Disaster Recovery Grant Reporting System (DRGR) MicroStrategy Standard Reports Reference Guide. DRGR Release July 2009

Transcription

1 Disaster Recovery Grant Reporting System (DRGR) MicroStrategy Standard Reports Reference Guide U.S. Department of Housing and Urban Development (HUD) Office of Community Planning and Development (CPD) DRGR Release July 2009

2 Table of Contents INTRODUCTION... 1 GRANTEE USER REPORTS... 2 Admin Rept1: Grant and DRGR Action Plan Review Status... 4 Admin Rept2: QPR Report Status... 5 Admin Rept3: Grantee DRGR Users Account Status... 6 Admin Rept4: Grantee DRGR Users with System Role... 7 Admin Rept5: Grantee DRGR Users Access by Grant... 8 Fin Rept1: DRGR Action Plan Budget and Disbursements by National Objective - Grant Level... 9 Fin Rept2: DRGR Action Plan Budget by National Objective - Activity Level...10 Fin Rept3: Drawdown Voucher Line Item Status - Grant Funds...11 Fin Rept4: Drawdown Voucher Line Item Status by Project - Grant Funds...12 Fin Rept5: Program Income - Activity Level...13 Fin Rept6: Grant Funds Cum Financial Summ - Activity Level by Project...14 Fin Rept7: Grant Funds Budget and Cumulative Data - Activity Level by Resp Org, Act Type and Nat Obj...15 Perf Rept1: Projected vs Cum Totals for Performance Measure Sorted by Activity Number...16 Perf Rept2: Projected vs Cum Totals for Performance Measure Sorted by Resp Org and Activity Type...17 Perf Rept3: Addresses by Activity and Responsible Organization...18

3 HUD FIELD OFFICE USER REPORTS...19 Admin Rept1: Grant and DRGR Action Plan Review Status...20 Admin Rept2: QPR Report Status...21 Admin Rept3: Grantee DRGR Users Account Status...22 Admin Rept4: Grantee DRGR Users with System Role...23 Admin Rept5: Grantee DRGR Users Access by Grant...24 Admin Rept6: HUD Field Office DRGR Users...25 Fin Rept1: DRGR Action Plan Budget and Disbursements by National Objective - Grant Level...26 Fin Rept2: DRGR Action Plan Budget by National Objective - Activity Level...27 Fin Rept3: Drawdown Voucher Line Item Status - Grant Funds...28 Fin Rept4: Drawdown Voucher Line Item Status by Project - Grant Funds...29 Fin Rept5: Program Income - Activity Level...30 Fin Rept6: Grant Funds Cum Financial Summ - Activity Level by Project...31 Fin Rept7: Grant Funds Budget and Cumulative Data - Activity Level by Resp Org, Act Type and Nat Obj...32 Perf Rept1: Projected vs Cum Totals for Performance Measure Sorted by Activity Number...33 Perf Rept2: Projected vs Cum Totals for Performance Measure Sorted by Resp Org and Activity Type...34 Perf Rept3: Addresses by Activity and Responsible Organization...35

4 INTRODUCTION This reference guide is intended to supplement Th1e DRGR Reports User Manual. The User Manual explains how Microstrategy reports and functions work in DRGR. This reference guide shows sample reports. The Grantee section graphics shows screenshots of reports as they look when they are exported as PDFs while the Field Office section shows screenshots of reports in the original Microstrategy reports. Both types of users can see either version of their reports. Both can also export reports as MS Excel files. As explained in the Reports Module user guide, DRGR users can change column orders to group and sort data in different ways. Data such as grant # can also be shifted between the page header or a column. If the grant # is included in the page header, the user must select the grant # for the report being viewed and the PDFs or MS Excel files exported will show only that grant. Conversely, if the grant # is included in the columns, the report will include date for each grant. Usually, the grant # would be displayed on the left column so that data is still sorted by grant #. 1

5 GRANTEE USER REPORTS 2

6 3

7 Admin Rept1: Grant and DRGR Action Plan Review Status This report shows whether grant is blocked from drawdowns as well as the date of the last DRGR AP approval and the current status of the DRGR AP. It also includes the amount of funds budgeted at the activity level. 4

8 Admin Rept2: QPR Report Status This report will only show the status of QPRs that have been added by grant. Grantees must add each QPR as they are due. 5

9 Admin Rept3: Grantee DRGR Users Account Status This is a master list of all grantee DRGR user accounts 6

10 Admin Rept4: Grantee DRGR Users with System Role This report will only show active users assigned to grants by grantee system administrators. This step must be done when new grantee user accounts or grants are added to DRGR. Each grantee requires at least one grantee drawdown request user and a separate drawdown approve user in order to process draws. 7

11 Admin Rept5: Grantee DRGR Users Access by Grant This report will only show active users assigned to grants by grantee system administrators. This step must be done when new grantee user accounts or grants are added to DRGR. If a user does not show on this report but does show on the user account status report, it indicates that the grantee system administrator has not completed this step. 8

12 Fin Rept1: DRGR Action Plan Budget and Disbursements by National Objective - Grant Level This is a summary report at the grant level. It will only show amounts budgeted and disbursed from activities entered into DRGR. It can be used to check % by national objective for budgets and disbursements at the grant level at a glance. 9

13 Fin Rept2: DRGR Action Plan Budget by National Objective - Activity Level This report can be used to create a master list of activities for each grant. Grantee users can make a list across grants by moving this data field from the PAGE-BY header into rows. The modified report could sort by grantee and grant by displaying them in the first column and/or using the A to Z icon to re-sort the data. 10

14 Fin Rept3: Drawdown Voucher Line Item Status - Grant Funds This is a report showing the status and action dates of voucher line items (note: draws before Jan.1, 2009 are simulated from QPRs) Status shows in columns with a total amount in each category showing at the bottom of the report. 11

15 Fin Rept4: Drawdown Voucher Line Item Status by Project - Grant Funds This is a report showing the status and action dates of voucher line items (note: draws before Jan.1, 2009 are simulated from QPRs) SORTED BY PROJECT. 12

16 Fin Rept5: Program Income - Activity Level This is a report showing data at the activity level Program Income disbursements recorded in the drawdown module and across all QPRs (regardless of QPR status) 13

17 Fin Rept6: Grant Funds Cum Financial Summ - Activity Level by Project This is a report showing data at the activity level from the latest DRGR Action Plan and across all QPRs (regardless of QPR status) SORTED BY PROJECT 14

18 Fin Rept7: Grant Funds Budget and Cumulative Data - Activity Level by Resp Org, Act Type and Nat Obj This is a report showing data at the activity level from the latest DRGR Action Plan and across all QPRs (regardless of QPR status) W/ RESP ORG, ACT TYPE AND NAT OBJ. Sort orders can be changed using the AtoZ icon and/or moving the columns left or right. 15

19 Perf Rept1: Projected vs Cum Totals for Performance Measure Sorted by Activity Number This reports shows data from the latest DRGR Action Plan and all QPRs (regardless of QPR status). 16

20 Perf Rept2: Projected vs Cum Totals for Performance Measure Sorted by Resp Org and Activity Type This reports shows data from the latest DRGR Action Plan and all QPRs (regardless of QPR status) 17

21 Perf Rept3: Addresses by Activity and Responsible Organization This report is intended to show addresses across activities and QPRs. Each QPR normally only shows addresses entered in that report. 18

22 HUD FIELD OFFICE USER REPORTS 19

23 Admin Rept1: Grant and DRGR Action Plan Review Status This report shows whether grant is blocked from drawdowns as well as the date of the last DRGR AP approval and the current status of the DRGR AP. It also includes the amount of funds budgeted at the activity level. The field office version includes grantee name and state as columns. 20

24 Admin Rept2: QPR Report Status This report will only show the status of QPRs that have been added by grant. Grantees must add each QPR as they are due. The field office version shows the grantee name and state as columns. 21

25 Admin Rept3: Grantee DRGR Users Account Status This is a master list of all grantee DRGR user accounts. The field office version shows the grantee name and state as columns. 22

26 Admin Rept4: Grantee DRGR Users with System Role This report will only show active users assigned to grants by grantee system administrators. This step must be done when new grantee user accounts or grants are added to DRGR. Each grantee requires at least one grantee drawdown request user and a separate drawdown approve user in order to process draws. The field office version shows the grantee name and grantee state as columns. 23

27 Admin Rept5: Grantee DRGR Users Access by Grant This report will only show active users assigned to grants by grantee system administrators. This step must be done when new grantee user accounts or grants are added to DRGR. If a user does not show on this report but does show on the user account status report, it indicates that the grantee system administrator has not completed this step. The field office version shows the grantee name and state as columns. 24

28 Admin Rept6: HUD Field Office DRGR Users This is a master list of all HUD Field Office DRGR user accounts. If contact information displayed is incorrect, DRGR users can use the PROFILE link under the UTILITIES section of the left navigation frame to update or correct the information there. 25

29 Fin Rept1: DRGR Action Plan Budget and Disbursements by National Objective - Grant Level This is a summary report at the grant level. It will only show amounts budgeted and disbursed from activities entered into DRGR. It can be used to check % by national objective for budgets and disbursements at the grant level at a glance. 26

30 Fin Rept2: DRGR Action Plan Budget by National Objective - Activity Level This report can be used to create a master list of activities for each grant. Field office users can make a list across grantees and grants by moving these data fields from the PAGE-BY header into rows. The modified report could sort by grantee and grant by displaying them in the first two columns and/or using the A to Z icon to re-sort the data. 27

31 Fin Rept3: Drawdown Voucher Line Item Status - Grant Funds This is a report showing the status and action dates of voucher line items (note: draws before Jan.1, 2009 are simulated from QPRs). This report is sorted by voucher number and voucher item number. Status of each voucher line item shows in columns with a total amount in each category showing at the bottom of the report. 28

32 Fin Rept4: Drawdown Voucher Line Item Status by Project - Grant Funds This is a report showing the status and action dates of voucher line items (note: draws before Jan.1, 2009 are simulated from QPRs) SORTED BY PROJECT. 29

33 Fin Rept5: Program Income - Activity Level This is a report showing data at the activity level Program Income disbursements recorded in the drawdown module and across all QPRs (regardless of QPR status) 30

34 Fin Rept6: Grant Funds Cum Financial Summ - Activity Level by Project This is a report showing data at the activity level from the latest DRGR Action Plan and across all QPRs (regardless of QPR status) SORTED BY PROJECT. 31

35 Fin Rept7: Grant Funds Budget and Cumulative Data - Activity Level by Resp Org, Act Type and Nat Obj This is a report showing data at the activity level from the latest DRGR Action Plan and across all QPRs (regardless of QPR status) W/ RESP ORG, ACT TYPE AND NAT OBJ. Sort orders can be changed using the AtoZ icon and/or moving the columns left or right. 32

36 Perf Rept1: Projected vs Cum Totals for Performance Measure Sorted by Activity Number This reports shows data from the latest DRGR Action Plan and all QPRs (regardless of QPR status). This is the same report as the grantee report, but field office users must select which grantee to view before selecting the grant. 33

37 Perf Rept2: Projected vs Cum Totals for Performance Measure Sorted by Resp Org and Activity Type This reports shows data from the latest DRGR Action Plan and all QPRs (regardless of QPR status). This is the same report as the grantee report, but field office users must select which grantee to view before selecting the grant. 34

38 Perf Rept3: Addresses by Activity and Responsible Organization This report is intended to show addresses across activities and QPRs. Each QPR normally only shows addresses entered in that report. 35