Where’s Our Report?Data Management in NC FAST

Agenda: What we will cover

• Getting started with NC FAST reports

• Overview of reports available in NC FAST Case Profile Demographics Supervisor Dashboard

• Frequently asked questions

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Getting Started With NC FAST Reports

• From the NC FAST home screen, click on the Reports tab.

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• Once on the Reports tab, expand out the Shortcuts bar on the left of the screen.

Getting Started With NC FAST Reports

• The shortcuts that you see will vary based on your User Role.– County Level– State Level– Supervisor Dashboard– DDS Report Card

• Shortcuts are organized by Program Type.– FNS– MA/SA– WF

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• Clicking on the shortcut link will open up a tab with the corresponding reports.

Getting Started With NC FAST Reports (Tips)

• Tip: Many reports have a drop down to filter by program type.– FNS information can be pulled from the MA/SA reports or

vice-versa by using the program type drop down.– Certain reports are program specific on each tab, but many

overlap and can be filtered by the program type dropdown.

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Getting Started With NC FAST Reports (Tips)

• Tip: County level and State level reports have the same structure and layout.– Reports on the county level links will automatically pull data

specific to the user’s county.– Reports on the state level links will have an additional drop

down to select Statewide or specific county level data.

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Getting Started With NC FAST Reports (Tips)

• Tip: Supervisor dashboard reports will pull data ONLY for caseworkers reporting up through the user in the organization structure.– Supervisor dashboard reports may not match the totals

shown on county level reports.– The difference would occur due to caseworkers that own

items for that county but do not report up through the user.

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Getting Started With NC FAST Reports (Tips)

Other tips for using Reports in NC FAST:

• Reports were designed and tested using Internet Explorer.

• Internet Explorer in compatibility mode should be used for reports to display properly.

• Compatibility Mode:– IE8 and previous click the below icon in the address bar to toggle compatibility mode on or off:

– IE9 and above: go to tools – compatibility view settings; make sure the “Display all websites in compatibility view” box is checked.

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Reports in NC FAST

• Demographics Reports:Contain a snapshot of current case participants.

• Reports on each of FNS, MA/SA, and WF sections:• Participants by Age• Cases by Household Size• Participants by Race• Participants by Ethnic Origin• Primary Client by Gender/Race

• Additional Reports available only in WF section:• Number of Adults per case• Number of Children per case

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Reports in NC FAST

• Demographics Reports:

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Reports in NC FAST

• Case Profile Reports:– Case Profile consists of reports related to Case and

Application activity.– There are multiple tabs with different types of reports for

different programs.

– Each report has it’s own date range and can be found in the bottom right corner of the corresponding report.

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Reports in NC FAST

• Ex: Activity tab:

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Reports in NC FAST

• Ex: Profile tab:

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Reports in NC FAST

• Ex: Workload tab:

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Reports in NC FAST

• Report Card tab (MA only) :

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Reports in NC FAST

• Supervisor Dashboard Reports:– Supervisor Dashboard has workload snapshot

information specific to the reporting structure of the user running the report.

– For MA/SA and WF, supervisor dashboard has the same reports as the workload tab of Case Profile reports.

– For FNS, includes the above as well as additional reports

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Reports in NC FAST

• Supervisor Dashboard Reports (FNS, MA/SA, WF):

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Reports in NC FAST

• Supervisor Dashboard Reports (additional for FNS):

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Reports in NC FAST

• Coming Soon:– O&M Reports will be accessible from within NC FAST by

clicking on the new ‘O&M Reports’ shortcut.

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Frequently Asked Questions

• How do I export my Reports into Excel?

– Detailed Drilldown reports can be exported into Excel/ PDF by clicking on the icon show below:

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Frequently Asked Questions

• Why do my reports not match?

Always consider what the report is designed to show:• If you are comparing a supervisor dashboard report to a county

level report, one is designed to show all county information and the other is for a specific supervisor. The organization structure could cause a difference.

• O&M Reports, Management reports may not match because they have different requirements and criteria.

Ex: O&M pending recertification report vs. Recertification Status management report:

– Management report shows recertifications coming due, if there is a pending recertification or not.

– O&M report shows only pending recertifications.– We are currently adding an additional field to the management

report which shows the pending recertifications.

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Frequently Asked Questions

• Why are the reports not working for me?– Make sure you are using Internet Explorer.– Make sure compatibility mode is turned on (described in

more detail on slide 7).

• Still have issues?– Please contact us through Remedy.

• Other questions?

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