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
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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.comSlide2Slide3
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…