CAREER CONNECT CASE MANAGEMENT & BUSINESS SERVICES … · 2020-02-27 · WIOA Case Management &...

WIOA Case Management & Business Services Reports Page 1 of 19 Updated 2/27/2020

CAREER CONNECT CASE MANAGEMENT & BUSINESS SERVICES REPORT GUIDE

This document is broken into 3 sections. Click on the section name below to go directly to that section.

1) WIOA CASE MANAGEMENT REPORTS

2) BUSINESS SERVICES REPORTS

3) EVENTS REPORTS

1) WIOA CASE MANAGEMENT REPORTS

Report Title / Monthly Report Items

Navigation Filters & Instructions Description

1 Active Cases Use for Monthly Report: Planned Capacity

Detailed Reports → Case Management Reports → Case Load → Active Cases

Select:

• Report Type: Select LWIA/Office Location

• Program: Title I -Workforce Development

• Customer Group: Select desired customer group; leave as “none selected” to return all customer groups

• Office Location: Select if you work across multiple offices

• Date Range: Select your desired date range Leave other filters at default Click Run Report

This report provides the agency capacity at any given point in time. The report will return with a summary of Active and Closed/Exited cases during the specified date range. Click on the numbers (blue links) to open a sub-report with a detailed list of cases.

2 Enrollment Summary by LWIA Use for Monthly Report: New, Carryover & Total Enrollments

Detailed Reports → Case Management Reports → Case Load →Enrollment Summary by LWIA

Select:


• Date Range: Select your desired date range Leave other filters at default Click Run Report On the reports result page:

• Click on the (+) next to “Chicago Cook Workforce Partnership” to expand and see the new & carryover numbers for the selected office(s).

• Use the WIA columns (Ignore the WP columns.)

• Click on the numbers (blue links) to see the detail of carry over and new participants.

The report lists the total count of new and carry over enrollments by program for the selected reporting period.




3a Last Case Note for Participant

Detailed Reports → Case Management Reports → Documentation → Last Case Note for Participant

Select:

• Program: Title I – Workforce Development



• Case Manager Group: None Selected

• Assigned Case Manager: None Selected (Or you can click on “Select Me” link to get your own case load)

• Days since the last case note: None Selected

• Filter by Date: Active with no Exit Date (to return all active, un-exited customers during the selected date range)

• Date Range: Select your desired date range. Leave other filters at default Click Run Report On the reports result page, click the arrows at the top of the “Days Since Last Case Note” column twice to get the highest number of days on top.

This report displays the number of days since a case note was entered for each participant. The report also displays the number of days between last contact and last case note. This can help you ensure that you are adding case notes every 30-days as required.

3b NEW! Case Notes Detailed Reports → Case Management Reports → Documentation → Individual

To get all Case Notes for your Office, select:

• Program

• System Case Notes: select “Include System Case Notes” to include case notes automatically generated by Career Connect.

• Office Location

• Date range: The report will include all case notes created during the specified date range.

Advanced filter options:

• Use the “Case Note Subject” box to search for case notes with a specific subject

• Use the filters in the “Staff” section to find case notes created or last edited by a specific staff person. Use the “Staff” box to search for and select the staff person’s name.

• Use the filters in the “Individual” section to find case notes for a specific participant. Use the “Individual” box to search by client name or login name.

This report is a great way to read case notes for an office, career coach or participant. It includes:

• Client name

• Staff created & create date

• Contact Date

• Staff last edited and edit date

• Case note subject

• Text of the Case note




4 Credentials Use for Monthly Report: Credentials (use the “Total Individuals” number at the bottom of the report, since some participants may have multiple credentials)

Detailed Reports → Case Management Reports → Case Load →Credentials

Select:




• Attending School at Program Enrollment: Select only if you have both In-School and Out of School Youth

• Filter by Date: Credential Date (for credentials earned during the selected date range)


This report displays credentials earned during program or after exit that were entered on the WIOA Credential Bar.

5a

Obtained Employment Use for Monthly Report: Total Placements (also add in Shared Placements from Report #5b if you do not have a separate “Shared Placement” line on your monthly report.)

Detailed Reports → Case Management Reports → Case Load →Obtained Employment

Select:


• Customer Group: Select desired customer group; leave as “none selected” to

return all customer groups


• Filter by Date: Job Start Date (to return all jobs started in the selected date range)

• Date Range: Select your desired date range Leave other filters at default Click Run Report The report results will contain duplicate placements. For the monthly report, only unsubsidized placements that occurred while in program (Page Name = entered employment) or at Closure/Exit (Page Name = wioaclosure) count. Also, only one placement per participant per program year counts. To remove jobs entered in quarterly follow-up and de-duplicate, after running the report:

• Download the report into Excel

• Delete all rows where the “Page Name” column = “wiofollowup”

• Use the Excel “Remove Duplicates” tool to de-duplicate by StateID

• Count the number of individuals remaining on the report

This report captures employment earned during program (entered in the Employment Bar) or at Exit (entered in the Case Closure screen) and Follow-up (entered in the quarterly follow-up screens).




5b To get Shared Placements Use for Monthly Report: Shared Placements OR Total Placements (if your monthly report does not have a separate shared placement line add shared placement to the results from report 5a-Obtained Employment)

Detailed Report → Services Provided Individuals → Services section → List

Select:





• For shared placements prior to PY 2019 (July 1, 2019): Activity/Service Code: Job Referral & Placement (A/DW-210, Youth-417)

• For shared placements starting in PY 2019 (July 1, 2019): Activity/Service Code: Shared Placement (A/DW-232, Youth-424)

• Filter by Date: Actual Begin Date (for all services provided in the report period)


Shared placements are the counted when the Provider of the service is different from the Responsible Office. The “Provider” gets credit for the shared placement. This service should only be entered / counted once the customer has been placed in an unsubsidized job.

6 Exited Cases Report Use for Monthly Report: Total Exits & Positive Exits (You can also use report 18-On-line Characteristics to get Total & Positive Exits)

Detailed Reports →Case Management Reports →Case Load → Exited cases

Select:




• Exit Reason: Leave as “none selected” to return all exited clients

• Filter by Date: Exit Date (to return all exits that occurred within the selected date range)

• Date Range: Select your desired date range Leave other filters at default Click Run Report To get Positive Exits from the report results, either sort by the “Exit Reason” column and manually count, or export into Excel or CSV and use the following formula:

=COUNTIF(RANGE, “*(POS)*”) where RANGE = the range of cells containing the Exit Reason (e.g. M2:M32).

This report returns a list of exiters, including Exit Date and Exit Reason.




7 Services Provided Individuals Use for Monthly Report: GED / HS Placements (OSY). Filter for Activity / Service Codes: 410-Enrolled in Alternative School Program AND 411-Equivalency (GED).

Detailed Reports → Services Reports → Services Provided Individuals → Service Section → List

Select:

• Program Type: Title I – Workforce Development

• Customer Group: Select desired customer group. Leave as “None Selected” for all customer groups


• Activity/Service Code: Select desired activity/service code; leave as “none selected” to return all services

• Filter by Date: Actual Begin Date (for all services that began during the selected date range)


This report provides a list of all customers that have been provided a service during the date range selected. NOTE: This report will also show you: 1) Services with no Provider (Provider column

says “No Provider”) 2) Services missing Actual Begin Date

(“Actual Begin Date” is blank) 3) Open Same Day Services (“Service”

indicates Same Day Service and “Actual End Date” is blank)

8a Training Use for Monthly Report: Started Training (including ITA, OJT, Bridge/Career Pathway, & Customized) and Training Related Placements. Note that this report includes in-program & exited Training-related placements.

Detailed Reports → Case Management Reports → Payments → Training (this canned report replaces the saved report in “My Reports”)

Select:


• Activity/Service Code: Select if you want to return a specific training service (e.g. 300-Occupational Classroom Training); leave as “None Selected” to return all training services.

• Filter by Date: Actual Begin Date (to return all training services that started in the date range)

• Date Range: Select your desired date range Leave other filters at default. Click Run Report

This report lists individuals that started training, including, ITAs, OJTs, Career Pathway, and Bridge training. The report includes the service codes, so you can sort by code to get the different types of training. The “Training Related” column indicates whether employment was training related or not. It includes jobs entered on the Employment Bar and jobs entered at Case Closure.

8b On-the-Job Training Detailed Reports → Case Management Reports → Payments → On the Job Training

Select:

• Program: Title I – WIOA


• Filter by Date: Actual Begin Date (for all OJT services started in the selected date range)


This report lists individuals that started On-the-Job Training. It includes the OJT Employer, job ONET code, and planned OJT costs (“OJT Wage Cost” column) based on the data entered with the OJT service.




8c Work Experience Use for Monthly Report: Paid Work Experience (ISY, OSY only). Use 425-Work Experience Paid AND 434-Youth Internship (if the internship was paid).

Detailed Reports → Case Management Reports → Payments → Work Experience

Select:



• Activity/Service Code: Select if you want to return a specific Work Experience service; leave as “None Selected” to return all training services.

• Filter by Date: Actual Begin Date (for all Work Experience services started in the selected date range)


This report list individuals that started Work Experience. It includes OJT and non-OJT work experience as well as unpaid work experience. The report includes the Work Experience service code and description, so you can filter / sort by type of Work Experience.

8d To get Completed Bridge / Career Pathway Training Use for Monthly Report: Completed Bridge or Career Pathway training (Bridge & Career Pathway programs)

Detailed Reports → Services Reports → Services Provided Individuals → Service Section → List

Select:

• Program Type: Title I – Workforce Development

• Customer Group: Select desired customer group. Leave as “None Selected” for all customer groups


• Activity/Service Code: Bridge Training (WIOA Funded, non-ITA) 307-Adult/DW, 403-Youth

AND/OR Career Pathway Training (non-ITA) 303-Adult/DW, 416-Youth

• Activity Completion Status: Successful

• Filter by Date: Actual End Date (for all services that ended during the selected date range)


This is the Services Provided Individuals report with different filters selected to get successful training completions for Bridge and Career Pathway programs.

9 Open Same-Day Services

My Reports → Set Location Filter Office to “None Selected” → Adult/DW Open Same-Day Services June 2017-June 2019 OR Youth Open Same-Day Services June 2017-June 2019

There are now 2 Open Same Day Services reports – one for Adult/DW & one for Youth. Also, the date range has been updated to June 1, 2017 – June 30, 2019 to cover all services created from the launch of CC Case Management thru the end of the PY18 Program Year. The updated report ONLY displays open same-day services. To run the report for your office:

• Click on “Update Filters” and select your Office or Offices.

• Leave all other filters as set.

• Click “Run Report”

Since Career Connect does not force staff to close Same Day services, this report will help you monitor and clean-up open Same-Day services.




10 Selective Service Candidacy

Detailed Reports → Case Load -WIOA → WIOA → Selective Service Candidacy

Select:


• Registered with Selective Service: No

• Filter by Date: Date of 18th Birthday


This report displays customers who have or will soon turn 18 who have not registered for selective service.

11 Target Population Summary

Detailed Reports → Case Load Reports – WIOA → Targeted Population Summary

Select:




• Available Grants, if applicable, (NEG, IE, etc.)

• Filter by Date: Active Date to get all Active customers; Exit Date will return results for exiters only; Participation Date will return all customers newly enrolled during the selected date range.


This report provides characteristics of Participants in the program. This report can be used to determine what type of population the agency is serving and can be helpful when writing proposals. This report can also be filtered by Zip Code, Community Area and Ward (City of Chicago participants only), Municipality, Cook County Commissioner District, IL State House District, IL State Senate District, and US House District. These filters are contained in the “Geographic” section of the report filters.

12 Summary of First Services

Detailed Reports → Case Management Reports → Case Load – WIOA → WIOA → Summary of First Service

Select:



• Available Grants, if applicable, (NEG, IE, etc.)

• Case Manager Group: None Selected

• Assigned Case Manager: None Selected (Or you can click on “Select Me” link to get your own case load)


This report allows staff to monitor level and mixture of services provided to the individual. Click on the numbers (blue links) associated with a specific service category to open a sub-report with a detailed list of individuals that are enrolled in that service. This report displays the service description, service dates and completion status.




13 Training Related Placements

Replaced by report #8a

14 Quarterly Follow-up Status

Detailed Reports → Case Management Reports → Case Load → Quarterly Follow-up Status

Select:




• In the “Details of Follow Up” section, select your Month, Year, Follow Up Type & Record Status as desired. (Note for “Record Status” if you highlight all selections EXCEPT “Not Required” you filter out any customers with neutral exits for whom follow-up is not required.)

• In the “Case Assignment” section, select whether or not you want Contact Information included in the report.

Leave other filters at default Click Run Report

This report provides a list of all customers that have or need Quarterly Follow-up. It includes staff-reported Employment and Credentials earned in the quarter.

15 MOVED! Employer Services

See BSR-1 in the Business Services Reports section below.

16 MOVED! Job Orders See BSR-3 in the Business Services Reports section below.

17 Days Since Last Active Service

Detailed Reports → Case Management Reports → Case Load → Days since Last Active Service

Select:

• Program: Title I – Workforce Development (WIOA)

• Customer Group (as necessary)

• Office Location: select your Office (press Ctrl to select multiple offices)

• Days Since Last Active Activity – Leave as “None Selected”

• IMPORTANT: Exclude Activities Excluded from Soft Exit – Set to “YES” so that the report is based on ACTIVE services only.

Leave other filters at default Click Run Report

This report indicates the number of days since a service was entered for each Active customer. With the filters set as described, the report will base the number days on ACTIVE services only. If a customer has an open service he/she will not appear in the report – so be sure that you are closing your Same Day Services! (See “Open Same Day Services” report instructions above.)




18 On-Line Characteristics Use for Monthly Report: This report can also be used for Total Exits & Positive Exits (instead of report 6). To run for exiters, set the Enrollment Status to “Only Enrolled Applications that have Exited Within Date Range”.

Detailed Reports → Case Management Reports → Case Load WIOA → On-Line Characteristics

Select:

• Include Service/Activity Records: Leave set to “Yes” to see all services provided to each customer. Leave set to “No” if you just want to see each customer.

• Enrollment Status: Select the “pool” of customers that you want included. “Only Open, Active, & Enrolled Applications within Date Range” will be most similar to the Master Report.

• Date Range: Select as applicable

• Office: Select your office or offices

• Customer Group: Select as needed (none selected will include all customer groups)

Leave other filters as the default. Click Display Report

This report is similar to the IWDS Master List report. The top of the report provides a summary of cases. Below the summary is a list of all customers, their application & participation dates, the services they received, and their exit date and exit reason, if exited. NOTE: You can use this report to see any services without an Actual Begin date (“Activity Begin Date” is blank) or to see open Same Day Services (“Service” column indicates “Same Day Service” and “Activity End Date” is blank.)

19 Services without Actual Start Date

See Description in Report 18-On-line Characteristics OR Report 7-Services Provided Individuals above. Both of those reports can be used to see services without an Actual Start Date.

Services without an Actual Start Date do not show up on “Days Since Last Active Service” report and do not transmit to IWDS.

20 Services without Provider

See Description in Report 7-Services Provided Individuals above. That report can be used to see services without a Provider.

Services without a Provider do not transmit to IWDS.

21 Wage Reports Detailed Reports → Case Management Reports → Predictive → WIOA Section: 1. Employment Rate 2nd Quarter after Exit 2. Employment Rate 4th Quarter after Exit

Select these filters for either report:

• Program: WIOA

• Customer Group: select as desired; “None Selected” returns all customer groups

• Office Location: select your office(s)

• Date Range Type: Manual

• Date Range: Select as applicable Leave other filters as the default Click Display Report

These reports show Exiters’ status at 2nd or 4th quarter after exit. The report includes exit date and reason, employment status at exit, employment status at Q2 or Q4 after exit, supplemental and wage data at Q2 or Q4 after exit, and whether or not employment is training-related.




22 Measurable Skills Gains Use for Monthly Report: Reading / Math Gains (Bridge programs)

Detailed Reports > Case Management > Case Load > Measurable Skills Gain

Select:

• Program: Title I-Workforce Development (WIOA)

• Customer Group: Select as desired; keep as “None Selected” to return all customer groups

• Office Location: Select your office(s)

• Program Year: Select the desired program year. Remember that the program year is based on the Program Year start date of July 1. For example, for the period July 1, 2017 to June 30, 2018, select Program Year 2017.

Leave other filters as the default

Click Display Report

This report shows everyone who has achieved a Measurable Skills Gain, including the Educational Functional Level (EFL) Lit/Num

gain. The report will return a summary of total number of participants who have made each Skills Gain Type. Click on the blue number in the “Total Skill Gain” column for a list of participants that have made the skills gain.

23 Case Closure Use for Monthly Report: Advanced Training – where “Youth School Status at Exit” column = “In-school, post High School”

Detailed Reports > Case Management > Case Load > Case Closure Information

Select:


• Customer Group: Select as desired; keep as “None Selected” to return all customer groups

• Office Location: Select your office(s)

• Date Range: select as desired; the report will return all participants with a Closure date in the selected date range

Leave other filters as the default Click Run Report

This report includes information from the Case Closure screen (that is also used for exiting customers). Note that the “Youth School Status at Exit” column includes the school status for Adult & DW customers as well, if that data was entered on the Closure screen.

22a To get Co-enrollments that have been recorded in Career Connect (Career Connect Report)

Detailed Reports > Services Provided Individuals > Services section > List

Select:

• Program: Title I – Workforce Development (WIOA)

• Customer Group: Select as desired; leave as “None selected” for all customer groups

• Office: Select your office

• Activity / Service Code: Select 226 and 449 (hold down the CTRL key to select both service codes)

• Activity Completion Status: select “N/A” to return open 226/449 services; leave as “None Selected” to return all 226/449 services.

• Date Filter: Select “Actual Begin Date” and choose your desired date range. Leave other filters as the default Click Display Report

This report returns all customers who have the “Co-enrollment” service added in Career Connect. (Use report 22b to see all co-enrolled customers in IWDS.)




22b IWDS LWIA90 Co-enrollment Report

USE IWDS FOR THIS REPORT Staff Menu > Reporting Menu > Participant section > WIOA Co-enrolled in LWIA 90 Report

Select:

• Enter your desired served start and end dates (e.g. 07/01/2018 to 06/30/2019 to get all co-enrollees in the Program Year 2018).

• Select your desired report format (pdf, Excel, or Excel extended).

• Click “View Report”

This report displays all participants that are co-enrolled in both LWIA7 and LWIA90. The report will include 2 rows for each customer, one row with the LWIA 7 information and one row with the LWIA 90 information.

23a New Hire Query My Reports > Set Office filter at top of screen to “None Selected” > Shared Free Form SQL section > IWDS New Hire Jobs PY18 > Display Report

For detailed instructions on how to modify this report, see the “New Hire & Background Employment Data & Report” procedure on the ZenDesk site.

This is a custom query that pulls displays “New Hire” jobs imported from IDES/IWDS into the General Profile > Background section of Career Connect.

23b Background Employment Query

My Reports > Set Office filter at top of screen to “None Selected” > Shared Free Form SQL section > Background Employment PY18 > Display Report

For detailed instructions on how to modify this report, see the “New Hire & Background Employment Data & Report” procedure on the ZenDesk site.

This is a custom query that pulls displays all jobs entered in the General Profile > Background section of Career Connect. It includes “New Hire” jobs (report 23a).

24a IWDS WIOA Performance reports

For quarters not yet ended: IWDS > Staff Menu > Performance Management > Outcome-Preliminary(PostQtrWages not complete) For quarters ended, in the current Program Year: IWDS > Staff Menu > Performance Management > Outcomes YTD Mgrs(PostQtrWages firm) For prior Program Years: IWDS > Staff Menu > Performance Management > Outcomes-Final (PYs reported to DOL)

Select the following filters:

• LWIA 07-Chicago Cook Workforce Partnership

• Program Year – select the current program year (e.g. for July 1, 2018-June 30, 2019, select Program Year 2018)

• Program Quarter: select the desired program quarter: o Quarter 1 = July 1-Sept 30 o Quarter 2 = Oct 1-Dec 31 o Quarter 3 = Jan 1-March 31 o Quarter 4 = April 1-June 30

Click “Advanced Search” and select your Illinois workNet(TM) Center (Office). Click “View Outcomes” Click on the “Numerator/Denominator” button to see how many customers are in the denominator (included in the measure) and how many are in numerator (helping you meet the measure). Click on each Measure to see which customers are included in the Numerator for the measure.

These reports display your agency’s WIOA performance outcomes. They include each measure for each customer group, and whether your agency is Meeting, Exceeding, or Failing each measure. The report includes links to determine which customers are in the numerator for each measure (customers that are helping you meet the measure).




24b IWDS WIOA Performance Reports for Sector Centers

For quarters not yet ended: IWDS > Staff Menu > Performance Management > Outcome-Preliminary(PostQtrWages not complete) For quarters ended, in the current Program Year: IWDS > Staff Menu > Performance Management > Outcomes YTD Mgrs(PostQtrWages firm) For prior Program Years: IWDS > Staff Menu > Performance Management > Outcomes-Final(PYs reported to DOL)


• LWIA 07-Chicago Cook Workforce Partnership

• Program Year – select the current program year (e.g. for July 1, 2018-June 30, 2019, select Program Year 2018)

• Program Quarter: select the desired program quarter: o Quarter 1 = July 1-Sept 30 o Quarter 2 = Oct 1-Dec 31 o Quarter 3 = Jan 1-March 31 o Quarter 4 = April 1-June 30

Click “Advanced Search” Click “Find” to find/select the Sector Center Service Location Click “View Outcomes” Click on the “Numerator/Denominator” button to see how many customers are in the denominator (included in the measure) and how many are in numerator (helping you meet the measure). Click on each Measure to see which customers are included in the Numerator for the measure.

These reports display your agency’s WIOA performance outcomes. They include each measure for each customer group, and whether your agency is Meeting, Exceeding, or Failing each measure. The report includes links to determine which customers are in the numerator for each measure (customers that are helping you meet the measure).

25 NEW! Application Report (includes client contact info)

Detailed Reports > Case Load > Application


• Program: Title I-WIOA

• Customer Group: select as needed; leave as “none selected” for all customer groups

• Office: select as needed

• Application Status: o For active customers, select “Currently Enrolled” (See note.) o For applications in progress, select “Partial” or “Incomplete” o For completed applications with no Participation, select “Complete,

Not Enrolled o For Closed/Exited applications, select “Closed”

• Filter by Date: Application Date

• Date Range: select your desired date range NOTE: This report runs based on the Application Date. To get ALL of your active customers, use an “Active Cases” report to determine the oldest Application Date. When you run the Application Report, select “Currently Enrolled” as the Application Status and use the oldest Application Date as the “From” date.

The main use for this report is that it includes Participant contact information, including current address, eligibility address, email and main phone number.




26 NEW! Wage Changes for Program Exiters THIS REPORT CONTAINS PII. DO NOT SHARE IT OUTSIDE OF YOUR AGENCY.

Detailed Reports → Case Management Reports → Predictive → Wage Changes for Program Exiters

Select:


• Customer Group: select as desired; “None Selected” will return all customer groups

• Office: Select your desired office(s)

• Filter by Date: Exit Date

• Date Range: set for clients that exited during the date range Leave all other filters as default & click “Run”

This report show changes in wages from the first quarter prior to WIOA enrollment and quarters 1-4 after WIIOA exit. It includes:

• Exit date & exit reason

• Employment status at WIOA eligibility

• Employment status at exit

• Hourly Wages from the most recent job prior to WIOA enrollment (if job is available in the Background)

• Hourly wage at Exit (if employed at Closure/Exit)

• Hourly wages in Q1-Q4 after exit, if supplemental data has been entered

Note that Site Directors and Partnership staff will also see quarterly wage data for the quarter prior to WIOA participation and in Q1-Q4 after program exit. THIS DATA IS HIGHLY CONFIDENTIAL AND IS NOT TO BE SHARED.

27 NEW! WIOA Clients Missing Consent query

My Reports > Set Office filter at top of screen to “None Selected” > Shared Free Form SQL section > WIOA Participants Missing Consent (App Dates 07/01/2018 and Later) > Display Report

For detailed instructions on how to run this report, including how to edit the query for your office, see the “Client Consent” procedure on the Career Connect Help Desk site (https://workforceboard.zendesk.com/hc/en-us).

This is a custom query that displays WIOA clients who are missing the client consent in the General Profile. It includes both open and exited applications from 7/1/2018 and after.

https://workforceboard.zendesk.com/hc/en-us


2) BUSINESS SERVICES REPORTS



BSR-1 Employer Services Use for Monthly Report: Employers Served – use the number from the “Total Employers” column to get total employers served.

Detailed Reports → Services Reports → Services Provided Employer → by Office

Select:

• Region/LWIA: Chicago Cook Workforce Partnership

• Office Location: Select your office

• Filter by Date: Actual Date

• Date Range: select your desired date range Leave other filters at default

Click Display Report Click on the Office for a sub-report with a detailed listing of the employers served and the services provided to each employer.

The report displays a summary of total employers served and total services provided by office during the selected date range.

BSR-2 Employer Activities Current & Past Year Comparison

Detailed Reports → Services Reports → Services Provided Employer →by Current & Past Year Comparison

Select:

• Office Location: select your office

• Activity/Service Code: select a specific code or codes to compare the provision of specific services; leave as “None Selected” to compare on all services.

• Month/Year: select the month & year that you want to compare to the same month one year prior. (E.g. to compare Dec 2018 to Dec 2017, select Month: December and Year: 2018)

Leave other filters at default Click Display Report

This report compares services and job orders provided to an employer in a particular month/year with the same month one year earlier.

BSR-3 Job Orders Use for Monthly Report: Job Orders – filter by “Create Date”. Use the # in the “Total Job Orders” column.

Detailed Reports → Employer Reports → Job Order → by One Stop Location

Select:

• Office Location: select your Office (press Ctrl to select multiple offices)

• Filter by Date: select your desired date (e.g. Create Date, Active Date)

• Date Range: select your desired date range Leave other filters at default

Click Display Report Click on the Office for a sub-report with a detailed listing of the job orders.

The Job Order report displays a summary of total job orders and total openings by office during the selected date range.




BSR-4 Daily Jobs Formatted for Posting

Detailed Reports → Employer Reports → Job Order → Daily Jobs Formatted for Posting

Select:

• Office Location: Select your office if you ONLY want jobs posted by your office. Otherwise, leave as “None Selected” to return all jobs.

• IMPORTANT Staff Job Order Status: Open and Available (to get open positions only.)

Leave all other filters at default Click “Run Report”

This report provides a summary of job orders that is designed for posting. It includes the CC job order #, job title, job location, required experience, wages (if available), min. educational level, full-time vs. part-time, and driver’s license (DL) requirements. It does NOT include the employer name. Agencies can look-up the employer (if it’s not suppressed) in CC using the Job Order #.

BSR-5 Jobs by Industry Sector (NAICS)

Detailed Reports → Employer Reports → Job Order → by NAICS Industry Sector

Select:

• Office Location: Select your office if you ONLY want jobs posted by your agency; otherwise, leave as “None Selected” to return all jobs in the system.

• Staff Job Order Status: Select “Open and Available” to return only open jobs; leave as “None Selected” to return all jobs

• Filter by Date: select “Active Date” to see all jobs that were active during the selected date range.

• Date Range: select as desired. Leave all other filters as default Click “Run Report” Click on an Industry Sector to see a detailed list of all jobs within that Industry group.

This report returns a summary of jobs posted in each Industry Sector (2-digit NAICS code). It includes a link to job details for each sector.

BSR-6 Jobs by Occupation Group (O*NET)

Detailed Reports → Employer Reports → Job Order → by O*NET Occupation Group

Select:

• Office Location: Select your office if you ONLY want jobs posted by your agency; otherwise, leave as “None Selected” to return all jobs in the system.

• Occupation: Search for & select an ONET code if you want to see jobs within a specific occupation. Otherwise, leave blank to return all Occupation Groups.

• Staff Job Order Status: Select “Open and Available” to return only open jobs; leave as “None Selected” to return all jobs

• Filter by Date: select “Active Date” to see all jobs that were active during the selected date range.

• Date Range: select as desired. Leave all other filters as default Click “Run Report” Click on an Occupation Group (O*Net) to see all the jobs within the Occupation Group.

This report returns a summary of jobs posted in each Occupation Group (2-digit O*Net code). It includes a link to job details for each occupation group.




BSR-7 Job Order Summary Reports

Detailed Reports → Employer Reports → Summary section

There are 3 Job Order Summary reports that display the top 100 to 500 jobs in each report category:

• Top Job Positions by NAICS Industry Sector

• Top Job Positions by ONET Occupation Group

• Summary Job Order Details To run any of these reports use the following filters:

• Display Top: select the number you want to return

• Staff Job Order Status: select “Open & Available” to return only open jobs; otherwise, leave as “None Selected” to return all jobs

• County: select if you want to see the top jobs in a specific County; otherwise leave as “None Selected”

• City: type in the City name if you want to see the top jobs in a particular city; otherwise leave blank

• Zip Code: select a zip code to see all the jobs in a particular zip; otherwise leave as “None Selected”

• Filter by Status: Select “Active Date” to select all jobs active during the selected date range

• Date Range: Select as desired Leave all other filters as the default Click “Run Report”

Summary reports provide the top 100 to 500 jobs in each category. These reports can be filtered by County, City, or Zip to show top jobs in a geographic area.

BSR-8 Registered Employer List Detailed Reports → Registered Employer Reports → Employer section → List

Select:


• Filter by Date: Registration Date (the date the employer record was created in CC)

• Date Range: select your desired date range; to get ALL employers use 06/01/2015 as the “From” date and today’s date as the “To” date.

Leave all other filters as the default Click “Run Report”

This report provides a list of all employers, including employer name, primary contact name, city, and registration (create date). It also includes a “Map” link that allows you to map the employer’s primary location.




BSR-9 Various Registered Employer reports

Detailed Reports → Registered Employer Reports → Employer section

All the Registered Employer reports listed in the Description section can be run using the following filters: Select:


• Filter by Date: Registration Date (the date the employer record was created in CC)

• Date Range: select your desired date range; to get ALL employers use 06/01/2015 as the “From” date and today’s date as the “To” date.

Leave all other filters as the default Click “Run Report” Each report returns a summary list organized by the report category. To see the details for each category (e.g. each Assigned Office in the “by Assigned One Stop Location” report, click on the number in the “Total” column.

The reports available in the Employer section of the Registered Employers reports, return lists of employers grouped in various ways. The follow reports may be especially useful:

1. By Assigned One Stop Location: returns a summary list of the number of employers assigned to each office. (Remember – employers can be assigned to more than one office.)

2. By One Stop of Registration: Returns a

summary list of the number of employers registered (entered into Career Connect) by each office.

3. By Assigned Case Manager: Returns a

summary list of the number of employers assigned to each BSR (Case Manager). (Remember – employers can be assigned to more than one BSR.)

4. By County/Parish: Returns a summary list of the number of employers whose primary location is in each County.

5. By Zip Code: Returns a summary list of

the number of employers whose primary location is in each Zip code.

6. By Industry Sector: Returns a summary list of the number of employers in each industry sector (2-digit NAICS code).




BSR-10

Employer Contact Report Detailed Reports → Miscellaneous Reports → Contact → Employer Registration

Select:

• Office Location: Your office(s)

• Filter by Date/Date Range: o to find all employers associated with your Office, select “Registration

Completion Date” and a date range of 6/1/2015 to Today’s Date to get all employers.

o To find employers that have been served during a specific time period, select “Served Date” and your desired date range

• Other useful filters: o Use the filters in the “Geographic” section to find employers in a specific

County, City, Zip code, or Ward (City of Chicago only) o Use the Employer Industry Sector to find employers in a specific industry

Click “Run Report”

This report provides contact information for employers, including phone numbers and email address. Note that if the employer has multiple contacts in the system, all contacts will be included in the report.


3) EVENTS REPORTS



EV-1 Detailed Event List Detailed Reports → Attendance Reports → Event Scheduler → Detailed Event List

Select:

• Office Location: to select an event attached to a specific office; leave as “None Selected” for all offices

• Date Range: select the desired event date range

• Event Category: select to return events in a specific category (e.g. Job Fair); leave as “None Selected” for all event categories

• Event: Select a specific event to return that event only; otherwise leave as “None Selected”

Leave other filters at default


The report displays a list of events, including event name, date, category, and office.

EV-2 Detailed Attendance Tracking

Detailed Reports → Attendance Reports → Event Scheduler → Detailed Attendance Tracking

Select:

• Office Location: to select an event attached to a specific office; leave as “None Selected” for all offices

• Date Range: select the desired event date range

• Event Category: select to return events in a specific category (e.g. Job Fair); leave as “None Selected” for all event categories

• Event: Select a specific event to return that event only; otherwise leave as “None Selected”

Leave other filters at default


The report displays a list of attendees registered for each event, including event attendance status.

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