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Most reports can be exported to different document types like word, excel, or pdf as needed.
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. |
Burn Rate* | Financial Approver | Primarily used for financial projections. |
CBI Activity | Financial Approver | Provides the ability for coordinators to see all their CBI particpants; each participant is a drill thru to daily attendance hours and comments. |
CBI Outcomes* | Financial Approver | Provides the ability for coordinators to gauge the efficacy of the CBI program (look back); each session is a drill thru to the roster list with outcomes. |
Demographics of clients served* | Financial Approver | Provides the ability to see demographic data about the client being served. |
Expended Amount By Month* | Financial Approver | Primarily used for financial projections. |
GPRA Statistics* | Financial Approver | Provides the ability for coordinators to track compliance rates which must remain above 80%; includes a drill thru to detail on the "Intakes" value. |
Provider Expenditures* | Financial Approver | More visual burn rate on a specific vendor. Primarily used for financial projections. |
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. |