financial Services Detail

99. IRS Form 990 Schedule H

100. IRS 990H #1 – Part I Item 7

101. IRS 990H #2 – Part II

102. IRS 990H #3 – Worksheet 1

103. IRS 990H #4 – Worksheet 2

104. IRS 990H #5 – Worksheet 3 - Medicaid

105. IRS 990H #6 – Worksheet 3 – Other

106. IRS 990H #7 – Worksheet 4

107. IRS 990H #8 – Worksheet 5

108. IRS 990H #9 – Worksheet 6

109. IRS 990H #10 – Worksheet 7 - Research

110. IRS 990H #11 – Worksheet 8

111. IRS 990H #12 – Bad Debt Worksheet - Cost

112. IRS 990H #13 – Bad Debt Worksheet – Statement 15

113. IRS 990H #14 – Worksheet – Medicare Part III

114. IRS 990H #15 – IRS Questions – Part I

115. IRS 990H #16 – IRS Questions – Part III

116. IRS 990H #17 – IRS Questions – Part VI

117. IRS 990H #17 – IRS Questions – Part VI (con’d)

118. IRS 990H #17 – IRS Questions – Part VI (con’d)

119. IRS 990H #18 – Joint Venture

120. IRS 990H #19 – Reconciliation

121. IRS 990H #20 – Subsidized Health Services List

122. Indicators

123. Indicators #1 – Directory of Indicators

124. Indicators #2 – Indicators - Comprehensive (All Linkages)

125. Indicators #3 – Indicator Detail

126. Indicators #4 – Indicator Measurements

127. Indicators #5 – Progress Compared to Target

128. Indicators #6 – Progress Compared to Baseline

129. Narrative & Outcome Reports

130. Narrative & Outcome #1 – Selected Keywords

131. Narrative & Outcome #2 – Selected Subjects

132. Narrative & Outcome #3 – Selected Departments

133. Narrative & Outcome #4 – Pending Narrative Entries

134. Narrative & Outcome #5 – All Narratives Including Linkages

135. Narrative & Outcome #6 – All Outcomes Including Linkages

136. Narrative & Outcome #7 – Outcomes - Selected Programs

137. Custom Report Generator

138. Custom Reports
To run a custom report, the user can choose up to three data criteria for the report, as well as up to 8 fields of information. The first criterion is which Community Benefit Category(-ies) should show on the report. Next, the user may select none, one, or two of the following criteria: Ages, Categories, Formats, Genders, Healthy Community Goals, Objectives, Settings, Vulnerable Populations, or Targeted For. Once all criteria has been chosen, the following fields are selectable: Department, Contact, Category, Targeted, Persons Served, Total Expenses, and Net Community Benefit.

139. Multi-Unit & Other Reports

140. Multi-Unit Reports
In addition to all of the reports shown in this presentation, there are two other reporting sections that also serve an important purpose: 1). Multi-Unit Reports: for multi-hospital users and health systems. 34 of the standard reports shown in this presentation (including 4 off the IRS reports) are also runnable by the entire organization/health system, or by hospitals assigned to common Regions, Groups, or Entities.

141. Other Reports
2). Other Reports: a reporting section designed to aid in the viewing or exporting of data that is important to your Community Benefit initiative. Currently, there are four available reports:
Users. This report is designed to give the user a printable or exportable list of their CBISA users and their addresses.
Reporting Unit Defaults. This report allows you to print or export your reporting unit default and financial information.
Department List. This report displays a list of Department names, contact information, and average salary rate.
Attachments. This report lists Occurrences which have attached files.