OAC Reports Committee

1. OAC Reports Committee Data Elements and Statistics pulling all of the pieces together

2. OAC Reports Committee A topic that has been mentioned at the 2006 Annual Meeting, repeatedly in our monthly activity reports and most recently at the User Group meeting was a discussion on the Reports provided by the DMS Professional Suite.  During the User Group meeting we recruited a new OAC Committee to assist CPR with Reports, below is a list of that committee. OAC Reports Committee

3. OAC Reports Committee We sent out several documents with this PowerPoint that we will be referring to during this call. It will be very helpful for you to have them for review during this call. NFCC Quarterly Survey OAC Report Committee Consensus OAC Reports Committee

4. OAC Reports Committee CPR needs this committee for several tasks: First - CPR needs to make sure our reports are accurate and sometimes that requires an agreed upon definition of the data elements we are compiling. Just for an example: Please add Income to this report. Which income? Net? Gross? Sum of Net + alternative for the Applicant? Do you want Applicant and Co –Applicant? If we do not get a “Standard Definition” you now have a “custom” report for that agency that wants to see one specific item in a specific way. Request from CPR: Each member please submit reports they are concerned about the accuracy of the report output. Please provide details. OAC Reports Committee

5. OAC Reports Committee Second- Help CPR designate the top ten items you as managers would like to see incorporated into either one or two reports or a summary report. Third - Assistance with the NFCC Quarterly Survey – Kate will be attending a meeting with the NFCC on September 19th. Fourth – Assistance with the HUD CARS requirements for new reports you would like to see with the new data elements we are adding Fifth - Define the reports requirements first and work backwards to the screens and user workflow. Sixth - We need to define and communicate what data is reported LIVE verses what data is archived into a data warehouse. September 14, 2007 OAC Reports Committee 5

6. 4200 Reports in Source Safe CPR uses Microsoft Source Safe as a tool to keep track of all reports. • CPR currently has over 4200 Reports in Source Safe • The Base folder we call DMS Reports today has 795 different letters, forms and reports • Each agency has their own customized folder OAC Reports Committee

7. CPR’s Source Safe OAC Reports Committee

8. Current Tools available to you today to find the right report • 1.) CPR Web Site has two lists that are currently updated and posted. • Standard List of Reports which is 21 pages – provides you a list of our 410 standard reports sorted in two different ways to make it easy to use. Sorted by Report Name and Sorted by Report Folder. Both lists provide you with the name of the report, the file folder CPR normally places the report in, a definition of what the report provides and a guideline for when you should run the report. • B. Where To Find Information Needed by Agency Management which is five pages– provides a list of reports broken down in to these specific areas: OAC Reports Committee

9. Current Tools available to you today to find the right report 2.) CPR Web site www.cprops.com What’s New Section also has a list that you can view from the web by each folder, which servers as a quick tool for viewing the list of standard reports by each folder in the DMS Templates. OAC Reports Committee

10. Current Tools New Report Control Manager I. Upgrading from Crystal Reports 8.5 to XI caused CPR to change the structure of how we are going to provide new report templates to the members and give them a better tool in order to manage and run reports. a. How to control by security group I. Upgrading from Crystal Reports 8.5 to XI caused CPR to change the structure of how we are going to provide new report templates to the members and give them a better tool in order to manage and run reports. a. How to control by security group September 14, 2007 OAC Reports Committee 10

11. Current Tools New Report Control Manager b. Designate what reports you can change or customize and which ones are considered as CPR standard system reports (Agencies can always copy an existing report and make their own changes – however this becomes the agency’s responsibility for their own changed and customized reports) c. How to update the standard reports, and how keep up with your customized reports and emailed versions • II. New Report layout in solutions • How to run the reports • b. What you see with certain security settings September 14, 2007 OAC Reports Committee 11

12. Current Tools New Report Control Manager II. New Report layout in solutions a. How to run the reports b. What you see with certain security settings I. Upgrading from Crystal Reports 8.5 to XI caused CPR to change the structure of how we are going to provide new report templates to the members and give them a better tool in order to manage and run reports. a. How to control by security group September 14, 2007 OAC Reports Committee 12

13. Future Tools • Newsgroup Blog hosted on CPR’s Web Site • Each Agency can control the access to this section • Ability to ask other agencies about reports, SQL queries and other questions about reports. DMS Professional Suite Re-write - In preparation for the DMS Professional Suite rewrite we will look toward the OAC Reports committee to help us define the reports requirements first and work backwards to the screens and user workflow. September 14, 2007 OAC Reports Committee 13

14. Report Wizards One idea we would like to put forward is building on the existing DMS Products Reports Designer. However we would like to make it significantly easier than it is currently. For Example: What would you like to do? Wizard Step 1: Query Options □         Create New Query □         Edit Existing Query □         Delete Existing Query September 14, 2007 OAC Reports Committee 14

15. Report Wizards What Data Element do you want to see? Wizard Step 2: Choose One Group □         Discontinued DMP Clients Only (SC, SA, NP, BK, DC) □         Active DMP Clients Only (A, AR) □         Appointment Clients Only □         HUD Housing Clients Only □         Creditors Only September 14, 2007 OAC Reports Committee 15

16. Report Wizards Wizard Step 3: Choose Fields to Compare Values September 14, 2007 OAC Reports Committee 16

17. Report Wizards Wizard Step 4: Choosing Order of Output Choose output in order that it appears L to R. (like Show Fields) Default fields used for comparisons. September 14, 2007 OAC Reports Committee 17

18. Report Wizards Wizard Step 5: Organizing Data September 14, 2007 OAC Reports Committee 18

19. Report Wizards • Wizard Step 6: Save & Copy • □               Exit without save • □               Save Query to Name With Values (for Later Re-execution) • □               Save Query to Name Without Values (for Later Editing & Execution) • □               Copy Query to New Name September 14, 2007 OAC Reports Committee 19

20. NFCC Quarterly Survey Area of Concern 1- The categories requested by state – there are eight different categories. The categories by Channel Mix are just five which are also included in the 8 categories by state: So the  Initial Financial Counseling, Initial HUD Approved Counseling, HUD AARP HECM Counseling, Pre-Filing Bankruptcy Counseling and Pre-Discharge Bankruptcy Counseling Education should match the counts by state columns. The problem that we see is that our members do not just have these five or eight categories. Agency A may have seven Agency B may have 12 Agency C has 15 and Agency D has 17  Case in point: Agency Feedback -  We only combined the service type names to fit into the four categories requested by the NFCC. FCO,  Housing, Pre-Filing , and Pre-Discharge.  In my mind, if it is not a BK or Housing service type it should be counted as financial counseling. All CPR can do is provide to tour agencies is their exact “counts”  by state by (Service Types by CPR member terms). We are currently providing counts by states by “interview method” – Face to Face, Phone, Internet, Mail . The problem comes in when the agency must “ massage the data” to try an pigeon hole all their different “Service Types” and decide what to add  up to what OAC Reports Committee

21. NFCC Quarterly Survey Area of Concern 2 -Counting Housing Appointments is one of CPR concerns, this is a training issue not an NFCC issue. Case in point: CPR’s Concern - We have seen agencies make the appointment for March 1 then for some reason, the housing data goes in after that date.  When the agency tries to "tie" the housing program data to the appointment data using the appointment date and the date seen, they can and will lose counts.  Agency Feedback: It was my understanding that the housing screen had to be completed on the day of service or issues such as this would arise. This may need to be stressed or even noted on the report. Is this an issues for your agencies? And can it be addressed with training or can you propose another way? OAC Reports Committee

22. NFCC Quarterly Survey Area of Concern 3 -Another issue is regarding Fees and Applicant and Co-Applicant CPR Concern: Right now we are just summing fees by fee type.  If a client is charged twice for the same fee (not sure why that would happen, maybe someone can give me an example) then the client is counted twice.  Agency Feedback: I think the biggest issue here is that the fees are broken down very differently than what is requested on the NFCC report. We show fees on the CPR report that we do not charge.  CPR Concern: As to the co-applicant being counted in the clients charged fees?    Agency Feedback: I believe the issue here was that some sections that require co-applicant counts and some do not. CPR Concern: Another question we have is whether we should be counting the co-applicant just because they exist.  Please give us your feedback - what do you think? Agency Feedback: The co-applicant should not be counted in this scenario, fees are considered by session. CPR Concern: Version 4.2 is the first opportunity we could count both clients for workshop scheduling.  Counting co-apps would make the counseling figures look higher. Agency Feedback: You is absolutely correct, I am not sure if we are to count the co-applicant here or not and I'm pretty sure we are or not. CPR reports Fees Charged, Fees Paid and Recurring Client Fees, they are just not broken down by fee type,  i.e. financial counseling, housing counseling, Pre-filing, Pre-Discharge and DMP Set Up, the CPR report does not include how many had waivers.   Our numbers are pretty close. OAC Reports Committee

23. Reports to discuss Report 1 - Demographic Counts of Clients Counseled Report Questions for clarification. Please look at the OAC Report Committee Consensus document provided by CPR. Report 2 – 4 Three Reports to discuss OAC Reports Committee

24. Homework Accuracy for CPR Reports Lets first approach problem reports and fix the known issues or better define exactly what the report is providing at what the time the report is being pulled. Request from CPR: Each committee member please submit reports they are concerned about the accuracy of the report output. Please provide details, we need more than this report is wrong. Other Items: OAC Reports Committee