Reports

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 Financial Payor Coordinator Vendor	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 Financial Payor Coordinator Vendor	Provides a list of any services that a Lead Agency has recouped from a vendor-required that a vendor repay.
Allocation Adjustments	Financial Approver Financial Payor	Provides a list of adjustments made to provider allocations.
Allocation Letters	Financial Approver Financial Payor	Provides the list of vendors with the ability to view the pdf current FY allocation letter.
Attestations	Financial Approver Financial Payor	CSV file listing all vendors and MCOs they are contracted with.
Average Days to Payment	Financial Approver Financial Payor	Provides a list of vendors and invoices with average days from Invoice to Payment.
Billing Window Request History	Financial Approver Financial Payor	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 allocations and spending. Primarily used for financial projections.
Burn Rate by Fund*	Financial Approver Financial Payor	Details allocations and spending. Primarily used for financial projections.
Burn Rate by Program Manager*	Financial Approver Financial Payor	Details allocations and 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.
Completed CAT/CANS	Vendor	Lists all completed CAT and CANS Assessments with details.
Expended Amount By Month*	Financial Approver Financial Payor	Details Provider expenditures per month.-Primarily used for financial projections.
Failed Claims	Vendor	List of submitted claims that 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	Details service count, paid, and outstanding for Block Grant Services.
Prevention - OSAP Strategy	Financial Approver Financial Payor	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	Lists all projects with their Primary, Secondary, and 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	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 throughs from # of clients and # of vendors.
SHARE Allocation Detail	Financial Approver Financial Payor	Details providers with allocations containing a SHARE ID/SHARE Fund.
SHARE Payment Detail	Financial Approver Financial Payor	Details provider payments with allocations containing a SHARE ID/SHARE Fund.
Staff Certifications	Financial Approver Financial Payor Coordinator Vendor	Lists vendor staff and their certifications and expiration dates.
Staff Utilization	Financial Approver Financial Payor	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.

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