Disaster Recovery Grant Reporting System Training for DR CDBG Users - - PowerPoint PPT Presentation

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Disaster Recovery Grant Reporting System Training for DR CDBG Users - - PowerPoint PPT Presentation

Jan 20, 2024 266 likes •596 views

Part 2 Admin Action Plans Drawdown QPR Reports Grants Disaster Recovery Grant Reporting System Training for DR CDBG Users 1 Admin Action Plans Drawdown QPR Reports Grants DRGR Reports The Optional Module Standard Reports

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Disaster Recovery Grant Reporting System Training for DR CDBG Users

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Admin Action Plans Drawdown QPR Reports Grants

Part 2

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DRGR Reports

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Admin Action Plans Drawdown QPR Reports Grants

The Optional Module Standard Reports Modifying/Saving Reports Public Reports

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Reports

  • Purpose:

– Reports provide a relatively quick and easy way of accessing the most up-to-date information in DRGR related to user accounts, obligations and drawdowns, report status, etc.

  • HUD FO:

– Examine financial information and user account info – Determine AP/QPR review status.

  • Grantee:

– Examine financial information and user account info – Determine AP/QPR status.

Which reports you can access will vary based on the type of account you have. It is a purely OPTIONAL module.

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Admin Action Plans Drawdown QPR Reports Grants

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Accessing Reports

1. 2. 3. OR

Admin Action Plans Drawdown QPR Reports Grants

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Public vs. Standard Reports

  • Public Report: Interactive charts and graphs

showing progress by grants, activity category

  • r grantee projects. Contain any shared

reports that can be accessed by all users.

  • Standard Reports: Data files like spreadsheets

used for tracking and quality control often containing data at the activity level. More commonly used by grantees.

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Admin Action Plans Drawdown QPR Reports Grants

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Standard Reports

  • Administrative Reports

– User information – Action Plan/QPR status

  • Financial Reports

– Budgets – Disbursements – Cumulative financial data

  • Performance Reports

– Beneficiary measures

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Admin Action Plans Drawdown QPR Reports Grants

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Standard Reports: Admin

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Admin Action Plans Drawdown QPR Reports Grants

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Standard Reports (Admin Rept04b)

Admin Action Plans Drawdown QPR Reports Grants

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Standard Reports: Financial (Fin)

Admin Action Plans Drawdown QPR Reports Grants

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Standard Reports: Financial (Fin Rept07b)

Admin Action Plans Drawdown QPR Reports Grants

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Standard Reports: Performance (Perf)

Admin Action Plans Drawdown QPR Reports Grants

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Standard Reports: Performance (Perf Rept01)

Admin Action Plans Drawdown QPR Reports Grants

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Modifying Reports

Common modifications users perform:

  • Move and Sort Columns
  • Grouping Columns
  • Adding Filters

Three ways to modify reports:

  • 1. Use the ribbon (below)
  • 2. Drag objects
  • 3. Right click over the object for different options

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Export to Excel

  • r PDF

Subscribe Swap Rows & Columns Change Styles

Admin Action Plans Drawdown QPR Reports Grants

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Modifying Reports: Moving Columns

Admin Action Plans Drawdown QPR Reports Grants

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Modifying Reports: Sorting Columns

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Admin Action Plans Drawdown QPR Reports Grants

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Modifying Reports: Sorting Columns

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Admin Action Plans Drawdown QPR Reports Grants

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Modifying Reports: Creating a Filter

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Modifying Reports: Creating a Filter

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Admin Action Plans Drawdown QPR Reports Grants

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Modifying Reports: Grouping Columns (Example: Activity #)

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Admin Action Plans Drawdown QPR Reports Grants

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Modifying Reports: Grouping Columns (Example: Activity #)

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Admin Action Plans Drawdown QPR Reports Grants

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Modifying Reports: Grouping Columns (Example: Organization)

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Modifying Reports: Grouping Columns (Example: Organization)

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Admin Action Plans Drawdown QPR Reports Grants

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Modifying Reports: Grid and/or Graph

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Admin Action Plans Drawdown QPR Reports Grants

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Saving Reports: ‘My Reports’

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Admin Action Plans Drawdown QPR Reports Grants

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Saving Reports: History List

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Admin Action Plans Drawdown QPR Reports Grants

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Subscribing to Reports

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Admin Action Plans Drawdown QPR Reports Grants

  • 1. Click on link under

report title

  • 2. Select ADD

SUBSCRIPTION

  • 3. Specify frequency

for the report

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Exporting Reports

  • When to Export

– When selecting the report (only access to one grant) – After modifying the report

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Admin Action Plans Drawdown QPR Reports Grants

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Exporting Reports to Excel

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Admin Action Plans Drawdown QPR Reports Grants

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Accessing Public Reports

1. 2. 3.

Admin Action Plans Drawdown QPR Reports Grants

4. OR

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Public Reports: Financial Update Dashboards

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Public Reports: Quarterly Disbursements Analysis

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Public Reports: How to Save

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Admin Action Plans Drawdown QPR Reports Grants