CBISA Reports For any CBISATM questions contact Customer

CBISA™ Reports For any CBISATM questions, contact Customer Support: (419)-885 -4593 or support@lyonsoftware. com Use “enter” on your keyboard, or click your left mouse button to move through the screens

Instructions for Creating Reports and Listings Module 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 *The Needs Reports menu is only available in CBISA Plus. TM. The rest of the report menus are available in CBISA Online. TM and CBISA Plus. TM. *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. ©Lyon Software, 2013

Instructions for Creating Reports and Listings Module 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, 2013

Instructions for Creating Reports and Listings Module 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. Printer Icon Export Icon ©Lyon Software, 2013

Report Terms and Their Locations Program Title – found on Line 1 of the Program/General tab Age – a list of selectable choices that is found on the Program/Target Audience tab Baseline/Goal – found on the Program/Indicators tab Benefit – 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 tab Category – found on line 2 of the Program/General tab Collaborators – found on the Program/Objectives tab Comparative 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 ©Lyon Software, 2013

Report Terms and Their Locations 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 screen Expenses – the total of Salaries, Fringe Benefits, Purchased Services, Supplies, and Other Direct and Indirect Expenses from the Occurrences screen Fees – 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 tab Format – a list of selectable choices that is found on the Program/Setting/Format tab Foundation/Fundraising – an element of revenue found under the Offsetting Revenues section of the Occurrences screen Fringe 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 ©Lyon Software, 2013

Report Terms and Their Locations (Continued) Gender – a drop down box found on the Program/Target Audiences Tab Grants/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 tab Hours – 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 tab Indirect 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 screen IRS 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 tab IRS Medicare – one of the tracking types utilized in the Financial Services tab ©Lyon Software, 2013

Report Terms and Their Locations (Continued) Joint Venture– one of the tracking types utilized in the Financial Services tab Living 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 tab Medicaid – one of the tracking types utilized in the Financial Services tab Monetary 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 tab Objectives – found on the Program/Objectives tab Offsets/Revenues – the total of Foundation/Fundraising, Grants/Support, Fees, and Other from the Occurrences screen Other – 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 ©Lyon Software, 2013

Report Terms and Their Locations (Continued) 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 screen Ratios – 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 screen Salaries – 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 rates Setting – a list of selectable choices found on the Program/Setting/Format tab Special Needs – a list of selectable choices that is found on the Program/Target Audience tab Staff Hours – found on line 3 of the Occurrences screen ©Lyon Software, 2013

Report Terms and Their Locations (Continued) Keyword/Person – found on the Narrative/General tab Supplies – 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 screen Volunteer Hours - found on line 3 of the Occurrences screen Year – found in the “Tracked Since” field on the Activities/General tab ©Lyon Software, 2013

Menu I

Menu I #1 – Programs Detail ©Lyon Software, 2013

Menu I #2 – Program Detail Full ©Lyon Software, 2013

Menu I #3 – Selected Categories – Summary ©Lyon Software, 2013

Menu I #4 – Selected Categories – Detail ©Lyon Software, 2013

Menu I #5 – Selected Departments ©Lyon Software, 2013

Menu I #6 – Programs Targeted For… This report can be run for “Living in Poverty” (or substituted term) or for the “Broader Community”. ©Lyon Software, 2013

Menu I #7 – All Outcomes Including Linkages ©Lyon Software, 2013

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, 2013

Menu I #9 – Elements of Cost ©Lyon Software, 2013

Menu I #10 – Elements of Offsetting Revenue ©Lyon Software, 2013

Menu I #11 – Comparative Trend ©Lyon Software, 2013

Menu I #12 – Comparative Trend - Reversed ©Lyon Software, 2013

Menu I #13 – Selected Formats ©Lyon Software, 2013

Menu I #14 – Selected Settings ©Lyon Software, 2013

Menu I #15 – Selected Ages ©Lyon Software, 2013

Menu I #16 – Selected Genders ©Lyon Software, 2013

Menu I #17 – Selected Special Needs ©Lyon Software, 2013

Menu I #18 – Selected Counties ©Lyon Software, 2013

Menu I #19 – Selected Healthy Community Goals ©Lyon Software, 2013

Menu I #20 – Sel. User Defined Codes - Programs ©Lyon Software, 2013

Menu I #21 – Sel. User Defined Codes – Occurrences ©Lyon Software, 2013

Menu I #22 – Programs with Collaborators ©Lyon Software, 2013

Menu II

Menu II #1 – Programs with Revenues This report can be run for “All”, “Foundation/Fundraising”, “Grants/Support”, “Fees”, “Other” or “Additional”. ©Lyon Software, 2013

Menu II #2 – Programs with Expenses This report can be run for “Salary Expenses”, “Purchased Services”, “Supplies”, “Other Direct Expenses”, or “Indirect Expenses”. ©Lyon Software, 2013

Menu II #3 – High Impact Programs Note: The input parameters for this report are customizable. ©Lyon Software, 2013

Menu II #4 – Costly Programs Note: The input parameters for this report are customizable. ©Lyon Software, 2013

Menu II #5 – Low Cost Programs Note: The input parameters for this report are customizable. ©Lyon Software, 2013

Menu II #6 – Low Cost-High Impact Programs Note: The input parameters for this report are customizable. ©Lyon Software, 2013

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, 2013

Narrative Reports

Narrative #1 – Selected Keywords ©Lyon Software, 2013

Narrative #2 – Selected Subjects ©Lyon Software, 2013

Narrative #3 – Selected Departments ©Lyon Software, 2013

Narrative #4 – Pending Entries ©Lyon Software, 2013

Narrative #5 – All Narratives Including Linkages ©Lyon Software, 2013

Complete Summaries

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, 2013

Complete Summaries #2 – Complete Summary - Classified 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 #3 – Executive Summary 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 Comparative Note: You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt). ©Lyon Software, 2013

Complete Summaries #5 – Executive Summary Detail – 3 Year Comparative ©Lyon Software, 2013

Complete Summaries #6 – Summary of Community Services ©Lyon Software, 2013

Complete Summaries #7 – Summary by Category ©Lyon Software, 2013

Complete Summaries #8 – Summary - Selected Departments ©Lyon Software, 2013

Complete Summaries #9 – Summary - Targeted ©Lyon Software, 2013

Complete Summaries #10 – Summary by Month ©Lyon Software, 2013

Complete Summaries #11 – Direct & Indirect Expense by Category ©Lyon Software, 2013

Control Listings

Control Listings #1 – Occ. – Selected Programs/Categories Note: You may run this report with Occurrences sorted according to Programs or Categories. ©Lyon Software, 2013