Management Reports – CSBG & LIHEAP The list contains reports that are run frequently to gauge CSBS and/or LIHEAP program statistics. These are by no means the only reports that can be run, just happens to be the most popular. Report Name/Frequency Description Common Usage Report Parameters Assessment Stats List Responses to Identify demographic and Start Date comprehensive assessment data trends from client intake, End Date script, program enrollment and program enrollment and Agency activity questions. activity questions. Code County As requested Answer (*,yes,no) Batch Info Page List batches based on selection Locate batches, view Batch number criteria. payment information, listing Batch date of clients in each batch. Print Check Number batch report to include for Check Date payment to vendor, print Program Transactions batched for ECIP notification letters for Vendor Processing/payment clients. Batch Report Lists transactions within a Listing of transactions Batch start date batch; includes name, vendor, batched for payment; sent to Batch end date account #, payment amount fiscal for payment processing; Agency and activity date; can specify included with payment to Contract number batch date range, contract, vendor. Program Transactions batched for program and/or vendor. Vendor Processing/payment Hide SSN (yes/no) Report Name/Frequency Description Common Usage Report Parameters
Management Reports – CSBG & LIHEAP The list contains reports that are run frequently to gauge CSBS and/or LIHEAP program statistics. These are by no means the only reports that can be run, just happens to be the most popular. Report Name/Frequency Description Common Usage Report Parameters Assessment Stats As requested List Responses to comprehensive assessment script, program enrollment and activity questions. Identify demographic and data trends from client intake, program enrollment and activity questions. Start Date End Date Agency Code County Answer (*,yes,no) Batch Info Page Transactions batched for Processing/payment List batches based on selection criteria. Locate batches, view payment information, listing of clients in each batch. Print batch report to include for payment to vendor, print ECIP notification letters for clients. Batch number Batch date Check Number Check Date Program Vendor Batch Report Transactions batched for Processing/payment Lists transactions within a batch; includes name, vendor, account #, payment amount and activity date; can specify batch date range, contract, program and/or vendor. Listing of transactions batched for payment; sent to fiscal for payment processing; included with payment to vendor. Batch start date Batch end date Agency Contract number Program Vendor Hide SSN (yes/no) Report Name/Frequency Description Common Usage Report Parameters