CBISA™ Reports Use “enter” on your keyboard, or click your left mouse button to move through the screens For any CBISA TM questions, contact Customer Support:

CBISA™ Reports

Use “enter” on your keyboard, or click your left mouse button to move through the screens

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

©Lyon Software, 2013

*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.



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.




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.


Printer Icon

Export Icon

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


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


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)


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



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



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



Menu I

Menu I #1 – Programs Detail


Menu I #2 – Program Detail Full


Menu I #3 – Selected Categories – Summary


Menu I #4 – Selected Categories – Detail


Menu I #5 – Selected Departments


This report can be run for “Living in Poverty” (or substituted term) or for the “Broader Community”.

Menu I #6 – Programs Targeted For…


Menu I #7 – All Outcomes Including Linkages


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).


Menu I #9 – Elements of Cost


Menu I #10 – Elements of Offsetting Revenue


Menu I #11 – Comparative Trend


Menu I #12 – Comparative Trend - Reversed


Menu I #13 – Selected Formats


Menu I #14 – Selected Settings


Menu I #15 – Selected Ages


Menu I #16 – Selected Genders


Menu I #17 – Selected Special Needs


Menu I #18 – Selected Counties


Menu I #19 – Selected Healthy Community Goals


Menu I #20 – Sel. User Defined Codes - Programs


Menu I #21 – Sel. User Defined Codes – Occurrences


Menu I #22 – Programs with Collaborators


Menu II

Menu II #1 – Programs with Revenues

This report can be run for “All”, “Foundation/Fundraising”, “Grants/Support”, “Fees”, “Other” or “Additional”.


This report can be run for “Salary Expenses”, “Purchased Services”, “Supplies”, “Other Direct Expenses”, or “Indirect Expenses”.

Menu II #2 – Programs with Expenses


Menu II #3 – High Impact Programs

Note: The input parameters for this report are customizable.


Menu II #4 – Costly Programs



Menu II #5 – Low Cost Programs



Menu II #6 – Low Cost-High Impact Programs



Menu II #7 – Programs Ranked by…

This report can rank by “Benefit”, “Persons Served”, “Staff Hours”, “Volunteer Hours”, and other numeric inputs and outputs.


Narrative Reports

Narrative #1 – Selected Keywords


Narrative #2 – Selected Subjects


Narrative #3 – Selected Departments


Narrative #4 – Pending Entries


Narrative #5 – All Narratives Including Linkages


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). The Classified Summary differs from the Unclassified Summary in that it separates out totals for the Living in Poverty and the Broader Community.


Complete Summaries #2 – Complete Summary - Classified



Complete Summaries #3 – Executive Summary



Complete Summaries #4 – Executive Summary – 3 Year Comparative


Complete Summaries #5 – Executive Summary Detail – 3 Year Comparative


Complete Summaries #6 – Summary of Community Services


Complete Summaries #7 – Summary by Category


Complete Summaries #8 – Summary - Selected Departments


Complete Summaries #9 – Summary - Targeted


Complete Summaries #10 – Summary by Month


Complete Summaries #11 – Direct & Indirect Expense by Category

Control Listings

Control Listings #1 – Occ. – Selected Programs/Categories


Note: You may run this report with Occurrences sorted according to Programs or Categories.

Control Listings #2 – Occ. – Selected Departments


Control Listings #3 – Occ. – Selected Users


Control Listings #4 – Occurrences – Sorted by Department for Program


Report coming soon. This slide is a placeholder.

Control Listings #5 – Occurrences with Notes


Control Listings #6 – Occ. – Elements of Cost


Control Listings #7 – Occ. – Salary Expense Detail



Control Listings #8 – List of Programs


Control Listings #9 – Occurrences Due


Control Listings #10 – Pending Occurrences


Control Listings #11 – Program Contacts…


Control Listings #12 – Occ. – Restricting Offsetting Revenue


Control Listings #13 – Occ. – Indirect Cost


Control Listings #14 – Outcomes – Selected Programs


IRS Form 990 Schedule H

IRS 990H #1 – Part I Item 7


IRS 990H #2 – Part II


IRS 990H #3 – Worksheet 1 Financial Assistance


IRS 990H #4 – Worksheet 2 Ratio of Patient Care Cost to Charges


IRS 990H #5 – Worksheet 3 - Medicaid


IRS 990H #6 – Worksheet 3 – Other Means-Tested


IRS 990H #7 – Worksheet 4 Comm. Health Improvement & Operations


IRS 990H #8 – Worksheet 5 Health Professions Education


IRS 990H #9 – Worksheet 6 Subsidized Health Services


IRS 990H #10 – Worksheet 7 Research


IRS 990H #11 – Worksheet 8 Cash & In-Kind Contributions


IRS 990H #12 – Bad Debt Worksheet - Cost


IRS 990H #13 – Bad Debt Worksheet – Statement 15


IRS 990H #14 – Worksheet – Medicare Part III


IRS 990H #15 – IRS Questions – Part I


IRS 990H #16 – IRS Questions – Part III


IRS 990H #17 – IRS Questions – Part VI


IRS 990H #18 – Joint Venture


IRS 990H #19 – Reconciliation


IRS 990H #20 –Subsidized Health Services List


Other Reports

Other Reports #1 – Users


Other Reports #2 – Appendix D


Other Reports #3 – IPM’s


Other Reports #4 – Reporting Unit Defaults


Other Reports #5 – Department List


Other Reports #6 – Attachments


Other Reports #7 – Programs Inventory



Partnership Reports

Partnership Reports #1 – Partnerships – Selected Programs


Partnership Reports #2 – Partnerships – Selected Narratives


Partnership Reports #3 – Partnerships – Selected Outcomes


Partnership Reports #4 – Partnerships – Selected Areas of Interest


Partnership Reports #5 – Directory of Partnerships


Needs Reports*only available in CBISA PlusTM

Needs Reports #1 – Directory of Needs


Needs Reports #2 – Prioritized Needs


Needs Reports #3 – Needs – Comprehensive (All Linkages)


Needs Reports #4 – Needs – Linked Partnerships


Needs Reports #5 – Needs – Linked Programs with Occurrences


Needs Reports #6 – Needs – Linked Narratives


Needs Reports #7 – Needs – Linked Outcomes


Needs Reports #8 – Needs Cross-References to HP2020


Needs Reports #9 – Needs Not Linked to a Program


Needs Reports #10 – Programs Not Linked to a Need


Lyon Software…striving to make social accountability reporting a streamlined process…

Documents

CBISA™ Reports Use “enter” on your keyboard, or click your left mouse button to move through the screens For any CBISA TM questions, contact Customer Support: