Update Roundup - November 2023

• New Reports Added!
  • Programs – Linked Needs (Single and Multi-Unit users)
  • Multi-Unit Data Extract (Multi-Unit only)
  • Multi Summary of Community Service Expenses (Multi-Unit only)

• Improvements to Note
  • “View Extended” option added for Multi Occurrences – Selected Users report
  • Multiple entry delete functionality now available in Financial Services screens
  • Improvements to the Export to Excel and CSV function in Reports and Listings continue – including 8 reports improved here in our latest build!

Slightly Older News… September 2023

As mentioned above, we continue to make further improvements to the export feature in Reports & Listings. If you are displaying and exporting financial data reports (Programs, Summary, Statistics - single and/or multi reports), the best option for export may be CSV. You will notice some formatting and merging of cells is present in XLS and XLSX files which may require additional manipulation of data to obtain your desired results.  If you need help exporting reports or are finding a specific report to be difficult to work with, please reach out to Customer Support at support@lyonsoftware.com .

Here are some particular enhancements and additions we’ve made to the reports that we’d like you to know about!

• Persons Served and 2nd Output added to the Summary By Month report

• Summary page added to Statistics>Occurrences – Selected UDC report (Single and Multi versions)

• Multi Financial Services Detail report added (Multi-Unit Organizations only)

• Report menus now arranged in a more logical way, with relevant reports grouped together and listed in sequences more closely following those found elsewhere in the software

Less Recent News – May 2023

• Occurrences Updates!
  • Negative Number Entry Now Permitted in Applicable Fields
  • Clicking Program button – upper left – now returns you to the top of the applicable host Program for the Occurrence(s) you’re working on, not all the way back to the Program grid

• New Report Added: Programs – Selected Departments

• Error 500 Screen Overhauled to Include Brief Explanation and Helpful Instructions
  At one time or another, some of you may have received an “Error 500” message in CBISA™, with no guidance as to how best to proceed from there. Going forward, in the event you ever DO incur an error message in the software, it will now come conveniently equipped with a short list of easy steps to quickly correct the issue and move forward with your work. That said, our ever-approachable Support staff is still no less available to you, as always, at support@lyonsoftware.com!

Reports News – March 2023

• New Statistics Report Added: Occurrences – Elements of Offsetting Revenue
  Similar to Elements of Offsetting Revenue, but with Occurrence data added for each applicable Program

• Statistics Reports Menu Reorganized for More Logical Flow

• Elements of Cost and Elements of Revenue Reports Have MOVED!
  Both reports are now located in the Programs report menu, as neither report includes any Occurrences data as other Statistics reports do. Move applies to both single site and multi-unit reports (where applicable).

4th Quarter 2022

• Audit Report Added for State Reporting!
  For users in states where additional state reporting is required, a new report has been added to enable users to verify their Programs were properly coded upon entry. The report is a simple list that includes Program Title, Category and applicable State Code, and will save users the hassle of checking each Program for coding onscreen.

• Not New, But Helpful Tips for Better Speed!
  • Change the Page Size setting (lower right corner) to a smaller number, like 20 or 10. This reduces the amount of data the software has to process when moving from one screen to the next.
  • Use your “sort/search/filter” fields (blank fields at the top of most columns) where applicable to minimize search time. This move actually works well with the first tip. For example, if you need to enter an Occurrence for a Program starting with “S”, don’t scroll from page to page looking for the Program – just enter the first word (e.g. “Surgical”) into the “sort/search/filter” field atop the Title column and the software will do the scrolling for you! Also note the fields that have the little funnel-looking icon to the right of them have additional sorting tools for the field - “begins with”, “contains”, etc. – that provide even more granular search results.
    • PLEASE NOTE: The “sort/search/filter” fields remain populated until you manually clear them out. This means if you use them and then log out without returning them to their normal empty status, the filtering criteria will remain in place the next time you log in, and may very well leave you wondering where all your other entries went! No real harm done when it happens, but it’s certainly a startling jolt you can well live without.

• (NEW!) User Level Added – Behold the Contributor! (And Multi-Contributor for Multi-Unit Organizations)
  The Contributor User Level has been created to help bridge the functionality gap between a Reporter and a Coordinator.

• Contributors CAN:
  • Input data that requires no importing by a Coordinator or System Administrator
  • Complete data input for records initiated by a Coordinator or System Administrator
  • Edit active records created by Reporters

• Contributors CANNOT:
  • Add New Programs
  • See Rates
  • Manage Users
  • Access Financial Services
  • Import Pending Records

• Report Enhancements
  • Category now added to all Program reports
  • Total Occurrence Count added to Occurrences Selected Programs, Selected Categories and Selected Departments reports

• Report Enhancements – Multi-Unit
  • All Groups, All Regions, All Entities added as report grouping options
  • Some reports renamed to include “Category” for clarification where applicable

• Organization Contact Field Added to Partnerships Module
  The Partnerships Module now features an Organization Contact field – created for entering contact information for the specific person in your Reporting Unit working most closely and most directly with the Partnership being entered.

• Department Import - Phase One is HERE!
  We’ve added a feature enabling you to import departments into an empty Department table, or to append an existing table with new Departments. It works in much the same manner as our Financial Services Import feature, and full instructions can be found by clicking HERE!

Less New! – April 2022

• Out With “Update”, “Save” is BACK!
  “Update” is a heavier term than you need when you’re just trying to save an entry and move on with your life. So now, when you need to save, click Save and do just that! The location, color and function of the button remain the same – only its verbiage has been… well… updated.

• Select Delivered Defaults Are Now Editable
  The sub-labels in place upon delivery for the Ages, Settings, Formats, and Vulnerable Populations Defaults screens can now be edited, providing more flexibility when customizing CBISA™ for your organization.

• Pending Occurrences Can Now Be Moved
  Pending Occurrences can now be moved from one Program to another prior to importing. Multi-Unit users can also move them to a different Reporting Unit.

• Finance and Multi-Finance Users Can Now Multi-Delete Occurrences
  Like System Administrators, Coordinators and Multi-Coordinators, Finance and Multi-Finance users can now delete multiple Occurrences simultaneously, saving time and clicks when several Occurrences need to be removed quickly. Please note: a warning message will appear when deleting three or more, just to make sure you MEAN it!

Departments Updates!

• Unused Departments Can Now Be Made Inactive
  Departments can sometimes come and go. Over time, as more defunct Departments pile up and more new ones are added, an organization’s Departments page can easily become bloated as a result – until now! As has already been the case with Programs, Departments can now be made inactive (and reactivated) to allow users to view them more easily and manage them more efficiently. Once inactive, they are displayed in orange to help distinguish them from active Departments.

• Department Number Field: Not Just For Numbers Anymore!
  The Department Number field now accepts characters of all types (letters, numbers, symbols) to permit full coordination with users’ internal Department naming structures. Included in this functionality is the long-awaited freedom to begin Department Numbers with zeroes!

• Department Number Now Included in Department Field Display
  Department fields in Programs and Occurrences screens now include both Department Names AND Numbers, and their drop menus are now sortable by name or number, in ascending or descending order.

More new reports continue to be added. Take a peek and check ‘em out! (Especially in Statistics and Multi-Unit reports – a drop arrow is available at the bottom of each to provide access to their full lists of report options.)

Even Less New! – February 2022

• Finance Users Empowered with Enhanced Functionality
  Finance Users now able to import pending Programs and edit the IRS Reportable checkbox, as well as import and edit Occurrences.

• Dropdown Menu Options Added for Gender Field on Occurrences Page
  The Gender field on the Occurrences page has been expanded to accommodate two added options: Transgender and Non-Binary.

• Continuous Reporting Unit Option Added for Multi-Unit Reports
  This option enables Multi-Unit Users to print select reports for individual reporting units on separate pages rather than combining the data into a single report. The feature is available for the following reports:
  1. Multi Complete Summary Unclassified
  2. Multi Complete Summary Classified
  3. Multi Executive Summary
  4. Multi Executive Summary 3 Year

  5. Multi Summary of Community Services
  6. Multi Summary by Category
  7. IRS Form 990 Schedule H Part I Item 7 (multi)
  8. IRS Form 990 Schedule H Part II (multi)

• "Area of Need" Added to Community Needs Module
  New field added to Community Needs module to facilitate more consistent Multi-Needs reporting. The field’s customizable dropdown menu options are created and managed by selecting Areas of Need from the Defaults menu.

• Reporters Can Now Be Given Read-Only Access to Goals Module
  New checkbox added in Reporter Users page which grants optional access for Reporters to "View Goals Module (read only)".

• Listed Order of Defaults Menu Has Been Updated
  Options in Defaults menu are now displayed in more logical order that more accurately reflects the pattern in which they are most practically used.