Overview of Features and Reports Version 2.0 Send inquiries to: [email protected].

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Overview of Features and Reports Version 2.0 Send inquiries to: [email protected]

Transcript of Overview of Features and Reports Version 2.0 Send inquiries to: [email protected].

Overview of Features and Reports

Version 2.0

Send inquiries to:[email protected]

OnCorps Reports ™ is a Software as a Service Product (SaaS) offered bySettanni+Company, Inc. We manage all the technology-- so you can focus on success within your service programs.

The application was designed by, and is supported by, AmeriCorpsAlumni. We know what AmeriCorps programs need!

OnCorps Reports ™ currently supports over 15,000 users; customers include 16 State Commissions and 6 National Direct programs nationwide.

Contact us at < [email protected]> to learn more about how your program or state commission can benefit from using our reporting tools!

Online software designed for AmeriCorps

Contact information and calendar items by program, statewide.

or both!

Lots of administrative

control

Progress Reporting: CNCS Initiatives,

Volunteer Mobilization, and more

Member and staff database

Budgets, expenses, and more

Timesheets – all online

Tutorials, Videos, FAQs - and yes, actual people to

help!

Your State or Program Portal Page

…all your program participants login at the same URL.

Login page + web site

Your logo here

Secure login with individual username

and password

Automatic password retrievals and

changes

Login page + web site

notices from state staff and program

directors can include images and links too!

post any file for download in Resources

Program Home PageBlue menu bar for intuitive navigation

Post announcements from program or state

commission staff

Automatic “To Do” lists –reminders and notices, all in one place

Timekeeping: Members

Automatic totals by row and column

Submitted with daily activity descriptions

Categories custom to your

program

Approve with the click of a button

-or send back for revisions

Time Tracking: view hours

One click to view a total hours graph

Know exactly how many – and what percentage of total - member hours are

fundraising, training, or any category

Tables, graphs, timesheets, and more views

Timekeeping: SupervisorsDocument the dollar value of donated supervisor hours for

program match

Daily hours and descriptions

Supervisors certify and submit for directors to

approve and view automatic totals

Timekeeping: SupervisorsOne click to view total

supervisor match contribution

Reports: Member Service

Work with one of our database pros to design a custom member reporting

form

Collect Great Stories, Volunteer Mobilization data, and more from

members

Reports: Program Progress

Easy for staff to review, click approve or reject, and save

Directors simply choose from current CNCS initiatives and submit reports

Reports: Performance Measures

…including quantitative and qualitative descriptions.

…and then submit progress reports…

Directors submit measurement definitions for state staff approval…

Directors enter line items and submit for state staff approval

Financials: Budgets

Auto-calculated totals and percentages keep the

figures in context

Financials: Budgets (continued)

State staff approve or reject

Two summary boxes auto-calculate key figures such

as request amount, administrative percentage,

and match share

Financials: Expense Reports

YTD and Budget vs. YTD are auto-calculated

line by line…

Directors enter line item expenses in the green

columns

Financials: Expense Reports (continued)

Directors certify compliance and submit…

Two summary boxes auto-calculate key figures such

as request amount, administrative percentage,

and match share

…state staff reviews and approves or rejects

Financials:

Aggregate Financial Reports

Director enters current period figures and

submits…

Auto-filled fields such as total of previous

and total AFRs

Financials: Aggregate Financial Reports

…or rejects and sends comments and

instructions to the director

… then state staff reviews and approves…

Administrative Tools

The Program Year Toggle: switch from year to year without having to

log out and in

tons of control over notification settings, user

access to reports, etc.

Administrative Tools:

User Permissions

Simply check the box, click save, and you’re done

Choose to grant or deny permission

- for any feature - any user type

Widgets

…then, easily manage prospective members in OnCorps Reports

Recruit members on any webpage or social networking site…

Calendar

…and post them to a calendar shared by one, some, or all user types.

State Staff and Program Directors create calendar

events…

Directories

Staff, program, and site directories, including search and rosters

Quickly find up-to-date contact information

Help/ Support

Plus- Ongoing webinars for new staff and system users…

Online/Email help request formVideo, PDF, and

online tutorials

Extensible, Affordable

• Most data can be downloaded for use in MS Access, Excel and other database or spreadsheet programs

• OnCorps Report ™ pricing is competitive; service fees are based on your federal allocation of MSY’s

• Add-on modules allow programs to export data directly to other databases, create custom surveys and forms, and generate custom reports as needed

• The software is designed for use by State Commissions, Sub-grantees, and National Direct programs

Let Us Show You More

Contact us to schedule a webinar today!

[email protected]