Visions Reports

Program Activity (aka CAR)NPI

CSGB-Section G

Contracts and Fund CodesThese need to be set up properly for Reports to work

Contracts– Contract (Like CSBG, Head Start, etc.)– Contract Number (One for Each Year)– Fiscal Year Dates for each Contract Number

Fund Codes - Groups contracts together to fund Activities

– Detail Records for each Year

Program Activity Report

Counts Services

To get this report from Visions you need to record Services in Visions

Setup and Use

Attach the Program Activity Code to the Activities that should be counted for the report

Record the Service/Activity

Example:

Food Shelf – Attach the code H1 to the Food Shelf Visit activity

Record the Food Shelf Visit activity for each visit

H1 for Food Shelf

2010 CAR Program Activity Codes

Record the Visits

Program Activity Report

Enter Selections for Report

Run the Report

NPI (ROMA) Reports

This report counts Successful Completion of National Performance Indicators

To get this report from Visions, you need to record that a client has Completed a Milestones and record a Service that assisted that client with that milestone

Setup and Use

Enter the Projected Number to Complete

Connect Milestone to NPI

Record a Service

Mark Milestone as Complete

CSBG Work Plan

Enter the Projected Number to Complete

Connect Milestone to NPI

Mark Milestone as Complete

NPI (ROMA) ReportsUse the CSBG_NPI_Goal6 report to count :6.1A (Seniors) and 6.1B (Disabled by age group) you helped retain independence

Use NPI Straight Count reports for all other goals.

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

NPI Straight Count reportsfor ALL other NPI goals

Results for NPI Straight Count

CSBG Section G

Unduplicated counts and demographics of households and individuals that have received services

To get this report from Visions you need to record Services in Visions

(This is the same thing you need to do to get the CAR report)

Run the Report

Additional items to set up

If you run a report for a particular Contract– Make sure the Contract Number has the

correct Fiscal Year Start and End Dates set– Make sure the Funding Code has Details for

the contract and the Percent is filled in– Make sure the activities have the correct

Funding Code attached

Contract Number needs Fiscal Year Dates

Date selection for report will be limited by the FY Start and End Dates

If the FY runs from 1/1/2009 to 12/31/2009 and you run the report for 10/1/2009 to 9/30/2010 the end result will be a report that includes ONLY the dates that are common to both date ranges.

End result will be ONLY 10/1/2009 to 12/31/2009

To get around this you can temporarily change the FY Start and End Dates

Funding Code needs Contract Details

Click Details button on Funding Code page and add Details record for each contract

Activity needs correct Funding Code

Reports by Contract Number

The report will look at the FY Dates

The report will look for Funding Codes with the Contract in them

The report will look for Activities with the Funding Code attached