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:

You can also view past Spending and Coaching that has already been "Billed to Funder" with the reports below! 

NOTE: If you need new reports created to help you see ONLY information from these new CSQI-Targeted and CSQI-Expanded funding, please contact!