CBISA™ Reports
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For any CBISATM questions, contact Customer Support: (419)-885-4593 or [email protected]
Reports and Listings Module
Instructions for Creating Reports
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
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*The Needs Reports menu is only available in CBISA PlusTM. The rest of the report menus are available in CBISA OnlineTM and CBISA PlusTM.*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.
Reports and Listings Module
Instructions for Creating Reports
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.
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Reports and Listings Module
Instructions for Creating Reports
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.
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Printer Icon
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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
Report Terms and Their Locations
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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
Report Terms and Their Locations
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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
Report Terms and Their Locations (Continued)
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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
Report Terms and Their Locations (Continued)
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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
Report Terms and Their Locations (Continued)
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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
Report Terms and Their Locations (Continued)
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Menu I
Menu I #1 – Programs Detail
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Menu I #2 – Program Detail Full
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Menu I #3 – Selected Categories – Summary
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Menu I #4 – Selected Categories – Detail
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Menu I #5 – Selected Departments
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This report can be run for “Living in Poverty” (or substituted term) or for the “Broader Community”.
Menu I #6 – Programs Targeted For…
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Menu I #7 – All Outcomes Including Linkages
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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).
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Menu I #9 – Elements of Cost
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Menu I #10 – Elements of Offsetting Revenue
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Menu I #11 – Comparative Trend
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Menu I #12 – Comparative Trend - Reversed
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Menu I #13 – Selected Formats
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Menu I #14 – Selected Settings
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Menu I #15 – Selected Ages
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Menu I #16 – Selected Genders
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Menu I #17 – Selected Special Needs
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Menu I #18 – Selected Counties
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Menu I #19 – Selected Healthy Community Goals
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Menu I #20 – Sel. User Defined Codes - Programs
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Menu I #21 – Sel. User Defined Codes – Occurrences
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Menu I #22 – Programs with Collaborators
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Menu II
Menu II #1 – Programs with Revenues
This report can be run for “All”, “Foundation/Fundraising”, “Grants/Support”, “Fees”, “Other” or “Additional”.
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This report can be run for “Salary Expenses”, “Purchased Services”, “Supplies”, “Other Direct Expenses”, or “Indirect Expenses”.
Menu II #2 – Programs with Expenses
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Menu II #3 – High Impact Programs
Note: The input parameters for this report are customizable.
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Menu II #4 – Costly Programs
Note: The input parameters for this report are customizable.
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Menu II #5 – Low Cost Programs
Note: The input parameters for this report are customizable.
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Menu II #6 – Low Cost-High Impact Programs
Note: The input parameters for this report are customizable.
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Menu II #7 – Programs Ranked by…
This report can rank by “Benefit”, “Persons Served”, “Staff Hours”, “Volunteer Hours”, and other numeric inputs and outputs.
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Narrative Reports
Narrative #1 – Selected Keywords
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Narrative #2 – Selected Subjects
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Narrative #3 – Selected Departments
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Narrative #4 – Pending Entries
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Narrative #5 – All Narratives Including Linkages
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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).
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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.
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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).
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Complete Summaries #3 – Executive Summary
Note: You may choose to include or exclude non-Community Benefit financial services (such as Medicare and Bad Debt).
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Complete Summaries #4 – Executive Summary – 3 Year Comparative
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Complete Summaries #5 – Executive Summary Detail – 3 Year Comparative
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Complete Summaries #6 – Summary of Community Services
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Complete Summaries #7 – Summary by Category
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Complete Summaries #8 – Summary - Selected Departments
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Complete Summaries #9 – Summary - Targeted
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Complete Summaries #10 – Summary by Month
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Complete Summaries #11 – Direct & Indirect Expense by Category
Control Listings
Control Listings #1 – Occ. – Selected Programs/Categories
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Note: You may run this report with Occurrences sorted according to Programs or Categories.
Control Listings #2 – Occ. – Selected Departments
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Control Listings #3 – Occ. – Selected Users
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Control Listings #4 – Occurrences – Sorted by Department for Program
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Report coming soon. This slide is a placeholder.
Control Listings #5 – Occurrences with Notes
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Control Listings #6 – Occ. – Elements of Cost
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Control Listings #7 – Occ. – Salary Expense Detail
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Report coming soon. This slide is a placeholder.
Control Listings #8 – List of Programs
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Control Listings #9 – Occurrences Due
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Control Listings #10 – Pending Occurrences
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Control Listings #11 – Program Contacts…
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Control Listings #12 – Occ. – Restricting Offsetting Revenue
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Control Listings #13 – Occ. – Indirect Cost
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Control Listings #14 – Outcomes – Selected Programs
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IRS Form 990 Schedule H
IRS 990H #1 – Part I Item 7
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IRS 990H #2 – Part II
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IRS 990H #3 – Worksheet 1 Financial Assistance
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IRS 990H #4 – Worksheet 2 Ratio of Patient Care Cost to Charges
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IRS 990H #5 – Worksheet 3 - Medicaid
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IRS 990H #6 – Worksheet 3 – Other Means-Tested
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IRS 990H #7 – Worksheet 4 Comm. Health Improvement & Operations
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IRS 990H #8 – Worksheet 5 Health Professions Education
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IRS 990H #9 – Worksheet 6 Subsidized Health Services
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IRS 990H #10 – Worksheet 7 Research
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IRS 990H #11 – Worksheet 8 Cash & In-Kind Contributions
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IRS 990H #12 – Bad Debt Worksheet - Cost
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IRS 990H #13 – Bad Debt Worksheet – Statement 15
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IRS 990H #14 – Worksheet – Medicare Part III
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IRS 990H #15 – IRS Questions – Part I
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IRS 990H #16 – IRS Questions – Part III
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IRS 990H #17 – IRS Questions – Part VI
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IRS 990H #18 – Joint Venture
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IRS 990H #19 – Reconciliation
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IRS 990H #20 –Subsidized Health Services List
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Other Reports
Other Reports #1 – Users
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Other Reports #2 – Appendix D
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Other Reports #3 – IPM’s
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Other Reports #4 – Reporting Unit Defaults
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Other Reports #5 – Department List
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Other Reports #6 – Attachments
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Other Reports #7 – Programs Inventory
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Report coming soon. This slide is a placeholder.
Partnership Reports
Partnership Reports #1 – Partnerships – Selected Programs
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Partnership Reports #2 – Partnerships – Selected Narratives
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Partnership Reports #3 – Partnerships – Selected Outcomes
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Partnership Reports #4 – Partnerships – Selected Areas of Interest
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Partnership Reports #5 – Directory of Partnerships
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Needs Reports*only available in CBISA PlusTM
Needs Reports #1 – Directory of Needs
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Needs Reports #2 – Prioritized Needs
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Needs Reports #3 – Needs – Comprehensive (All Linkages)
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Needs Reports #4 – Needs – Linked Partnerships
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Needs Reports #5 – Needs – Linked Programs with Occurrences
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Needs Reports #6 – Needs – Linked Narratives
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Needs Reports #7 – Needs – Linked Outcomes
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Needs Reports #8 – Needs Cross-References to HP2020
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Needs Reports #9 – Needs Not Linked to a Program
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Needs Reports #10 – Programs Not Linked to a Need
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