1. Visions Reports Program Activity (aka CAR) NPI CSGB-Section G

2. Contracts and Fund Codes These need to be set up properly for Reports to work Contracts –Contract (Like CSBG, Head Start, etc.) –Contract Number (One for Each Year) –Fiscal Year Dates for each Contract Number Fund Codes - Groups contracts together to fund Activities –Detail Records for each Year

3. Program Activity Report Counts Services To get this report from Visions you need to record Services in Visions

4. Setup and Use Attach the Program Activity Code to the Activities that should be counted for the report Record the Service/Activity Example: Food Shelf – Attach the code H1 to the Food Shelf Visit activity Record the Food Shelf Visit activity for each visit

5. H1 for Food Shelf

6. 2010 CAR Program Activity Codes

7. Record the Visits

8. Program Activity Report

9. Enter Selections for Report

10. Run the Report

11. NPI (ROMA) Reports This report counts Successful Completion of National Performance Indicators To get this report from Visions, you need to record that a client has Completed a Milestones and record a Service that assisted that client with that milestone

12. Setup and Use Enter the Projected Number to Complete Connect Milestone to NPI Record a Service Mark Milestone as Complete

13. CSBG Work Plan

14. Enter the Projected Number to Complete

15. Connect Milestone to NPI

16. Mark Milestone as Complete

17. NPI (ROMA) Reports Use the CSBG_NPI_Goal6 report to count : 6.1A (Seniors) and 6.1B (Disabled by age group) you helped retain independence Use NPI Straight Count reports for all other goals.

18. Use NPI Goal 6 report for 6.1A & 6.1B 6.1A – Seniors helped to retain Independence 6.1B – Disabled helped to retain Independence This NPI does NOT have to be linked to a Milestone to work. This report counts ALL Seniors and Disabled (by age group) in ANY household that received a service during the time frame of the report

19. Selections and Results for 6.1A and 6.1B

20. NPI Straight Count reports for ALL other NPI goals

21. Results for NPI Straight Count

22. CSBG Section G Unduplicated counts and demographics of households and individuals that have received services To get this report from Visions you need to record Services in Visions (This is the same thing you need to do to get the CAR report)

23. Run the Report

24. Additional items to set up If you run a report for a particular Contract –Make sure the Contract Number has the correct Fiscal Year Start and End Dates set –Make sure the Funding Code has Details for the contract and the Percent is filled in –Make sure the activities have the correct Funding Code attached

25. Contract Number needs Fiscal Year Dates

26. Date selection for report will be limited by the FY Start and End Dates If the FY runs from 1/1/2009 to 12/31/2009 and you run the report for 10/1/2009 to 9/30/2010 the end result will be a report that includes ONLY the dates that are common to both date ranges. End result will be ONLY 10/1/2009 to 12/31/2009 To get around this you can temporarily change the FY Start and End Dates

27. Funding Code needs Contract Details Click Details button on Funding Code page and add Details record for each contract

28. Activity needs correct Funding Code

29. Reports by Contract Number The report will look at the FY Dates The report will look for Funding Codes with the Contract in them The report will look for Activities with the Funding Code attached