IDIS Reporting for Beginners Presenter: Roberto Tazoe Assistant Director, Dept. of Community & Economic Development

Agenda Introduction Accessing IDIS Reports Running IDIS Reports Exporting IDIS Reports Commonly Used IDIS Reports Questions and Answers

Introduction IDIS Online is a real-time, web-based computer application that provides financial disbursement, tracking, and reporting activities for CPD formula grants. IDIS Online is used for formula programs administered by CPD. These include the following: Community Development Block Grant (CDBG) HOME Investment Partnership Program (HOME) Emergency Solutions Grants (ESG) Housing Opportunities for Persons with AIDS (HOPWA)

Introduction MicroStrategy Reports and Data Download Functionality IDIS Online uses a tool called MicroStrategy to generate reports. MicroStrategy is integrated with IDIS Online. Reports will pop-up in a separate browser window. Tip: IDIS Online is refreshed at night, so if you make changes, those changes will not appear in the report until the next day.

Accessing IDIS Online Application

Accessing Reports

Accessing Reports

Running Reports - Basics

MicroStrategy

MicroStrategy

MicroStrategy

MicroStrategy Once the PR01 – HUD Grants and Program Income is selected, the following folder appears. Hovering on top of this selection will show additional options.

MicroStrategy Select your “Grantee Hierarchy” And on the bottom-left of the screen press

MicroStrategy If you wish to download a different format (Excel, PDF)

MicroStrategy Live Demonstration Accessing IDIS Online Accessing Reports Running Reports Toolbars and Buttons Customizing Reports Saving Reports to “My Reports” Exporting Reports to PDF and/or MS Excel Using Microsoft Excel

Commonly Used Reports PR01 – HUD Grants and Program Income PR02 – List of Activities by Program Year and Project PR05 – Drawdown Report by Project and Activity PR08 – Grantee Summary Activity Report PR09 – Program Income Details by Fiscal Year & Program PR25 – Status of CHDO funds by Fiscal Year Report PR26 – CDBG Financial Summary Report PR56 – CDBG Timeliness Report

Other Useful Reports PR03 – CDBG Activity Summary Report PR20 – HOME Production Report PR33 – HOME Matching Liability Report PR44 – HOME Expiring Funds Report

PR01 – HUD Grants and Program Income

PR02 – List of Activities by Program Year and Project

PR05 – Drawdown Report by Project and Activity

PR08 – Grantee Summary Activity Report

PR09 – Program Income Details by Fiscal Year & Program

PR25 – Status of CHDO funds by Fiscal Year Report

PR26 – CDBG Financial Summary Report

PR56 – CDBG Timeliness Report

Questions? Thank you!