Depending on your permissions you may be able to run different reports.
Click the Run Report drop-down and click a report.
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Depending on the report you may need to enter additional filter criteria before you click Run Report.
Most reports can be exported to different document types like word, excel, or pdf as needed.
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Name of Report
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Permissions needed
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Purpose of the Report
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Activity Detail
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Financial Approver
Financial Payor
Coordinator
Vendor
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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.
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Adjustment Records
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Financial Approver
Financial Payor
Coordinator
Vendor
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Provides a list of any services that a Lead Agency has recouped from a vendor-required that a vendor repay.
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Allocation Adjustments
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Financial Approver
Financial Payor
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Provides a list of adjustments made to provider allocations.
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Allocation Letters
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Financial Approver
Financial Payor
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Provides the list of vendors with ability to view the pdf current FY allocation letter.
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Attestations
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Financial Approver
Financial Payor
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CSV file listing all vendors and MCOs they are contracted with.
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Average Days to Payment
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Financial Approver
Financial Payor
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Provides list of vendors and invoices with average days from Invoice to Payment.
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Billing Window Request History
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Financial Approver
Financial Payor
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Provides a list of vendors who have submitted a request to open the Billing Window and bill for previous billing periods.
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Burn Rate*
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Financial Approver
Financial Payor
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Details allocations and spending. Primarily used for financial projections.
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Burn Rate by Fund*
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Financial Approver
Financial Payor
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Details allocations and spending. Primarily used for financial projections.
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Burn Rate by Program Manager*
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Financial Approver
Financial Payor
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Details allocations and spending. Primarily used for financial projections.
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Clients served By County
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Financial Approver
Financial Payor
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Lists all NM Counties with Population and # of clients served.
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Client Demographics/Demographics of clients served*
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Financial Approver
Financial Payor
Coordinator
Vendor
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Provides the ability to see demographic data about the client being served.
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Completed CAT/CANS
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Vendor
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Lists all completed CAT and CANS Assessments with details.
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Expended Amount By Month*
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Financial Approver
Financial Payor
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Details Provider expenditures per month.-Primarily used for financial projections.
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Failed Claims
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Vendor
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List of submitted claims that were failed with the reason.
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Payment Detail
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Vendor
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List of approved invoices that were paid with date and amounts.
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Prevention - Block Grant Services
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Financial Approver
Financial Payor
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Details service count, paid, and outstanding for Block Grant Services.
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Prevention - OSAP Strategy
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Financial Approver
Financial Payor
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Details service count, paid, and outstanding for OSAP Strategies.
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Prevention - SAPT Block Grant
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Financial Approver
Financial Payor
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Details service count, paid, and outstanding for SAPT Block Grant Services.
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Program Managers
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Financial Approver
Financial Payor
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Lists all projects with their Primary, Secondary, and Back-Up Approvers.
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Provider Expenditures*
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Financial Approver
Financial Payor
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More visual burn rate on a specific vendor. Primarily used for financial projections.
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Provider Overview
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Coordinator
Vendor
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Details the projects and allocations a vendor is participating in.
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Providers with Zero Expended*
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Financial Approver
Financial Payor
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Lists projects, providers, and fund sources with no expenditures/spending in the current Fiscal Year.
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Services Rendered*
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Financial Approver
Financial Payor
Coordinator
Vendor
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Provides the ability to see services rendered to clients in the project. Includes 2 drill thrus from # of clients and # of vendors.
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SHARE Allocation Detail
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Financial Approver
Financial Payor
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Details providers with allocations containing a SHARE ID/SHARE Fund.
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SHARE Payment Detail
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Financial Approver
Financial Payor
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Details provider payments with allocations containing a SHARE ID/SHARE Fund.
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Staff Certifications
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Financial Approver
Financial Payor
Coordinator
Vendor
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Lists vendor staff and their certifications and expiration dates.
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Staff Utilization
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Financial Approver
Financial Payor
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Lists vendor staff with # of services rendered, clients served, and total expenditure.
The * indicates that the data on the report is updated every 12 hours.
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