Depending on your permissions you may be able to run different reports.
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Name of Report | Permissions needed | Purpose of the Report |
Activity Detail | Financial Approver | Provides the ability to view Pending services for a Vendor-Services entered, but not yet invoiced, or the ability to view Invoiced services for a Vendor both from the Reports drop-down and on an individual invoice. |
Adjustment Records | Financial Approver | Provides a list of any services that DDCP has recouped from a vendor-required that a vendor repay. |
Allocation Adjustments | Financial Approver | For a fiscal year, details all the credits and debits made to each provider in projects. |
Allocation Letters | Financial Approver | Provides the ability to display the allocation letter for each provider as sent by the Lead Agency. |
Attestations | Financial Approver | Details signed attestations by provider, the signer, date signed, and the MCOs they are contracted with. |
Average Days to Payment | Financial Approver | For a date range, details the projects, invoices, and average days for invoice approval and payment. |
Billing Window Request History | Financial Approver | Details all requests by vendors to reopen the billing window to bill for services outside timely filing. |
Burn Rate* | Financial Approver | Details the allocation, spending, and projected spending for each Vendor, fund, and project for financial projections. |
Burn Rate by Fund* | Financial Approver | Details the allocation, spending, and projected spending for each Vendor, fund, and project for financial projections. |
Burn Rate by Program Manager* | Financial Approver | Primarily used Details the allocation, spending, and projected spending for each Vendor, fund, and project for financial projections. |
Client Demographics* | Financial Approver | Provides the ability to see demographic data about the client being served. |
Clients Served by County | Financial Approver | Details the the Counties, Populations, Client Served, and Percent of County Served within New Mexico. |
Demographics of client served | Financial Approver | Graphically displays Clients Served By: Age Group, Gender, Ethnicity, Living Situation, and Cohort (Veterans, Pregnant Women) |
Expended Amount By Month* | Financial Approver | Primarily used for financial projections. |
Payment Detail | Vendor | Details payments made on invoices for a vendor. |
Program Managers | Financial Approver | Details the primary, secondary, and back-up approvers for all projects. |
Provider Expenditures* | Financial Approver | More visual burn rate on a specific vendor. Primarily used for financial projections. |
Providers with Zero Expended | Financial Approver | For a fiscal year, displays vendors with project allocation and zero spend. |
Provider Overview | Vendor | Details the programs, projects, and spending by fiscal year for a vendor. |
Services Rendered* | Financial Approver | Provides the ability to see services rendered to clients in the project. Includes 2 drill thrus from # of clients and # of vendors. |
SHARE Allocation Detail | Financial Approver | Displays allocation details by Share ID for fiscal years and projects. |
SHARE Payment Detail | Financial Approver | Displays payment details by Share ID for fiscal years and projects. |
Staff Certifications | Financial Approver | By vendor, displays staff count, active and expired certifications, and certifications per staff. |
Staff Utilization | Financial Approver | Per staff member, details services rendered and clients served by date range and project. |
The * indicates that the data on the report is updated every 12 hours.