Page Comparison

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Most reports can be exported to different document types like word, excel, or pdf as needed.

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Name of Report	Permissions needed	Purpose of the Report
Activity Detail	Financial Approver Financial Payor Coordinator Vendor	Provides the ability to view Pending services for a Vendor-Services entered, but not yet

invoiced

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 Financial Payor Coordinator Vendor	Provides a list of any services that

DDCP

a Lead Agency has recouped from a vendor-required that a vendor repay.
Allocation Adjustments	Financial Approver Financial Payor

For a fiscal year, details all the credits and debits

Provides a list of adjustments made to

each

provider

in projects

allocations.
Allocation Letters	Financial Approver Financial Payor	Provides the list of vendors with ability to

display

view the pdf current FY allocation letter

for each provider as sent by the Lead Agency

.
Attestations	Financial Approver Financial Payor

Details signed attestations by provider, the signer, date signed, and the

CSV file listing all vendors and MCOs they are contracted with.
Average Days to Payment	Financial Approver Financial Payor

For a date range, details the projects, invoices, and average days for invoice approval and payment

Provides list of vendors and invoices with average days from Invoice to Payment.
Billing Window Request History	Financial Approver Financial Payor

Details all requests by vendors to reopen the billing window to bill for services outside timely filing

Provides a list of vendors who have submitted a request to open the Billing Window and bill for previous billing periods.
Burn Rate*	Financial Approver Financial Payor	Details

the allocation, spending,

allocations and

projected

spending

for each Vendor, fund, and project for

. Primarily used for financial projections.
Burn Rate by Fund*	Financial Approver Financial Payor	Details

the allocation, spending,

allocations and

projected spending for each Vendor, fund, and project

spending. Primarily used for financial projections.
Burn Rate by Program Manager*	Financial Approver Financial Payor	Details

the allocation, spending,

allocations and

projected spending for each Vendor, fund, and project

spending. Primarily used for financial projections.

Clients served By County

Financial Approver
Financial Payor

Lists all NM Counties with Population and # of clients served.

Client Demographics/Demographics of clients served*

Financial Approver
Financial Payor
Coordinator
Vendor

Provides the ability to see demographic data about the client being served

.Clients Served by County

.
Completed CAT/CANS	Vendor	Lists all completed CAT and CANS Assessments with details.
Expended Amount By Month*	Financial Approver Financial Payor	Details

the the Counties, Populations, Client Served, and Percent of County Served within New Mexico.Demographics of client servedExpended Amount By Month*

Provider expenditures per month.-Primarily used for financial projections.
Failed Claims	Vendor	List of submitted claims that were failed with the reason.
Payment Detail	Vendor	List of approved invoices that were paid with date and amounts.
Prevention - Block Grant Services	Financial Approver Financial Payor

Graphically displays Clients Served By: Age Group, Gender, Ethnicity, Living Situation, and Cohort (Veterans, Pregnant Women)

Details service count, paid, and outstanding for Block Grant Services.
Prevention - OSAP Strategy	Financial Approver Financial Payor

Primarily used for financial projections.

Payment Detail

Vendor

Details payments made on invoices for a vendor

Details service count, paid, and outstanding for OSAP Strategies.
Prevention - SAPT Block Grant	Financial Approver Financial Payor	Details service count, paid, and outstanding for SAPT Block Grant Services.
Program Managers	Financial Approver Financial Payor

Details the primary, secondary

Lists all projects with their Primary, Secondary, and

back-up approvers for all projects

Provider Overview

Vendor

Details the programs, projects, and spending by fiscal year for a vendor

Back-Up Approvers.
Provider Expenditures*	Financial Approver Financial Payor	More visual burn rate on a specific vendor. Primarily used for financial projections.
Provider Overview	Coordinator Vendor	Details the projects and allocations a vendor is participating in.
Providers with Zero Expended*	Financial Approver Financial Payor

For a fiscal year, displays vendors with project allocation and zero spend.

Lists projects, providers, and fund sources with no expenditures/spending in the current Fiscal Year.
Services Rendered*	Financial Approver Financial Payor Coordinator Vendor	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 Financial Payor

Displays allocation details by Share ID for fiscal years and projects

Details providers with allocations containing a SHARE ID/SHARE Fund.
SHARE Payment Detail	Financial Approver Financial Payor

Displays payment details by Share ID for fiscal years and projects

Details provider payments with allocations containing a SHARE ID/SHARE Fund.
Staff Certifications	Financial Approver Financial Payor Coordinator

By

Vendor

Lists vendor

, displays

staff

count, active

and

expired

their certifications

,

and

certifications per staff

expiration dates.
Staff Utilization	Financial Approver Financial Payor

Per staff member, details

Lists vendor staff with # of services rendered

and

, clients served

by date range and project

, and total expenditure.

The * indicates that the data on the report is updated every 12 hours.

An example is that a new client registered will not appear on the Client Demographics report until the update process runs every 12 hours.

Versions Compared

Old Version 3

New Version 4

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