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CBISA™  Reports Use “enter” on your keyboard, or click your left mouse button to CBISA™  Reports Use “enter” on your keyboard, or click your left mouse button to

CBISA™ Reports Use “enter” on your keyboard, or click your left mouse button to - PowerPoint Presentation

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CBISA™ Reports Use “enter” on your keyboard, or click your left mouse button to - PPT Presentation

For any CBISA TM questions contact Customer Support 4198854593 or supportlyonsoftwarecom Reports and Listings Module Instructions for Creating Reports To access the Reports and Listings module click on the ID: 731025

software lyon reports 2013 lyon software 2013 reports report menu occurrences irs program selected services programs listings 990h financial

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Slide1

CBISA™

Reports

Use “enter” on your keyboard, or click your left mouse button to move through the screens

For any CBISA

TM

questions, contact Customer Support: (419)-885-4593 or support@lyonsoftware.comSlide2
Slide3

Reports and Listings Module

Instructions for Creating Reports

To access the Reports and Listings module, click on the

"

Reports and

Listings“ module tab.

Within the Reports and Listings module, you can access

many different

report menus by clicking on the menu tabs. After choosing a specific menu tab, the reports contained in that menu will appear in the control panel browse box.

Report Menu Tabs

©Lyon Software, 2013

*The

Needs Reports menu is only available in CBISA PlusTM. The rest of the report menus are available in CBISA OnlineTM and CBISA PlusTM.*Please note: Higher Education and Senior Living users will see different reporting menus, and higher education reports may contain fewer statistics. The mechanics of previewing, printing, and exporting reports is consistent among all versions of CBISATM.Slide4

Reports and Listings Module

Instructions for Creating Reports

To

Preview or Print a report:

Select

the report you want to preview or print by highlighting the

report in the control panel browse box.

Choose your reporting options, including the date range you wish to view (the screen defaults to your current fiscal year dates) and if you wish to open the report in a new window.

Some

reports will have a drop down list, check boxes, or information list with additional options to further customize the report.

To select from a drop down list, click on the down arrow to open the option list, then highlight the

desired item. To choose a check box, click within the box next to the

desired item. To select a group of more than one item from a list (i.e., to select more than one item to include on a report), check multiple checkboxes or hold down the shift key and click the first and then last in the list. To select items that do not appear in succession on the list, hold down the control key and highlight (i.e., click on) the various items to be included in the report.

Note: When previewing a report with selected Departments as a reporting option, if a specific department is not chosen, then the data on the report will contain any

Program record for which a department has not been assigned.

©Lyon Software, 2013Slide5

Reports and Listings Module

Instructions for Creating Reports

Some

reports will also have the option of choosing the orientation for the report. The portrait version contains the basic report information and the landscaped version contains several other columns of

information (i.e., additional fields from the Occurrence form).

Click on the

Preview

button to see the report.

To

Print

a report while in Preview mode, click the Printer icon

on the report task bar. Select your page range from the pop up dialog box. Click OK and the report will download as a PDF. Open the PDF, then proceed with printing. You can also save a copy of this PDF.

You can also Export reports to save them in other formats such as Microsoft Word, Excel, or a PDF file. To export a report, simply choose the Export icon (floppy disk & paper) on the report task bar. Select your desired format from the dropdown on the pop up dialog box. Click OK and the report will download. From there, save a copy wherever you like or open it to make any necessary edits. ©Lyon Software, 2013

Printer Icon

Export IconSlide6

Program Title

found on Line 1 of the Program/General tabAge

– a list of

selectable choices

that is found on the

Program/Target

Audience tab

Baseline/Goal

– found on the Program/Indicators tabBenefit

– found on the Occurrences screen, this is calculated by subtracting Revenues (Offsets) from Expenses, usually expressed as Net Benefit

Broader Community – a choice for the “Targeted For” drop down

box found on the Program/General tabCategory – found on line 2 of the Program/General tabCollaborators – found on the Program/Objectives tabComparative Trend – a way of analyzing the current year’s community benefit information by comparing it to last year’s data (or vice versa using Comparative Trend – Reversed)County - found on the

Program/Target Audience tab

Report Terms and Their Locations©Lyon Software, 2013Slide7

Date

– found on line 1 of the Occurrences screen,

the Financial Services tabs, the Narratives module, and the Outcomes module

Department Name

– found on line

7

of the

Program/General

tab and line 2 of the Occurrence screen

Department Number – found on line 2 of the Occurrences screenExpenses – the total of Salaries,

Fringe Benefits, Purchased Services, Supplies, and Other Direct and Indirect Expenses from the Occurrences screenFees

– an element of revenue found under the Offsetting Revenues section of the Occurrences screen

Financial Assistance – one of the tracking types utilized in the Financial Services tabFormat – a list of selectable choices that is found on the Program/Setting/Format tabFoundation/Fundraising – an element of revenue found under the Offsetting Revenues section of the Occurrences screenFringe Benefits – an element of cost that is found under the Expenses section of the Occurrences screen, calculated by multiplying the Fringe Benefit Percentage found on Line 1 by the Salary Expense in the Expenses section

Report Terms and Their Locations©Lyon Software, 2013Slide8

Gender

– a drop down box found on the Program/Target

Audiences TabGrants/Support –

Restricted

Grants and Support

is found in the Memo Fields section of the Occurrences screen

Healthy Communities

– a list of selectable goals that are found on the

Program/Healthy

Communities tabHours –

tracked on line 3 of the Occurrences screen, and an optional field found on the Narrative/General tab

Indicators – used to measure the success of a Community Benefit program; found on the Program/Indicators

tabIndirect Expenses – an element of cost that is located on the Expense section of the Occurrences screen, this is calculated by multiplying the Indirect Cost Percentages found in Org Defaults (Financial) to the total Direct Expenses found on the Occurrence screenIRS 990 Questions

– one of the tracking types utilized in the Financial Services tab

IRS Bad Debt – one of the tracking types utilized in the Financial Services tabIRS Medicare

– one of the tracking types utilized in the Financial Services tab

Report Terms and Their Locations (Continued)

©Lyon Software, 2013Slide9

Joint Venture

– one of the tracking types utilized in the Financial Services

tabLiving in

Poverty

– a

choice for the “Targeted For” drop down box found on the

Program/General tab

Means-Tested Programs

– one of the tracking types utilized in the Financial Services tabMedicaid

– one of the tracking types utilized in the Financial Services tabMonetary Inputs

– one of the main statistics shown on CBISA™ reports; consists of Expenses, Offsets, and Net Benefit

Narrative – the non-quantifiable story found on the Narrative/Narrative tabObjectives – found on the Program/Objectives tabOffsets/Revenues – the total of Foundation/Fundraising, Grants/Support, Fees, and Other from the Occurrences screenOther – an element of revenue found under the Offsetting Revenues section of the Occurrences screen

Other Direct Expenses – an element of cost found under the Expenses section of the Occurrences screen

Report Terms and Their Locations (Continued)©Lyon Software, 2013Slide10

Outputs

– one of the main statistics shown on CBISA™

reports; “Persons Served” is automatically available, and two more are customizable

Persons Served

– found on line 4 of the Occurrences screen

Purchased

Services

– an element of cost found under the Expenses section of the Occurrences screenRatios

– one of the tracking types utilized in the Financial Services tab

Revenues/Offsets – the total of Foundation/Fundraising, Grants/Support, Fees, and Other from the

Occurrences screenSalaries – an element of cost found under the Expenses section of the Occurrences screen that can either be calculated using total dollars reported or by multiplying the hours by the ratesSetting – a list of selectable choices found on the Program/Setting/Format tabSpecial Needs – a

list of selectable choices that is found on the Program/Target Audience tabStaff Hours – found on line 3 of the Occurrences

screenReport Terms and Their Locations (Continued)

©Lyon Software, 2013Slide11

Keyword/Person

– found on the

Narrative/General tabSupplies

– an

element of cost found under the Expenses section of the Occurrences

screen

Subjects

– a list of selectable choices that is found on the Narrative/Subjects

tab

User Defined Codes – a list of selectable choices that is found on the

Program/Objectives tab and on the Occurrences screenVolunteer Hours

- found on line 3 of the Occurrences screenYear – found in the “Tracked Since”

field on the Activities/General tabReport Terms and Their Locations (Continued)©Lyon Software, 2013Slide12

Menu ISlide13

Menu I #1 –

Programs Detail

©Lyon Software, 2013Slide14

Menu I #2 –

Program

Detail Full©Lyon Software, 2013Slide15

Menu I #3 – Selected Categories – Summary

©Lyon Software, 2013Slide16

Menu I #4 – Selected Categories – Detail

©Lyon Software, 2013Slide17

Menu I #5 – Selected Departments

©Lyon Software, 2013Slide18

This report can be run for

Living in Poverty” (or substituted term) or for the “Broader Community”.

Menu I #6 –

Programs Targeted

For…

©Lyon Software, 2013Slide19

Menu I #7

– All Outcomes Including Linkages

©Lyon Software, 2013Slide20

Menu I #8 – Financial Services Detail

Note:

You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt).

©Lyon Software, 2013Slide21

Menu I #9 – Elements of Cost

©Lyon Software, 2013Slide22

Menu I #10 – Elements of Offsetting Revenue

©Lyon Software, 2013Slide23

Menu I #11 – Comparative Trend

©Lyon Software, 2013Slide24

Menu I #12 – Comparative Trend - Reversed

©Lyon Software, 2013Slide25

Menu I #13 – Selected Formats

©Lyon Software, 2013Slide26

Menu I #14 – Selected Settings

©Lyon Software, 2013Slide27

Menu I #15 – Selected Ages

©Lyon Software, 2013Slide28

Menu I #16 – Selected Genders

©Lyon Software, 2013Slide29

Menu I #17 – Selected Special Needs

©Lyon Software, 2013Slide30

Menu I #18 – Selected Counties

©Lyon Software, 2013Slide31

Menu I #19 – Selected Healthy Community Goals

©Lyon Software, 2013Slide32

Menu I #20 – Sel. User Defined Codes -

Programs

©Lyon Software, 2013Slide33

Menu I #21 – Sel. User Defined Codes – Occurrences

©Lyon Software, 2013Slide34

Menu I #22 –

Programs with

Collaborators©Lyon Software, 2013Slide35

Menu IISlide36

Menu II #1 –

Programs with

Revenues

This report can be run for “All”, “Foundation/Fundraising

”, “

Grants/Support

”,

“Fees”, “Other” or “Additional”.

©Lyon Software, 2013Slide37

This report can be run for “Salary Expenses”, “Purchased Services”, “Supplies”, “Other Direct Expenses”, or “Indirect Expenses”.

Menu II #2 –

Programs with

Expenses

©Lyon Software, 2013Slide38

Menu II #3 – High Impact

Programs

Note:

The input parameters for this report are customizable.

©Lyon Software, 2013Slide39

Menu II #4 – Costly

Programs

Note:

The input parameters for this report are customizable.

©Lyon Software, 2013Slide40

Menu II #5 – Low Cost

Programs

Note:

The input parameters for this report are customizable.

©Lyon Software, 2013Slide41

Menu II #6 – Low Cost-High Impact

Programs

Note:

The input parameters for this report are customizable.

©Lyon Software, 2013Slide42

Menu II #7 –

Programs Ranked

by…

This report can rank by “Benefit”, “Persons Served”, “Staff Hours

”,

“Volunteer Hours

”, and other numeric inputs and outputs.

©Lyon Software, 2013Slide43

Narrative ReportsSlide44

Narrative #1

– Selected

Keywords

©Lyon Software, 2013Slide45

Narrative #2

– Selected

Subjects

©Lyon Software, 2013Slide46

Narrative #3

– Selected Departments

©Lyon Software, 2013Slide47

Narrative #4

Pending Entries

©Lyon Software, 2013Slide48

Narrative #5 – All Narratives Including Linkages

©Lyon Software, 2013Slide49

Complete SummariesSlide50

Complete Summaries

#1

– Complete Summary - Unclassified

Note:

You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt).

©Lyon Software, 2013Slide51

Note:

You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt). The Classified Summary differs from the Unclassified Summary in that it separates out totals for the Living in Poverty and the Broader Community.

©Lyon Software, 2013

Complete Summaries #2 –

Complete Summary -

Classified Slide52

Note:

You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt).

©Lyon Software, 2013

Complete Summaries #3 – Executive SummarySlide53

Note:

You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt).

©Lyon Software, 2013

Complete Summaries #4 – Executive Summary – 3 Year ComparativeSlide54

©Lyon Software, 2013

Complete Summaries #5 –

Executive Summary Detail – 3 Year Comparative Slide55

©Lyon Software, 2013

Complete Summaries

#6

– Summary of Community ServicesSlide56

©Lyon Software, 2013

Complete Summaries

#7

– Summary by CategorySlide57

©Lyon Software, 2013

Complete Summaries

#8

– Summary - Selected DepartmentsSlide58

©Lyon Software, 2013

Complete Summaries

#9

– Summary - TargetedSlide59

©Lyon Software, 2013

Complete Summaries

#10

– Summary by MonthSlide60

©Lyon Software, 2013

Complete Summaries #

11

– Direct & Indirect Expense by CategorySlide61

Control ListingsSlide62

Control Listings #1 – Occ. – Selected

Programs/Categories

©Lyon Software, 2013

Note:

You may

run this report with Occurrences sorted according to Programs or Categories.Slide63

Control Listings #2 – Occ. – Selected Departments

©Lyon Software, 2013Slide64

Control Listings #3 – Occ. – Selected Users

©Lyon Software, 2013Slide65

Control Listings #4 –

Occurrences – Sorted by Department for Program

©Lyon Software, 2013

Report coming soon. This slide is a placeholder.Slide66

Control Listings

#5

– Occurrences with Notes©Lyon Software, 2013Slide67

Control Listings

#6

– Occ. – Elements of Cost

©Lyon Software, 2013Slide68

Control Listings

#7

– Occ. – Salary Expense Detail

©Lyon Software, 2013

Report coming soon. This slide is a placeholder.Slide69

Control Listings

#8

– List of Programs

©Lyon Software, 2013Slide70

Control Listings

#9

– Occurrences Due

©Lyon Software, 2013Slide71

Control Listings

#10 – Pending Occurrences

©Lyon Software, 2013Slide72

Control Listings

#11 – Program Contacts…

©Lyon Software, 2013Slide73

Control Listings #

12 – Occ. – Restricting Offsetting Revenue

©Lyon Software, 2013Slide74

Control Listings #

13 – Occ. – Indirect Cost

©Lyon Software, 2013Slide75

Control Listings #

14 – Outcomes – Selected Programs

©Lyon Software, 2013Slide76

IRS Form 990 Schedule HSlide77

IRS 990H #1 – Part I Item 7

©Lyon Software, 2013Slide78

IRS 990H #2 – Part II

©Lyon Software, 2013Slide79

IRS 990H #3 – Worksheet

1 Financial Assistance

©Lyon Software, 2013Slide80

IRS 990H #4 – Worksheet

2 Ratio of Patient Care Cost to Charges

©Lyon Software, 2013Slide81

IRS 990H #5 – Worksheet 3 - Medicaid

©Lyon Software, 2013Slide82

IRS 990H #6 – Worksheet 3 –

Other Means-Tested

©Lyon Software, 2013Slide83

IRS 990H #7 – Worksheet

4 Comm. Health Improvement & Operations

©Lyon Software, 2013Slide84

IRS 990H #8 – Worksheet

5 Health Professions Education

©Lyon Software, 2013Slide85

IRS 990H #9 – Worksheet

6 Subsidized Health Services

©Lyon Software, 2013Slide86

IRS 990H #10 – Worksheet

7 Research

©Lyon Software, 2013Slide87

IRS 990H #11 – Worksheet

8 Cash & In-Kind Contributions

©Lyon Software, 2013Slide88

IRS 990H #12 – Bad Debt Worksheet - Cost

©Lyon Software, 2013Slide89

IRS 990H #13 – Bad Debt Worksheet – Statement 15

©Lyon Software, 2013Slide90

IRS 990H #14 – Worksheet – Medicare Part III

©Lyon Software, 2013Slide91

IRS 990H #15 – IRS Questions – Part I

©Lyon Software, 2013Slide92

IRS 990H #16 – IRS Questions – Part III

©Lyon Software, 2013Slide93

IRS 990H #17 – IRS Questions – Part VI

©Lyon Software, 2013Slide94

IRS 990H #

18

– Joint Venture

©Lyon Software, 2013Slide95

IRS 990H #

19

– Reconciliation

©Lyon Software, 2013Slide96

IRS 990H

#20 –Subsidized Health Services List

©Lyon Software, 2013Slide97

Other ReportsSlide98

Other Reports #1 – Users

©Lyon Software, 2013Slide99

Other Reports #2 – Appendix D

©Lyon Software, 2013Slide100

Other Reports #3 – IPM’s

©Lyon Software, 2013Slide101

Other Reports #4 – Reporting Unit Defaults

©Lyon Software, 2013Slide102

Other Reports #5 – Department List

©Lyon Software, 2013Slide103

Other Reports #6 – Attachments

©Lyon Software, 2013Slide104

Other Reports

#7

– Programs Inventory

©Lyon Software, 2013

Report coming soon. This slide is a placeholder.Slide105

Partnership ReportsSlide106

Partnership Reports #1 – Partnerships – Selected Programs

©Lyon Software, 2013Slide107

Partnership Reports #2 – Partnerships – Selected Narratives

©Lyon Software, 2013Slide108

Partnership Reports #3 – Partnerships – Selected Outcomes

©Lyon Software, 2013Slide109

Partnership Reports #4 – Partnerships – Selected Areas of Interest

©Lyon Software, 2013Slide110

Partnership Reports #5 – Directory of Partnerships

©Lyon Software, 2013Slide111

Needs Reports

*only available in CBISA Plus

TMSlide112

Needs Reports #1 – Directory of Needs

©Lyon Software, 2013Slide113

Needs Reports #2 – Prioritized Needs

©Lyon Software, 2013Slide114

Needs Reports #3 – Needs – Comprehensive (All Linkages)

©Lyon Software, 2013Slide115

Needs Reports #4 – Needs – Linked Partnerships

©Lyon Software, 2013Slide116

Needs Reports #5 – Needs – Linked Programs with Occurrences

©Lyon Software, 2013Slide117

Needs Reports #6 – Needs – Linked Narratives

©Lyon Software, 2013Slide118

Needs Reports #7 – Needs – Linked Outcomes

©Lyon Software, 2013Slide119

Needs Reports #8 – Needs Cross-References to HP2020

©Lyon Software, 2013Slide120

Needs Reports #9 – Needs Not Linked to a Program

©Lyon Software, 2013Slide121

Needs Reports #10 – Programs Not Linked to

a

Need

©Lyon Software, 2013Slide122

Lyon Software…striving to make social accountability reporting a streamlined process…