1. Visions Reports for Program Managers

2. Management Reports Advantages Simple to run Nice formatted output Disadvantages Adsystech needs to create or modify Reports

3. Select Management Report Click Report –Management Reports

4. Available Reports are those assigned to your User Group You will have one or more pages of reports to select from.

5. Find the Report by Searching Type in part of the report name and click Search Make sure you are on page 1 when you do this

6. Create Favorites

7. Display of Favorites

8. Interface and Output Easy selections from predetermined fields Can be Exported to PDF, Excel, and other standard formats

9. Standard Interface Selections

10. Run Report and then Export

11. Export to PDF to get nice Printable output

12. Export to Excel if you want to do some calculations with the data

13. ProgActivity-NPI-CSBG-SectG Please view the PowerPoint presentation from the training for the NPI, CSBG Section G, and Program Activity (CAR) reports for detailed information about these reports

14. CSBG Section G

15. CSBG Section G Details Individual

16. CSBG Section G Details Family

17. CSBG Section G Details Missing

18. (CAR) Program Activity Report

19. NPI Straight Count - One Report Select Performance Measure

20. NPI Straight Count Detail Enrolled

21. NPI Straight Count Detail Completed

22. 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

23. Selections and Results for 6.1A and 6.1B

24. Active Application Customer Shows clients who are currently enrolled in any program. Select Date Range (program entry date), Program, and CaseManager (name on Program Entry screen) or % for ALL

26. 2.Service Use Report By Contract Grant Date Range is Service/Activity Date Select by Contract Program Program Component Service/Activity County CaseManager/Resource

27. 2.Service Use Report By Contract Grant

28. 3.Service Use Report By Participant Date Range is Service/Activity Date Select by Contract Program Program Component Service/Activity County CaseManager/Resource

29. 3.Service Use Report By Participant

30. More Specific Demographics than we get with the CSBG Section G report. Run the Section G Details Individual or Family report and Export to Excel

31. Other more complicated Options Use Adhoc reporting and one of the following views: vAdhocDemographics vAdhocServices vAdhocSnapshot

32. Adhoc Reports 000_FAIM_Clients_Active Select DISTINCT [ORGName],[Program],[ProgComponent],[FirstName],[LastName], [DateOfBirth],[ID],[ProgramDate],[ProgramEndDate] From vADHOCMilestoneStatus Where [Program] Like ‘099FAIM%' And Enter YOUR program name [ProgramEndDate] Is Not Null Order By [ORGName] ASC, [Program] ASC, [ProgComponent] ASC, [LastName] ASC, [FirstName] ASC GroupBy: ORGName, Program

33. 000_FAIM_Clients_Active

34. Adhoc Reports 000_FAIM_Clients_Exited Select DISTINCT [ORGName],[Program],[ProgComponent],[FirstName],[LastName], [DateOfBirth],[ID],[ProgramDate],[ProgramEndDate] From vADHOCMilestoneStatus Where [Program] Like ‘099FAIM%' And Enter YOUR program name [ProgramEndDate] Is Not Null Order By [ORGName] ASC, [Program] ASC, [ProgComponent] ASC, [LastName] ASC, [FirstName] ASC GroupBy: ORGName, Program

35. 000_FAIM_Clients_Exited

36. Mailing Labels of ALL Clients enrolled in programs or received service in programs Please attend the training on May 19 th where we use Access to import the results of 2 Adhoc Reports and use Access Query to create a list of HH or Members with Service in Visions CAMIS Training Creating labels from Visions

37. Next Report