Creating Custom Forms & Reports

1. Creating Custom Forms & Reports OnCorps Reports™ Customer Examples

2. Customize Your Program’s Timesheets We offer several versions to select from—contact our help desk to set up your template before your new program year begins!

3. Timesheet Format “A” Version A: StandardIndividual programs can customize sub-categories in service and training. Members “key-in” hours, system calculates daily and timesheet totals.

4. Timesheet Format “B” Version B: Time In /Time Out + Mileage Key-in time in/out (8:30) in subcategories Programs can customize subcategories Key in mileage, or don’t include (option) System calculates mileage

5. Timesheet Format “C” Version C: “Time In/ Time Out--- w/Lunch Includes pull-downs menus for hours and “service” categories—programs can customize categories. Time calculates automatically. Comments at bottom of page only. System can deduct lunch minutes from total—or not. Up to three time in/time outs per day.

6. Timesheet Format “C” Version C, cont. “Time In/ Time Out--- w/Lunch Programs/states can determine customizable categories, and subcategories

7. Timesheet Format “D” Version D: VISTA and STAFF Timesheets

8. Timesheet Format “E” Version E, “Time In/ Time Out” with description lines each day. Programs/states determine subcategories

9. Custom Member Reports> Direct Service reports filed by Members> Collect Performance Measure data unique to your program

10. Custom Dashboard Reports> Combine data from multiple reports> Aggregates Performance Measure data unique to your program> Quick on-screen report, with links to full reports and narratives

11. Volunteer Dashboard Pulls hours from member time sheets and combine with volunteer mobilization reports-- to create “dashboard” view.

12. Timesheet Formats Version D: VISTA and STAFF Timesheets

13. VISTA “Days Off” Dashboard Pulls hours from VISTA timesheets -- and compares with “days off” allocated in Member Record.

14. Hours & Enrollment Dashboard Pulls hours from time sheets – combines with member’s “status” from Member Record, and then totals. ** Needed for Fixed Grant Financial reporting.

15. Member Service Reports Member submits (customize the service categories as needed) Program Director runs aggregate report, filtered by Date (totals at bottom)

16. Member Training Report Member submits.(customize service categories as needed) Program Director runs aggregate report, filtered by Date

17. Volunteer Reports Program Director completesmonthly report…*form pulls data from member timesheets Staff /Admin runs aggregate report

18. Member Volunteer Reports Member submitstheir monthly report… Program Director runs an aggregate member report

19. VISTA Volunteer Reports VISTA VAD Reports: submitted by members or supervisors, approved by Program Directors

20. Beneficiary Assessments> Assessments filed by Members or Supervisors> Collect Performance Measure data unique to your program> Collect data for non-CNCS funders

21. Client Assessment Report Member logs data for each client or class of clients they serve Program Director runs aggregate report, can see results across members, or “by member”

22. Student Assessment Report Member logs “minutes tutored” for each student weekly Program staff runs report that shows totals-- combined with demographic data pulled from student records

23. Student Assessment Report Member logs daily progress, supervisor and program director can view by Member, by Student, by Date.

24. Student Assessment Report Members enters data for each student; supervisor approves. * Run Report on next screen

25. Student Assessment Report Ad Hoc Reporting Tools: Program Director can set variables, then run a report… *Final Report on next screen

26. Student Assessment Report Report returns student data-- filtered as needed. Can be exported to Excel.

27. Custom Program Progress Reports> Filed by program directors, members or supervisors> Collect Performance Measure data unique to your program

28. Monthly Program Report Program Directors or Supervisors submit monthly report. ** This report has 7 sections, this shows “Community Impacts”. See Next slide for Report

29. Monthly Program Report Program Admin/Staff can run an aggregate report that combines all member data into one report.

30. Rate (Star*) Narrative Reports Program Director or Admin/Staff user can rate reports on a scale of 1-5 stars, then sort by stars to see “best reports”

31. Custom Financial Reports> Pull data from other income or expense reportsin OnCorps> Collect and aggregate State or Funder specific income or expense information

32. Custom Expense Report Member or Supervisor submits, Program Director approves

33. Cash Request Form Program Directors submit; Admin/ Staff approves. Can aggregate this report to track all reimbursements.

34. Payment Approval Report Program Director submits, Admin/Staff approves

35. Program Match Report Program Director submits, Staff/admin approves

36. Cost Factors • How complex are the forms, i.e. number of fields, calculations required? • Approvals needed? At what user level(s)? • Does report aggregate data? • Does report pull data from other records or reports? • Do students or clients need to have their own records in OnCorps? • Does the database need to match members with specific students or clients? • Does the report pull data from prior years? • Is the custom form or report similar to others in our system?

37. Ordering Custom Forms • Send a request to the help desk, attach any files or currently used forms to help us understand what you need. • Our project team collects specifications and requirement, documents the discussions between you and us. • Our technical team completes discovery, so we know what the project will take. * More complex projects may incur a discovery charge. • Project Manager coordinates proposal and estimate, sends to customer for review. • Contract is approved by customer, work begins following contract acceptance.