Most existing reports won’t need to change to accommodate this new funding, they will simply show all records since the beginning of the fiscal year on July 1, 2020, including previous CSQI and HSQI.
That being said, if you need to differentiate between the "old" and "new" expenses and coaching within the same Funding Stream, we made a few reports to help with this:
See the full guide to this process here: Step by Step Monthly Reconciliation Process
Reports in Sugar you may find helpful:
- #! CSQI Reconciled Spending Report (shows ALL CSQI Spending, including from before this new funding started)
- #! CSQI-Targeted Reconciled Spending (only shows Spending records that are part of this new Targeted funding)
- #! CSQI-Expanded Reconciled Spending (only shows Spending records that are part of this new Expanded funding)
- #! CSQI GAE Reconciled Coaching Report (shows ALL CSQI Coaching, including from before this new funding started)
- #! CSQI-Targeted Reconciled Coaching (only shows Coaching detail records that are part of this new Targeted funding)
- #! CSQI-Expanded Reconciled Coaching (only shows Coaching detail records that are part of this new Expanded funding)
- #! Requisitions Quick View (shows ALL CSQI and HSQI 21 requisitions, but you can see if the Provider participated in the "new" Funding by looking for a check mark in the "Targeted/Expanded" field. Be sure to check the "Funding Stream Abbreviation" (either CSQI21 or HSQI21) to see all Programs who have participated.
You can also view past Spending and Coaching that has already been "Billed to Funder" with the reports below!
- #! Past Billing Cycle - Spending (shows all Past Spending that has already been Billed to OEC)
- #! Past Billing Cycle - Coaching (shows all Past Coaching that has already been Billed to OEC)
NOTE: If you need new reports created to help you see ONLY information from these new CSQI-Targeted and CSQI-Expanded funding, please contact support@ecconnectcolorado.org!