Reports and Listings-Programs

To access the Reports and Listings module, click on the "Reports and Listings" tab.  Within the Reports and Listings module, you can access different report menus by clicking on the sub-menu tabs.  After choosing a specific sub-menu tab, the reports contained in that menu will appear in the control panel browse box.     

To Preview, Print, or Export a report:

Select the report you want to preview or print by highlighting the report in the control panel browse box

Choose 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 applicable item.  To choose a check box, click within the box next to the applicable item.  To select a group of more than one item from a list (i.e. including more than one department or county in a report), hold down the shift key and click the first and then last in the list.  To choose randomly placed items, hold down the control key and highlight the various items to be included in the report.   When choosing a report with selected Departments, if a specific department is not chosen then the data on the report will contain any Program record for which the user has not assigned a specific department. 

Some reports will also have the option of choosing the orientation for the report.  The portrait version contains standard statistics (persons served, expenses, offsets) and the landscaped version contains expanded statistical information (additional inputs and outputs from line 3 and 4 of the Occurrence form).

Click on the Preview button to see the report.  

To send the report to a printer, while in the Preview mode, choose the Print icon on the report task bar, not the internet browser tool bar.  Select your page range from the pop up dialog box.  Click Export to initialize the Adobe Reader printer box and click on the PDF icon that then appears on the task bar.  Your report will then open up onscreen in PDF format, from which you can then print through the available printer of your choice.

To export your report to another file format, while previewing a report, click the Export icon on the report task bar.  Choose the file format from the dropdown list (PDF, Excel, Word) and the page range.  Select Open or Save to work with the CBISA™ report in the new file format.