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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