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Revision as of 16:06, 15 May 2023

Creating the Beneficiary Report

To run the report

Log in to Link2Feed

Click on Reports

Click on New Report

Run an "Interactive Household report "

Titled: [Month] CDBG [Year of the Grant]

That is: just for me

''I want to schedule the report:''

Leave the settings as they are

''For the following time period:''

Enter each month of the grant period separately with the "or between" date selections

''For the following:''

Check off Organizations: PBRO1044-1: Brookline Christian Food Pantry

''For the following program types:''

Check off Pantry & TEFAP

For INCOME

Open the Beneficiary report you generated

Scroll to down to find “Household Size: Individuals (Unique)

Click on a Label with the number of individuals in the household (1, 2, 3, 4, 7, etc.)

That will regenerate the report for that household size.

Scroll down to find “Monthly Household Income: Individuals (Unique)

For ETHNICITY

Remove all pivots from when you were generating reports for income

Scroll down to Ethnicity: Individuals (Unique)

@@ Line 1: / Line 1: @@
 Creating the Beneficiary Report
 To run the report
 Log in to Link2Feed
@@ Line 11: / Line 9: @@
 Click on New Report
-Under "Statistics Report" click " + New Report"
+Run an "Interactive Household report "
-''Create a New Statistics Report:''
 Titled: [Month] CDBG [Year of the Grant]
@@ Line 20: / Line 15: @@
 That is: just for me
+<nowiki>''</nowiki>I want to schedule the report:<nowiki>''</nowiki>
-''I want to schedule the report:''
 Leave the settings as they are
+<nowiki>''</nowiki>For the following time period:<nowiki>''</nowiki>
-''For the following time period:''
 Enter each month of the grant period separately with the "or between" date selections
+<nowiki>''</nowiki>For the following:<nowiki>''</nowiki>
-''For the following:''
 Check off Organizations: PBRO1044-1: Brookline Christian Food Pantry
+<nowiki>''</nowiki>For the following program types:<nowiki>''</nowiki>
-''For the following program types:''
+Check off  Pantry & TEFAP
-Check off  Pantry & TEFAP
-''With the following report selections:''
-Check off Ethnicity: Client (Unique) and Income (Net): Households (Unique)
-Click Create Report
-Open the Beneficiary report sent by the CDBG contact via email
-Refer to the reports from Link2Feed to complete the form.
-To breakdown ethnicity:
-Ethnicity per Link2Feed  |   Ethnicity per CBDG
-Asian | Asian
-Black/ African American  | Black
-Black/ African American + Another Ethnicity  |
-Hispanic/ Latino  | WH
-Middle-Eastern/ North African  | Multi-Racial
-Other  | Multi-Racial
-Other Multiple Ethnicity  | Multi-Racial
-Undisclosed  | Omitted
+For INCOME
-White/ Anglo  | White
+Open the Beneficiary report you generated
-To break down income:
+Scroll to down to find “Household Size: Individuals (Unique)
-Google the Median Family Income for Pittsburgh.
+Click on a Label with the number of individuals in the household (1, 2, 3, 4, 7, etc.)
-Divide that number by 12 to calculate the monthly.
+That will regenerate the report for that household size.
-Calculate 30% and 50% of that monthly number.
+Scroll down to find “Monthly Household Income: Individuals (Unique)
-You can use the data from the Link2Feed report to complete columns 7-9 of the beneficiary form.
+For ETHNICITY
+Remove all pivots from when you were generating reports for income
-Make sure the number of people served from columns 1-5 & 6 is equal to the number of people reported in columns 7-9.
+Scroll down to Ethnicity: Individuals (Unique)
 [[Category:Finance How To]]