Depending on your permissions you may be able to run different reports.
Click the Run Report drop-down and click a report.
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.
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 Checkwriter | Provides the ability for coordinators to see all their CBI participants; 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. |
Client Demographics* | 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. |
Invoice List | Financial Approver | AHP Payor will use this report to review Invoices marked for Payment and submit the Total to BSAS. |
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. |
The * indicates that the data on the report is updated every 12 hours.
An example is that a GPRA added will not appear on the GPRA Statistics Report until the update process runs-every 12 hours.