visions reports for program managers. management reports advantages simple to run nice formatted...

Visions Reports

forProgram Managers

Management Reports

Advantages

Simple to run

Nice formatted output

DisadvantagesAdsystech needs to create or modify

Reports

Select Management Report

Click Report– Management Reports

Available Reports are those assigned to your User GroupYou will have one or more pages of reports to select from.

Find the Report by SearchingType in part of the report name and click Search

Make sure you are on page 1 when you do this

Create Favorites

Display of Favorites

Interface and Output

Easy selections from predetermined fields

Can be Exported to PDF, Excel, and other standard formats

Standard Interface Selections

Run Report and then Export

Export to PDF to get nice Printable output

Export to Excel if you want to do some calculations with the data

ProgActivity-NPI-CSBG-SectG

Please view the PowerPoint presentation from the training for the NPI, CSBG Section G, and Program Activity (CAR) reports for detailed information about these reports

CSBG Section G

CSBG Section G

Details Individual

CSBG Section G

Details Family

CSBG Section G

Details Missing

(CAR) Program Activity Report

NPI Straight Count - One Report Select Performance Measure

NPI Straight Count Detail Enrolled

NPI Straight Count Detail Completed

Use NPI Goal 6 report for 6.1A & 6.1B6.1A – Seniors helped to retain Independence

6.1B – Disabled helped to retain Independence

This NPI does NOT have to be linked to a Milestone to work.

This report counts ALL Seniors and Disabled (by age group) in ANY household that received a service during the time frame of the report

Selections and Results for 6.1A and 6.1B

Active Application Customer

Shows clients who are currently enrolled in any program.

Select Date Range (program entry date), Program, and CaseManager (name on Program Entry screen) or % for ALL

2.Service Use Report By Contract Grant

Date Range is Service/Activity DateSelect by ContractProgramProgram ComponentService/Activity CountyCaseManager/Resource

2.Service Use Report By Contract Grant

3.Service Use Report By Participant

Date Range is Service/Activity DateSelect by ContractProgramProgram ComponentService/Activity CountyCaseManager/Resource

3.Service Use Report By Participant

More Specific Demographics than we get with the CSBG Section G report.

Run the Section G Details Individual or Family report and Export to Excel

Other more complicated Options

Use Adhoc reporting and one of the following views:

vAdhocDemographicsvAdhocServicesvAdhocSnapshot

Adhoc Reports

000_FAIM_Clients_ActiveSelect DISTINCT [ORGName],[Program],[ProgComponent],[FirstName],[LastName],[DateOfBirth],[ID],[ProgramDate],[ProgramEndDate] From vADHOCMilestoneStatus

Where [Program] Like ‘099FAIM%' And Enter YOUR program name[ProgramEndDate] Is Not Null

Order By [ORGName] ASC,[Program] ASC ,[ProgComponent] ASC ,[LastName] ASC ,[FirstName] ASC

GroupBy:ORGName,Program

000_FAIM_Clients_Active

Adhoc Reports

000_FAIM_Clients_ExitedSelect DISTINCT [ORGName],[Program],[ProgComponent],[FirstName],[LastName],[DateOfBirth],[ID],[ProgramDate],[ProgramEndDate] From vADHOCMilestoneStatus

Where [Program] Like ‘099FAIM%' And Enter YOUR program name[ProgramEndDate] Is Not Null

Order By [ORGName] ASC,[Program] ASC ,[ProgComponent] ASC ,[LastName] ASC ,[FirstName] ASC

GroupBy:ORGName,Program

000_FAIM_Clients_Exited

Mailing Labels of ALL Clients enrolled in programs or received service in programs

Please attend the training on May 19th where we use Access to import the results of 2 Adhoc Reports and use Access Query to create a list of HH or Members with Service in Visions

CAMIS TrainingCreating labels from

Visions

Next Report