29: Manage Reports Chapter Contents 29-1

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1 29: Manage Reports Chapter Contents Reports Overview Report Generation and Navigation Generate a Report Display Options Date Filters Navigate Report Results Save to My Reports Save or Export a Report My Reports Summary Reports Dashboards Executive Reports Master Summary Trend Detailed Reports Case Management Reports CRM (Client Relationship Management) Reports Employer Reports Financial Reports Training Reports Individual Reports Miscellaneous Reports Provider Reports Services Reports WARN Reports Custom Reports State Performance PREP/REA Locally Developed Custom UI Reports Ad Hoc Query Wizard Reports Federal Reports ETA 9090 WIOA Quarterly Reports ETA 9091 WIOA Annual Reports ETA WP 9002/VETS200 Quarterly Reports Trade Adjustment Act Report MIC Report ETA 9048 Profile Report Recovery Act (ARRA) Reports EEO Reports Veteran Priority of Service Survey Report Live Data Reports Virtual OneStop Staff Services User Guide 29-1 V18 05/2018

2 Reports Overview The Virtual OneStop system includes a robust reporting module that lets users generate a wide variety of reports (as allowed by their assigned user privileges). Users can create reports that: Display information about the individuals and employers using the system and the methods they use to access information in the system Display information on services that are provided Display statistical information on job orders, job applicants, and resumes Display case management data related to goals, program applications, enrollments, skill attainment rates, program exits, and other caseload and predictive reports These reports can help staff members manage and quantify their workload, identify cases that require follow-up activities, and estimate performance in local regions before generating similar information that is required by federal reports. The system s federal reports can track participants for any federal reporting item. Similar predictive reporting abilities let users manage their performance in local regions through predictive reports that estimate performance based on wage data collected by staff, in real time. Federal reports include those on caseloads and activities, client actions, WIOA Active Enrollment, Youth Goals and other valuable data. In addition to the many standard reports, the system also may include: My Reports This selection displays reports saved by the staff member along with the saved preferences for those reports, as well as shared reports that other staff created or saved from the Ad Hoc Query tool (if the staff member has Ad Hoc Query access). Summary Reports This selection displays options to view executive summary and dashboard reports summarizing key information (e.g., the number of activities for a date range or a LWDA). These summary reports save staff the time of running multiple reports for summary line data. Detailed Reports This selection offers access to reports on detailed information in the system with a variety of parameters and filters (e.g., registered individuals, enrolled individuals, services provided, and case management predictive reports). Custom Reports This selection displays reports developed specifically for a customer/state system (e.g., a state s unique SQL query converted to standard Virtual OneStop parameters and controls). Ad-Hoc Query Wizard This selection guides data analysts with a strong understanding of query structures and the structure of the various databases (e.g., the system, ALMIS, and O*NET databases) to help them create and save custom queries. Federal Reports This selection displays options for many specific, mandated federal reports for workforce development. Virtual OneStop Staff Services User Guide 29-2 V18 05/2018

3 Federal Reports (from Reports Menu or Navigation Bar) Quick Tip Reports are among the most frequently enhanced and improved features in Virtual OneStop; staff should regularly check the Virtual Community Forum for postings in the Reporting section under Topics for updates on reports. Staff can access the Forum from the left navigation menu by choosing Geographic Solutions Community Site under Other Staff Services. The Learning Center has extensive videos for an overview of the general reports features, as well as for each of the reports. For basic information about reports, continue reading this chapter. For more details, access the Manage Reports Video Series available in the Learning Center, or click this link to view the video Introduction to Manage Reports. Staff can access the Learning Center from the left navigation menu by going to Other Staff Services > Staff Online Courseware > Learning Center. Note: Note: The report types may vary depending on whether the user s system is a local or state deployment. They may also vary depending on the staff member s role and administrative rights. There are many report types and extensive filters for most report types. This means that before generating a report, users can choose from multiple filter options to create thousands of possible final report combinations. The report layouts are consistent for each report type, but the final results depend on the filtering options selected. (An example of multiple filters is shown in the following figure.) Virtual OneStop Staff Services User Guide 29-3 V18 05/2018

4 Report Generation and Navigation Generate a Report For most Virtual OneStop reports, the basic process to generate reports is the same, regardless of the report selected. This process is outlined in the steps below. Select the Report Type/Category from Reports in the left navigation panel. A screen appears that lists the reports within that category. Select the specific report (or report section) to generate. A screen displays the filter and display options staff can select to include only the necessary data in the report. Save any report to My Reports Sample Display and Filter Controls (Detailed Reports Individual Reports - Registered Individuals Report by Race) Note: Some filter options will dynamically update subsequent options after a selection is made. For instance, selecting Type of Age will add an Age Range field, or selecting the LWDA region will update the drop-down list with the corresponding workforce sites. Click the Display Report button to view the report. Sample Report Results Screen Virtual OneStop Staff Services User Guide 29-4 V18 05/2018

5 Note: Depending on the report and the filtering chosen, the resulting reports can be quite large. Users can navigate through large reports using controls similar to those used on Search Results screens throughout the system. Display Options Reports that include charts offer quick links so that users can view the information in different ways. To view a chart in a different format, simply click any of the Chart Type links. Date Filters Chart Display Options Almost all reports let the user define a date range to cover in the report data. The date filter fields generally are located at the bottom of the filter screen. Date Filter If the filter screen includes a Date Filter drop-down list, select the type of date by which to filter. (This is often a registration date or the last date the individual or employer accessed the system.) Date Range Users can select the date range from the drop-down list. The list includes preset ranges (e.g., Last 7 Days, Year to Date, 3 rd Quarter of Last Calendar Year). Staff can use these selections, or use the From and To fields to define the date range. Where the reports related to program years, the drop-down selections will also include Current Program Year and Previous Program Year as date range selections. From & To If the Date Range field does not contain the required range, users can enter the beginning and end dates of the date range to be included in the report. Reset To reset the dates, click the Reset Dates link. A wide range of preset date ranges can be selected from this drop-down control. Sample Date Filters Some reports have slightly different Date Filters, letting staff select the quarter and year from the Date Range drop-down list. If staff choose to filter the report by a different date range, they can click the Manual radio button, which will open up the Date Range fields (as shown in the previous figure) for manual entry of the dates. Quarterly Date Filter Virtual OneStop Staff Services User Guide 29-5 V18 05/2018

6 Navigate Report Results Many reports are lengthy. To help users navigate easily through large, on-screen reports, the system features powerful navigation controls (similar to the ones found on the system s Search Results screens). Some reports include scrollbars to move horizontally or vertically through the report. Below are some hints on using the navigation controls found on some of the Report Results screens. Click a line item link to drill down Click a line item to open the corresponding screen (in this example, the Accountant résumé opens) Save to My Reports Sample Report Results Screen Every report has a link, just below the Display Report button, which lets staff save the report to their My Reports area. Clicking Save to My Reports opens a dialog box to name the report. Enter a short, descriptive name for the report which will show in the My Reports list. Select whether to share the report, which makes it available to Virtual OneStop Staff Services User Guide 29-6 V18 05/2018

7 everyone else in the staff member s office or LWDA who has access to the report feature. Click Save. This saves the report with the staff member s name and with all filtering, sorting, and other options that were selected. Note: See the topic, My Reports on page , for an example of the My Reports screen, and how to view, generate, or make changes to the options from your saved My Reports selections. For more detailed information, access the Learning Center, or click this link to view the video My Reports. Save or Export a Report Staff can export most reports generated by the system to an Excel spreadsheet (and from there to Microsoft Access, if needed), or to a text file, in a CSV (Comma Separated Value) or Pipe Delimited format. Reports may also be printed or saved as PDFs, and most reports selected by a grouping other than List can also be displayed as graphs. Each report screen can be saved as an Excel spreadsheet (with a maximum of 16,500 records) and then saved to Microsoft Access, if needed. Each report screen can be saved as a CSV text file. Virtual OneStop Staff Services User Guide 29-7 V18 05/2018

8 Each report screen can be saved as a CSV text file. Many reports can be displayed as graphs. Virtual OneStop Staff Services User Guide 29-8 V18 05/2018

9 Reports can be saved as PDFs. Many reports also include formatting options at the top of the screen. To choose an export format, make a selection from the drop-down list. Sample Format Options My Reports As mentioned previously, most reports include a link at the bottom of the filters defining the report, allowing the staff member to Save to My Reports. These saved report filters/formats and criteria provide quick access to reports customized with specific report criteria and information (such as the number of résumés added to the system, the number of individuals and employers registered, or the number of WIOA exits that occurred for specific areas or time frames). Once there are reports in your My Reports area, you can perform the following actions: Update Filters Display Report Edit Virtual OneStop Staff Services User Guide 29-9 V18 05/2018

10 Delete Schedule Summary Reports These reports provide quick summaries of activity totals for a defined time period and for a selected LWDA Region or one-stop location. These reports offer quick access to information such as the number of registered individuals and employers, staff activity summary, or a monthly comparison of job openings. The Summary Reports include: Summary Reports Dashboards These reports use tables, charts, and/or graphs to display summary information about individuals, employers, job orders, and programs. Executive These reports include summary information on employment statistics, services provided, job postings and placements, training programs, etc. Master Summary These reports include statistical summaries and totals regarding activities by LWDA, by office, by staff member, etc. Trend These reports offer data on workforce trends and comparisons between various elements (e.g. comparisons of employers, job openings, etc.). Note: The data contained within these reports is extracted from cubes pulling data for all users created during the prior two years from the current calendar year to the current date for up to a period of three calendar years (Past 2 Years + YTD). With each change in the calendar year, the initial collection year increments one year to start the next two year period of extraction up to current date. Dashboards Dashboard reports are divided into three categories and offer information on some of the most frequentlyused pieces of information staff need in the course of their daily work. Registered The reports in this category offer information on registered individuals and employers. Job The reports in this category provide data on job openings, job orders, and job referrals. Grant The reports in this category display data on youth or adult dislocated worker training activity by grant, as well as enrollment counts by grant. Virtual OneStop Staff Services User Guide V18 05/2018

11 To run a Dashboard report, click the Report Name link on the Dashboard Reports screen. Set the filter criteria on the screen that opens and click the Run Report button. The filter criteria will vary, depending on the report being generated. Sample Dashboard Report Enrollment by Grant Executive Reports Executive reports offer monthly or annual statistics on industry employment, services, job postings, placements, referrals, training programs and services. They include general Executive reports and Program Management reports. Virtual OneStop Staff Services User Guide V18 05/2018

12 To open an Executive report, click the Report Name link on the Executive Reports screen. Executive Sample Reports Executive reports open immediately when the title link is clicked (on the Executive Reports screen). Users can then filter the report after it is displayed, by clicking the flyout Filters tab at the top, right of the screen. Clicking the flyout Filters tab opens a flyout Filter section where users can set the filtering parameters for the display, as shown in the following figure. Virtual OneStop Staff Services User Guide V18 05/2018

13 Flyout Filter Tab & Filter Options Virtual OneStop Staff Services User Guide V18 05/2018

14 Sample Executive Report Employment Statistics Some Executive reports include information in tables and some offer links (e.g., the Job Placements report shown below). On the Job Placements report, expanding the link (by clicking the + ) displays the Region data. Expanding the Region link displays the Office data. (Simply clicking on the link in the Year column lets the user toggle between annual and monthly job placements data.) Job Placements Reports Screen Table Links Project Management Sample Reports Reports like the WIOA Participant Summary report let staff identify specific levels of participants that help identify programs participants for specific exceptions, age ranges, or In-School versus Out-Of-School definitions. The selected filtering parameters are displayed as criteria at the top of the report (as shown in the following figure). Virtual OneStop Staff Services User Guide V18 05/2018

15 Executive - Program Management - WIOA Participant Summary Report Virtual OneStop Staff Services User Guide V18 05/2018

16 Executive - Program Management - WIOA Services Summary Report Master Summary The Master Summary reports include statistical summaries and totals regarding activities by LWIA, by office, by staff member, etc. The Staff Activity Summary shows activity by staff and can be sorted by federal program. It shows the number of individuals staff assisted, job orders they created, and referrals they made. The Detailed Master Summary reports, as expected, show more information than the other Master Summary reports. To open a Master Summary report, click the Report Name link on the Master Summary Reports screen. Master Summary Reports Set the filter criteria on the screen that opens and click the Run Report button. The filter criteria will vary, depending on the report being generated. Virtual OneStop Staff Services User Guide V18 05/2018

17 Some reports contain links to drill down to more detailed information (as shown in the Detail Master Summary report below). Sample Detail Master Summary by Office Report Clicking a link on the Detail Master Summary Report opens a detailed report for the selected region (as shown below). Drill Down from Detail Master Summary by Office Report Virtual OneStop Staff Services User Guide V18 05/2018

18 Trend Trend reports let staff analyze trends in individual and employer registrations, compare individuals or employers registered within certain time frames, and evaluate job opening trends and comparisons. The reports are divided into three categories Monthly, Quarterly, and Yearly. Monthly These reports compare the selected item (e.g., individuals, employers, etc.) monthover-month and display trend data by month. Quarterly These reports compare the selected item (e.g., individuals, employers, etc.) quarterover-quarter and display trend data by quarter. Yearly These reports display compare the selected item (e.g., individuals, employers, etc.) year-over-year and display annual trend data. The three subcategories of Trend reports are: Registered These Trend reports display trends or comparisons of registered employers Job These Trend reports display trends or comparisons of job openings, job orders, and referrals. WIOA Activity These Trend reports display trends or comparisons of WIOA program activities by participants Virtual OneStop Staff Services User Guide V18 05/2018

19 WIOA Activity is included in recent Trend report types. Trend Reports To open a Trend report, click the Report Name link on the Trend Reports screen. Set the filter criteria on the screen that opens and click the Run Report button. The filter criteria will vary, depending on the report being generated. Virtual OneStop Staff Services User Guide V18 05/2018

20 Sample Registered Individual Trend Forecast Report (Monthly) For more detailed information, access the Learning Center or click this link to view the video Summary Reports. Detailed Reports The Virtual OneStop system includes an extensive number of Detailed Reports, which include reports on individual, employers, case management, labor exchange, security, WARN, and financial reports. These are not the state and federally required reports; however, they include numerous reports that are very useful to staff members for case management, assessing performance data, or for analyzing specific data on individuals, employers, résumés, activities, and other information available within the system. The Case Management reports option includes many subcategories of reports, as indicated in the figure below. The following sections briefly describe the various types of Detailed Report. For more information, access the Manage Reports Video Series available in the Learning Center, or click this link to view the video Introduction to Detail Reports. Virtual OneStop Staff Services User Guide V18 05/2018

21 Detailed Reports Menu Virtual OneStop Staff Services User Guide V18 05/2018

22 Case Management Reports The system includes case management reports that allow staff members to manage and quantify their workload. These reports track participants for any federal reporting item. Local regions can manage their performance through the use of predictive reports that estimate performance based on wage data collected by staff, in real time. This report section also includes reports on caseloads and activities, client actions, WIOA active enrollments, youth goals and other valuable reports. The case management reports are organized into the following categories: Case Load Reports These reports are essentially preventative reports. The reports can give a snapshot of various key one-stop case management indicators prior to federal reporting. Some of the subjects include identifying individuals who are soon to be soft exited, youth who have no listed goals, individuals currently enrolled without case assignment, etc. Case Load Non-WIOA These reports, organized by a specific federal or local program, detail information unique to that program. For example, a category within this group, for Trade, is the TAA Waiver Review by Calendar report, which provides information on a displayed calendar for required waiver review dates. Case Load WIOA These reports, organized by the specific federal WIOA program groups, detail date unique to WIOA programs. For example, a category within this group, WIOA Youth, includes a 5% Enrollment Exceptions report. Another example is the Customer Group report, which provides information on customer groups specific to WIOA. Documentation These reports include case notes and document management reports. For example the Case Notes group provides staff the ability to retrieve an actual case note in the system, or several case notes that share a common phrase or word for a specific user type (Employer, Individuals, or Provider). The Report Type field and Case Note Subject field work in conjunction with one another to locate and show entire case notes. Sample Case Notes Report Employer Case Notes Virtual OneStop Staff Services User Guide V18 05/2018

23 Note: Most of the Case Management reports include the ability to filter by the specific Case Manager or by a Case Manager Group. Staff can select themselves by simply clicking the Select Me link. Payment These reports include OJT, Trade, and WIOA-related payment reports for training. For example, the Case Notes group provides staff the ability to retrieve an actual case note in the system, or several case notes that share a common phrase or word for a specific user type (Employer, Individuals, or Provider). The Report Type field and Case Note Subject field work in conjunction with one another to locate and show entire case notes. Predictive Reports These reports help local staff predict the reporting results and outcomes of data in a manner that parallels WIOA quarterly and annual reports. Staff Referral Reports These reports describe various types of referrals that staff members have made for individual clients. Some reports contain active links, as shown in the example above, where clicking the Company Name link opens the Employer s General Information Tab. Sample Case Management- Payment - WIOA Training Report Case Load Reports Case Load reports provide a snapshot of various key one-stop case management indicators prior to federal reporting. These reports offer data on individuals enrollment, case assignment, closures, case notes, referrals, and specific programs and services including WIOA, Trade, ARRA, etc. Virtual OneStop Staff Services User Guide V18 05/2018

24 Case Load reports include the following: Case Load Reports Active Cases This report lists the total counts of Active cases, Closed with no exits and Exited cases during the selected report period. User is able to see individual details for each report count. Active Cases Summary This report provides a list of individuals, organized by region, office and case manager, who are still active cases in the system. Active Enrollment This report lists individuals in a selected federal program who are actively enrolled. Application This report lists the individuals in a federal program by the status of their program application. Assigned Case Load This report provides a list of clients organized by assigned case manager. Much of this report deals with caseloads that are closed or in a follow-up status. Case Closure Employment This report lists individuals in a federal program whose cases were closed due to a positive performance indicator of employment. Case Closure Reportable Performance Indicators This report lists individuals in a federal program by reportable performance indicators. The report shows performance indicator information for any credentials that may have been received, school status and diploma, and employment placement information. Much of this data is derived from the Case Closure form in the individuals profiles. Co-Enrollment Summary This report lists display the total counts of Wagner-Peyser, WIOA and TAA participants for the selected reporting period, and how many of them are co-enrolled in other programs. Staff is able to see individual details for each report count. Enrollment Summary by LWIA This report lists the total counts of the new and carry over enrollments by program for each LWIA/Region and Office for the selected reporting period. Staff is able to see the detailed list for each report count. Exited Cases This report lists the individuals who have exited (or are about to be soft exited) out of a specific federal program, such as WIOA, Wagner-Peyser, or TRADE. It also includes those who are exempted from soft exit by a global exclusion. Obtained Employment This report lists individuals who have obtained employment. Virtual OneStop Staff Services User Guide V18 05/2018

25 Projected Begin Dates This report lists clients in federal programs by their projected begin dates for activities or services. This report assists staff with tracking projected begin dates that are approaching, much like the Projected End Date Report. Projected End Dates This report lists the individuals in federal programs by their projected end dates on activities or services. This report assists staff members with tracking projected end dates that are approaching. Summary This report lists the Current Case load summary and details per office and/or staff - total counts of the currently Active cases; cases that are currently closed, but not exited; cases that are in the current quarter Follow Up and number of cases that require 1st Qtr. Follow up, 2nd Qtr. Follow up, 3rd Qtr. Follow up and 4th Qtr. Follow up. User is able to see individual details for each report count. Soon to Exit Cases This report lists individuals enrolled in federal programs who are getting ready to soft exit from the system. For more detailed information, access the Learning Center, or click this link to view the video Case Load Reports. To open a Case Load report, click the Report Name link on the Case load Reports screen. Set the filter criteria on the screen that opens and click the Run Report button. The filter criteria will vary, depending on the report being generated. Many Case Load reports include active links that will take staff to specific screens within the system. For instance, the Exited Cases Report (shown below) has links that will open the Staff s Profile > Summary Tab for the selected individual. Sample Exited Cases Report Virtual OneStop Staff Services User Guide V18 05/2018

26 Case Load Non-WIOA Reports These reports, organized by federal program type for non-wioa programs, provide program-specific information for each major program type. For example, staff can view Wagner-Peyser Ineligible Applications. Case Load Non-WIOA Program Reports Menu The types of reports shown in each section may vary depending on the modules your state purchased. The Case Load Non-WIOA Program-Specific Only reports are organized as follows: Generic Generic Soon to Exit Cases This report lists participants in one of the system's Generic Programs scheduled to exit the program within a specified period of time. Trade By TAA Decision Date By TAA Petition Number By TAA Employer TAA List By TAA Follow-Up Details and Summary This report lists the follow-up types, required dates, and status, as well as details on the related Case Manager, location, and totals for TAA applications. An example is shown below: Virtual OneStop Staff Services User Guide V18 05/2018

27 TAA Waiver Review by Calendar This report assists staff members in tracking when their clients 28-day waiver reviews are due. The report displays a calendar with links on the days that there are individuals with waiver reviews due. This report is a good example of how some of the Case Load reports, such as this one, show data on a calendar with active links that staff can use to drill down to more information as shown in the example below. Some reports contain additional information in collapsed rows. To expand the rows and view the information, click the + plus sign to expand the first row. Continue clicking the plus signs to expand additional rows. Virtual OneStop Staff Services User Guide V18 05/2018

28 TAA Incumbent Worker Report This report allows staff to review workers enrolled in the Trade program who are currently employed by a company with a Trade petition, but who are threatened with layoff at some point in the future. TAA Enrolled Individuals with Expired Work Authorizations This report lists participants in the Trade program with registration visas and their expiration dates. If no information is provided with the initial report filter (Alien Registration Expiration Days to Expire), it will show everyone with a visa and the expiration dates. Wagner-Peyser Ineligible Applications This report tracks participants in the Wagner-Peyser Program with ineligible applications. Entered Employment Self Service vs. Staff Assisted This report differentiates individuals who entered employment through their own efforts in comparison to those who entered employment through staff intervention. Registration by Layoff Date This report tracks participants in the Wagner-Peyser program with an identified layoff date, by various filters including unemployment status. Registration by Layoff Date Reports Menu Case Load WIOA Specific Reports These reports, organized by federal program, provide program-specific information. For example, staff can view WIOA caseload details categorized by dislocated worker layoff date, youth goals, and follow-up details, etc. These are divided into WIOA and WIOA Youth specific reports. Virtual OneStop Staff Services User Guide V18 05/2018

29 WIOA Case Load WIOA Program Specific Only Reports Menu Customer Group This report categorizes individuals in WIOA, based on their associated customer group. (There is also a Customer Group report located in the Custom Reports section of the system.) Dislocated Worker Projected Layoff Date This report lists individuals in the WIOA Program by their dislocated worker layoff date. WIOA Follow Up Details & Summary This report lists individuals in WIOA, with quarterly follow-up information that is required once a participant has soft-exited from the system. WIOA Follow Up Employment This report displays the individual s WIOA exit date, employer information, and follow up data. WIOA On-Line Characteristics This report allows staff to search by fields found on nearly every form associated with the WIOA program, including the WIOA Application, Participation, Enrollment, Case Closure, Case Outcome, and Follow-Up forms. WIOA Outcomes by Highest Service Level This report displays the number of individuals with an exit date, with service a different service levels. Selective Service Candidacy This report displays selective service registration data that could be used for candidacy specific to certain programs. Virtual OneStop Staff Services User Guide V18 05/2018

30 Summary of First Services This report displays the individual s WIOA exit date, employer information, and follow up data. (A sample of this report is shown below.) This report allows staff to monitor specific contracted providers who are required to provide a combination of services, letting them monitor the Contracted Providers Level of Service and mixture of Services by seeing report of the first services. Staff can run this report on a monthly basis, or other time period, to track actual service levels, and know how many participants received services such as: First staff assisted core service, First intensive service, First training service, Various types of training services, First supportive service, First Needs Based Payment, First Youth Service. First Service numbers are dynamic links to details of each service. Summary of First Services Report Screens Training This report lists full details of Training Activities for an individual in the WIOA Program by the selected LWIA region and date range. Details include all the IRA funding date, credentials, exit reasons, etc. A small sample of the report is shown below. Virtual OneStop Staff Services User Guide V18 05/2018

31 This report has many columns of detailed ITA data, so the report is very wide, left-to-right, and uses a scroll bar. WIOA Training Screens WIOA Youth WIOA Youth 5% Exception Enrollments This report documents youth in WIOA that are eligible under the 5% Exception eligibility policy. This is initially tracked through their completion of the WIOA youth application. Youth Goal This report lists individuals with youth goals about to expire and/or those who are enrolled with no youth goals set. Documentation Reports The Documentation reports groups includes Case Notes, Document Management, and Last Case Note reports. The most common example (below) is for Case Note reports for different user types. Case Notes Reports Case Notes reports provide staff members the ability to retrieve case notes created for the individual, employer, or provider in the system. Staff can search for specific case notes in a variety of ways, including a popular keyword search that locates case notes based on a word or phrase in the subject field or the narrative field. The report displays the date the case note was created, the subject, and the text in the case note. Case Notes reports are divided into three categories: Virtual OneStop Staff Services User Guide V18 05/2018

32 Individual Employer Provider Following is a sample of the Employer Case Notes report: Employer Case Notes Report Documentation Management Report This report allows staff to search for program enrollees and documents they have provided by program, office location, assigned staff, document category, or verification type (also displays participants without documents). Following is a sample of the a report for documents attached to individuals, the related programs / funding, document categories, verification elements, etc. Virtual OneStop Staff Services User Guide V18 05/2018

33 Example Document Management Report Last Case Note for Participant This report displays the number of days since the last case note by participant. From the Customer Group field, staff can filter by program and participation status. Virtual OneStop Staff Services User Guide V18 05/2018

34 Last Case Note for Participant Report Predictive Reports Predictive reports can be run in advance of the formal reporting periods to allow staff and management the opportunity to take actions required to improve performance during each reporting period. These reports help local staff predict the reporting results and outcomes of data in a manner that parallels WIOA quarterly and annual reports. The reports are provided to let staff generate unofficial reports related to the WIOA program rather than waiting for the quarterly or annual reports to be generated. These reports are an opportunity for staff to see how they are doing at a set point in time (e.g., the number of people they are serving, the number of people who have exited, etc.). This is in preparation for reporting for common measures that are carried out on at a federal level. Employment and Credential Rate This report lists participants in the WIOA program and tracks their success at achieving a credential or employment. Literacy & Numeracy Gains This report lists youth participants in the WIOA program that may display literacy and numeracy gains. Virtual OneStop Staff Services User Guide V18 05/2018

35 Six Month Employment Retention Rate This report lists participants in the WIOA program and their employment sustainability. Total Exiters This report lists participants in the WIOA program and when they exit from the system (soft exit or global exclusion). Youth Attainment of Degree or Certificate This report tracks youth participants in the WIOA program who attained a degree or certification during their involvement in the program. Youth Placement in Employment or Education This report lists youth participants in the WIOA program where employment or education placement information was recorded. Entered Employment Rate This report lists participants in the WIOA program and their entered employment status in the system. Six Month Earning Increase This report tracks participants in the WIOA program who gained employment and maintained employment over a six month period and their wage increases. Skill Attainment Rate This report tracks participants in the WIOA program who attained an IEP goal, and all pertinent details related to the goal. Total Participant Indicators This report lists participants in the WIOA program based on the time period selected. Youth Diploma/Equivalent Rate This report tracks youth participants in the WIOA program who attained a degree or equivalency during their involvement in the program. The figure below displays a sample of the Total Participants report. Total Participants Report For more detailed information, access the Learning Center, or click this link to view the video Predictive Reports. Virtual OneStop Staff Services User Guide V18 05/2018

36 Staff Referrals Reports These reports provide information on the services, follow-up activities, or training referrals made by staff. Referrals can be made for WIOA, Wagner-Peyser, or generic programs. Staff Referral reports let staff track the data regarding these referrals, which is pulled directly from the Staff Referrals option of the Activities tab within the Case Management profile for each individual. Staff Referral reports include: List This report presents summary information entered into Staff Referrals to Providers, which is a category on the Activities Tab in the individual's General Profile (Staff s Profile > General Profile > Activities). By Staff This report shows referral information organized by the staff member who created it. By Provider This report displays referral information organized by the provider of the referral. By Referral Type This report displays referral information organized by type of referral. Staff Referrals Reports The Staff Referrals reports contain links so that staff can drill down to even more information in the system (as shown in the sample List report below). Staff Referrals List Report For more detailed information, access the Learning Center, or click this link to view the video Staff Referrals Reports. CRM (Client Relationship Management) Reports The system s Client Relationship Management (CRM) reports (available in systems with the CRM module) allow staff members to track appointments made with employers. The reports can be run by staff member, region, work item, etc. Virtual OneStop Staff Services User Guide V18 05/2018

37 CRM Reports The Client Relationship Management reports include: List This report lists Employer contacts by staff, with statistics on appointment totals. Links in this report opens the General Information Tab of the Employer s Corporate Profile. By Outcome This report lists outcomes. Click the link in the Outcome column to view a detailed outcome report. On the detailed report, click an Employer link to open the employer s Profile. By Staff - This report lists Appointment Totals by Staff. Click the link in the Staff column to view a detailed report, by employer. On the detailed report, click an Employer link to open the employer s Profile. By Registration Type - This report lists Appointment Totals by Registration Type. Click the link in the Registration Type column to view a detailed report, by employer. On the detailed report, click an Employer link to open the employer s Profile. By Office - This report lists Appointment Totals by office location. Click the link in the Office column to view a detailed report, by employer. On the detailed report, click an Employer link to open the employer s Profile. By Region - This report lists Appointment Totals by Region/LWIA. Click the link in the Region/LWIA column to view a detailed report, by employer. On the detailed report, click an Employer link to open the employer s Profile. By Work Item - This report lists Appointment Total statistics by Work Item. Click the link in the Work Item column to view a detailed report, by employer. On the detailed report, click an Employer link to open the employer s Profile. By Staff Work Item - This report lists Total statistics by Work Item for specific Staff Assignment. The following figure displays an example of the CRM List report: Virtual OneStop Staff Services User Guide V18 05/2018

38 Employer Reports The Employer reports provide data such as internal and external job order information, employer registration information, and job referrals. The Employer reports are divided into these categories: Job Order These reports include data from internal job orders created by preferred employers (employers who registered in the system) and external jobs (jobs that were spidered in from outside sources). Registered Employer These reports display the information provided by employers during registration. Referrals and Referral Results These reports list job referrals by region, office, referring staff member, and referral type. The system divides the Job Order Reports into the following categories: Job Order Reports Internal Internal Job Order reports pertain to job orders created by preferred (registered) employers. List The List report is useful viewing a basic list of internal employer jobs. By Zip Code This report lists internal jobs organized by zip code. Zip codes are links to actual jobs. By O*NET Occupation Group This report lists total job orders, total job openings, and total job referrals organized by O*NET Occupational Group, with links to actual jobs. By O*NET Occupation Code (Detail) This report lists total job orders, total job openings, and total job referrals organized by O*NET Occupation Code and related O*NET occupation title, with links to actual jobs. By NAICS Industry Sector This report lists total job orders, total job openings, and total job referrals by NAICS industry sector code and sector title, with links to actual jobs. By NAICS Industry Code (Detail) This report lists total job orders, total job openings, and total job referrals by NAICS industry code and sector title, with links to actual jobs. By Job Type This report lists job orders, openings, and referrals by type of job (e.g., Regular) and offers links to actual jobs. By Wage Group This report lists job orders, openings, and referrals by wage group (e.g., greater than 20,000, less than 25,000) and has links to actual jobs. By Employer Job Order Status This report lists job orders, job openings, and job referrals by the employer's job order status (e.g., Open and Available, Maximum Positions Met). The employer job order status is a link to actual jobs. Virtual OneStop Staff Services User Guide V18 05/2018

39 By Benefits Offered This report lists job orders, job openings, and job referrals by the benefits that employers indicate they provide (e.g., Dental, Child Care). The report has links to actual jobs that have those benefits. By Staff Job Order Status This report lists job orders, job openings, and job referrals by the staff job order status (e.g., Maximum Applicant Met, Maximum Positions Met, etc.). The report has links to actual jobs. By Reason for Closing This report lists job orders, job openings, and job referrals by the reason the job order was closed (e.g., Employer filled openings) and contains links to actual jobs. By Federal Contractor Status This report lists job orders, job openings, and job referrals by their federal contractor status and has links to actual jobs. By Applicants This report lists the number of applicants for jobs by the job order title and displays the job order number, the total job openings, and the total job referrals. Clicking the Job Title link shows a report of the specific applicants. Clicking a link on that report opens the applicant s Summary Tab in the General Profile (Staff s Profile > General Profile > Summary). By Court Order Status This report lists job orders based on the answer (Yes or No) to the court ordered job status question. The links on the report will open a new report, showing all job orders with that response (Yes or No). That report contains links to the job orders. By State This report lists job orders, job openings, and job referrals by state and has links to allow staff to drill down to view the job order. By Enterprise Zone Status This report lists job orders based on the employer s answer to the enterprise zone status question when creating the job order. The links on the report will open a new report, showing all job orders with that response (Yes or No). That report contains links to the job orders. By City This report lists job orders, job openings, and job referrals by city and has links to allow staff to drill down to view the job order. By Region/LWIA This report lists job orders, job openings, and job referrals by workforce region and has links to allow staff to drill down to view the job order. By Job Category This report lists job orders, job openings, and job referrals by job category (e.g., Regular Non Domestic) and has links to actual jobs. By OneStop Location This report lists job orders, job openings, and job referrals based on the employer s assigned one-stop location, which often is the one-stop closest to the employer, and has links to actual jobs. By Special Job Category This report lists job orders, job openings, and job referrals based on the Special Job Category (e.g., Job Shadowing, Summer Youth Program) and has links to actual jobs. By Original Staff Entered This report lists job orders, job openings, and job referrals based on the staff member who assisted the employer by entering the job order into the system and has links to the jobs. By Original Entry Source This report lists job orders, job openings, and job referrals based on the source that created the job order (e.g., employer, staff) and has links to the jobs. By Last Display Date This report lists jobs based on their last display date in the system. By Actual Close Date This report lists job orders, job openings, and job referrals based on the date the job order was closed and has links to the jobs that closed on that date. By Follow-up Date This report lists job orders, job openings, and job referrals based on any follow-up date established by staff for job order review and has links to the jobs with that particular follow-up date. Daily Jobs Formatted for Posting This report provides a condensed list of job orders that can be posted on a one-stop s bulletin board or public location for job seeker access. Virtual OneStop Staff Services User Guide V18 05/2018

40 By Release from Hold Date This report lists job orders, job openings, and job referrals based on their release from hold date, if the job was ever placed on hold and has links to the jobs that have that release from hold date. By Job Orders with No Applicant Referrals This report lists job orders, job openings, and job referrals that received no job referrals. The Job Referrals column will always have 0 referrals. It is organized by Job Referral Type (e.g., Suppressed Job Order, Unsuppressed Job Order) and has links to actual jobs. By Green Job This report lists jobs that employers indicated were Green Jobs and has links to view the job orders. By Job Created by ARRA This report lists jobs that employers indicated were funded by ARRA and has links to view the job orders. By Required Education Achievement This report lists jobs by minimum educational requirements. By Employer This report lists job orders by the employer that created them. Interview Questions This report lists job orders that have interview question sets attached to them, and shows the questions provided. This helps staff members monitor the questions that employers ask for security purposes and to ensure that employers are not asking any questions that might be deemed inappropriate. Executive Internal Job Order Reports The two subcategories in this section document pending referral requests and suppressed job order data. Pending Referral Requests to Suppressed Jobs by LWIA/Region This report lists referrals for suppressed job orders waiting for review and potential transfer by a staff member to the appropriate employer. Suppressed Job Order Statistics by LWIA/ Region - This report provides statistical data on suppressed job orders, organized by workforce region. Executive Reports Virtual OneStop Staff Services User Guide V18 05/2018

41 External External Job Order reports display only those jobs that are active at the time the report is created. Attempting to rerun a report for a prior date likely will result in a different output because an external job could have closed since the last time the report was run. List This report is useful for creating a list of external or spidered jobs. By City Location This report lists jobs by the employer s city location and has links to the actual jobs. Clicking the link opens the List Report. By Source This report lists external jobs by the job board from which they were derived (e.g., EDU, GOV, HOS, etc.). By Post Date This report lists external jobs by the date they were posted in the system. By Wage Group This report lists external jobs by their posted salary information. Click the salary range link to view the actual jobs. Since many external jobs do not provide salary information, choosing the Not Specified filter option will return a large number of jobs. By Employer This report lists external jobs by the employer. Click on the employer name link to view the actual jobs. By O*NET Occupation Group This report lists external jobs by O*NET Occupation Group. Click on the specific code link to view the actual jobs. By O*NET Occupation Code This report lists external jobs by O*NET Occupation Code. Click on the specific code link to view the actual jobs. By Job Type This report lists external jobs by the type of job (e.g., Full Time, Part Time, etc.). By Required Educational Achievement This report lists external jobs by the level of education they require. Click on the specific educational achievement link to view actual jobs. Many external jobs do not publicize the required education level, so many will not have an achievement level indicated. By NAICS Industry Code This report lists external jobs organized by NAICS codes. Click on the specific NAICS code entry link to view actual jobs. By NAICS Industry Sector This report lists external jobs organized by NAICS industry sector. Click on the sector code to view actual jobs. By Required Experience This report lists external jobs by the level of required experience (e.g., 12 months experience or more). Click on the specific experience level link to view actual jobs. By Region/ LWIA - This report lists external jobs by workforce region. By Job Time Type - This report gives a statistical summary of job orders by type (e.g., Full-Time, Part-Time, When Needed, etc.). By Green Job - This report lists external jobs that are identified as green jobs. External Job Order Reports Virtual OneStop Staff Services User Guide V18 05/2018

42 Summary The Summary reports summarize statistics, such as the top positions by O*NET code and NAICS sectors. The information incorporated here pertains to both external and internal jobs. Top Job Positions by O*NET Occupation Group This report gives a list of job positions by O*NET occupational group both external and internal types. Top Job Positions by NAICS Industry Sector This report provides a list of job positions by NAICS industry sector both external and internal types. Summary Job Order Details - This report lists the top positions based on basic search criteria such as city, state, zip code, green job designation, job order stats and date ranges. Summary Job Order Reports For more detailed information, you can also access the Learning Center, or click this link to view the video Job Order Reports. Registered Employer Reports These reports provide information about a selected group of employers or all of the employers who have registered in the system. Most of the Registered Employer reports are based on data entered during registration by the employer or by staff working on behalf of the employer. The system features the following Registered Employer reports: Employer Reports List This report provides a list of all registered employers based on the filters used. The User Name link opens the employer's profile folders. By Worksite Locations This report lists employers based on their worksite locations. The report has links to view their worksite locations. Virtual OneStop Staff Services User Guide V18 05/2018

43 By Employer Type This report lists employers by their employer type (i.e., Federal Government, Local Government, and Private Sector). The Employer Type link allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). This report is of limited value since almost all registered employers are 'Private Sector.' By Industry This report lists the NAICS codes of employers in the system. Clicking the NAICS code link on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By County/Parish This report lists the county/parish of employers in the system. Clicking the County/Parish link on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By Affirmative Action This report lists employers based on whether they have an affirmative action plan. Clicking the links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By Industry Sector This report is similar to the "By Industry" report that lists the NAICS sector codes of employers in the system. Clicking the links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By Region/LWIA This report lists employers by workforce region and has links to the employer s record. By ADA Compliance This report lists employers by whether or not they are ADA Compliant. Clicking the links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By Benefits Offered This report lists the benefits that employers indicated they provide Clicking the links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile).. By Zip Code This report lists employer worksite locations by zip code. Clicking the links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By State This is similar to the "By Zip Code" report. The report lists employer worksite locations, by state, and has links to the employers records. By Number of Employees This report lists employers by the number of employees they have. Employee numbers are ranges: 1-4, 5-9, 10-19, 20-49, 50-99, , , , 1,000-4,999, 5,000-9,999, and 10,000+. Clicking the links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By Federal Contractor Status This report lists employers by whether or not they are federal contractors. Clicking the links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By Mailing Information This report lists employer worksite mailing information, which includes location, contact, mailing address, city, state, zip code, and country. Clicking the links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By Assigned One Stop Location This report lists employers by their assigned one-stop location. This is a very useful report for staff-related functions. By One Stop of Registration This report lists employers by their closest one-stop location based on their registration location. By Assigned Case Manager This report lists employers by their assigned case manager. Access Registered Employer Access reports document an employer s access rights, whether throughout their history with the system or currently. Virtual OneStop Staff Services User Guide V18 05/2018

44 List - This report provides a list of employers by their current access rights (disabled, enabled, all, revoked locked out, etc.). Clicking the links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By Access History This report provides information on an employer s access history, current access rights, when their access rights were changed and by whom, as well as their registration date and assigned one-stop office. Clicking the Employer ID links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). By Summary Access Status This report allows staff to retrieve a list of employers by access status. The report provides information on assigned office, current access rights, date access rights last changed, and what staff member modified the access rights. This is the most useful and detailed of the Employer Access Rights reports. Clicking the Employer ID links on the report allows staff to drill down to the employer s General Information Tab (in the Corporate Profile). Employer Access Reports Activity The Employer Activity report shows the number of individuals and résumés the employer(s) viewed, the number of job orders created, and the number of messages sent. Clicking the links in the report lets staff drill down to detailed information about the topic. For instance, clicking the number link in the Individual Viewed column opens a list of the individuals viewed. Employer Activity Report The following figure displays a sample of the Employer Activity Report and the detail report that staff can access by clicking one of the links. Virtual OneStop Staff Services User Guide V18 05/2018

45 Employer Activity Report and Detail Report For more detailed information, access the Learning Center, or click this link to view the video Registered Employer Reports. Referrals and Referral Results Reports These reports list the activities or events in which individuals have participated. These reports contain service activity information needed for accurate analysis of the system use. Service reports let staff filter by WIOA or Wagner-Peyser program then by subprograms and service codes, or other filtering parameters. The Referral and Referral Results reports are divided into the following categories: Referral Reports (All Referrals both internal and external) These reports provide a breakdown of internal and external job referrals by region, referring staff member, office, or by referral type. Internal Job Order Referrals These reports generate information on internal job referrals, and contain more search variables than the All Referrals reports described above. Staff can generate reports by O*NET occupation, recruiting state, employer, pending referrals, application methods, etc. Virtual OneStop Staff Services User Guide V18 05/2018

46 External Job Order Referrals These reports focus on additional search criteria based on external job referrals. Staff can generate reports that focus on office location, region, type of referral, and referring staff member. Results These reports generate information on external job order referrals. Staff can generate reports that focus on worksite, region, referring staff member, or referral type. Hire The Internal Referral and Hire report is an extensive report showing referrals and all data related to the job order and referral. This report includes the hire date and salary, as well. For more detailed information, access the Learning Center, or click this link to view the video Referrals and Referral Results Reports, which includes several samples of referral reports. Referral These reports list job referrals by region, office, referring staff member, and referral type. The types of Referral reports are: By LWIA Region This report provides a list of internal and external job referrals by LWIA and region. By Referring Staff Member This report provides a list of internal and external job referrals by the referring staff member. By Office Location This report provides a list of internal and external job referrals by the onestop office location. By Type of Referral - This report provides a list of referrals by referral type (External, Outside Web-Link, Referral to Permanent Job, etc.). (Internal and External) Referral Reports Internal These reports list job referral information for preferred employer jobs. Internal Referral Reports Virtual OneStop Staff Services User Guide V18 05/2018

47 Preferred employers are those employers who are registered in the system. The types of Internal Referral Reports include: List This report provides a list of internal job referrals. This report is quite large and is easier to review after exporting into an Excel spreadsheet. By Type of Referral This report provides shows referrals by referral type and allows staff to drill down to a detail report. By LWIA Region This report provides a list of internal job order referrals by region. By O*NET Occupation Group This report provides a list of referrals by O*NET Occupation Group. By Office Location This report provides a list of internal job referrals by the one-stop office location. By O*NET Occupation Title This report provides a list of internal job referrals by O*NET occupation title. By Referring Staff Member This report provides a list of referrals by staff member name. By Job Order Worksite This report provides a list of internal referrals by job order worksite. By Outstanding Referrals This report provides a list of outstanding, job referrals from jobs that are still open and available. On the report, staff can click the Job Order No. and Employer Name links to drill down to detail reports. By Individual Outstanding Job Referral Results This report provides a list of internal referrals by job referral results. On the report, staff can click the Job Order No. and Employer Name links to drill down to detail reports. By Pending Referral Results This report provides a list of pending referrals. By Recruiting Stage This report provides a list of referrals by recruiting stage (i.e., Made Offer, Individual Not Interested, etc.) Self Referral This report provides a list of internal self-referrals. By Employer This report provides a list of internal job referrals by the employer of origin. By Job Order Number This report provides a list of job referrals by job order number. By Individual Skills Gap This report provides a list of job order referrals for employers with the skills job skills listed for the job, the individual skills matched, and the % Skills gap. By Application Method This report provides a list of job referrals by the application method. Virtual OneStop Staff Services User Guide V18 05/2018

48 Sample Internal Referral Report by Employer Individual Skills Gap Many referral reports feature links that will take staff to detail reports. The Job Order Referrals by Employer report (shown below) is one example of these links. Clicking on any of the links in the Job Order Worksite column will open a detail report for that specific employer location (worksite). Sample Referral Reports Internal Job Order Referrals by Employer External External reports list job referrals from external or spidered jobs. Data from these job referrals is somewhat limited. List This report provides a list of external job referrals. By Office Location This report provides a list of external job referrals by office location. By Type of Referral This report provides a list of referrals by referral type. By LWIA/Region This report provides a list of external referrals by region. By Referring Staff Member This report provides a list of external job referrals by the referring staff member. Virtual OneStop Staff Services User Guide V18 05/2018

49 Results External Referrals Reports Results reports list job order referral results, where the outcome of the job order referral is known and documented. List This report provides a list of internal job order referral results. By LWIA/Region This report provides a list of internal job referral results by region. By Office Location This report provides a list of internal job referrals by office location. By Staff Recording Results This report provides a list of internal job referral results by the staff member that recorded the results. By Job Order Worksite This report provides a list of internal job referral results by job order worksite. By Job Order Number This report provides a list of internal job referrals results by job order number. By Referring Staff Member This report provides a list of internal job referral results by the staff member who conducted the original referral. By Referral Result Type This report provides a list of internal job referrals by referral type. By O*NET Occupation Group This report provides a list of internal job referral results based on the O*NET occupation group. By O*NET Occupation Code This report provides a list of internal job referral results by the related O*NET Occupation Code. By Employer This report provides a list of internal job referrals by employer name. Referral Results Reports Many referral results reports contain links that will open a detail report related to the item. For instance, the Referral Results by Employer report (shown below) has a link that will open a detail report showing the employer s referral records. Virtual OneStop Staff Services User Guide V18 05/2018

50 Hire Referral Results by Employer Report & Detail Report The Internal Referral and Hire report is an extensive report showing referrals and all data related to the job order and referral. This report includes the hire date and salary, as well. Internal Referral and Hire Report The following figure displays sections of the Internal Referral and Hire report (which, in its entirety, is quite large). Sample Internal Referral and Hire Report (Partial) Virtual OneStop Staff Services User Guide V18 05/2018

51 Financial Reports Financial reports return information such as budget data, obligation data, and expenditure data. These reports also include Individual Fund Tracking (IFT) management information and fund stream information. Access to the financial or fund management reports is normally only enabled for select staff members who are involved with managing the Advanced IFT components of Virtual OneStop. In other words, the staff members who not only monitor and manage limitations on obligations, payments and refunds related to individual services for programs, but who also manage related budgets and budget or program limits, are usually given additional permissions to generate this set of reports. These reports are covered in the Advanced IFT-related documentation. Financial Reports are divided into the following categories: Summary This category includes reports on IFT and Budget Management, Obligations and WIOA Voucher Approvals. Individual These reports display information on individuals enrolled in funded services and budget fund stream information. Case Manager These reports display information on the case managers whose clients are enrolled in fundable services. Trade Expenditure These reports provide information on participants involved in Trade program services. Summary Summary reports include the following: IFT Basic Management This report provides information on individuals participating in funded enrollments, as well as the voucher and payment information associated with it. IFT Basic Management Detail This report provides detailed information on individuals participating in funded enrollments and includes the Provider name, course, funded and obligated amounts, current balance, and total payment. Budget Management This report provides information on fund streams/budgets in the system, including outstanding balance and budget information. Obligations by Location This report lists funding obligations by physical location. Obligations by Fund Stream This report lists funding obligations by budget/ fund stream. Obligations by Provider This report lists funding obligations organized by the service provider. WIOA Voucher Approval Status This report lists vouchers for WIOA eligible training services by their approval status. Obligations by Participants This report lists funding obligations by individuals who are receiving those services. Obligations by Time Period This report lists funding obligations by program year or time period. Obligations by Payable To This report lists funding obligations by the party to whom obligations are payable. Virtual OneStop Staff Services User Guide V18 05/2018

52 Summary Financial Reports The following is a sample of the WIOA Voucher Approval Status Report. WIOA Voucher Approval Status Report Individual The Individual Financial Reports display information on individuals enrolled in funded services and budget fund stream information. Summary This report provides summary information regarding individuals enrolled in various funded services. By Fund Stream and Time Period This report provides information on individuals enrolled in fundable services, organized by budget fund stream and corresponding time period. Individual Financial Reports Case Manager The Case Manager reports display information on the case managers whose clients are enrolled in fundable services. By Fund Stream and Time Period This report provides information on case managers who have clients enrolled in fundable services, organized by budget fund stream and time period. By Location This report provides information on case managers who have clients enrolled in fundable services, by location. Virtual OneStop Staff Services User Guide V18 05/2018

53 By Participants This report provides information on case managers who have clients enrolled in fundable services, by client. Obligations by Location This report provides information on case managers who have clients enrolled in fundable services, organized by obligation and location. Case Manager Reports Trade Expenditure The Trade Expenditure reports show information on participants in Trade program services. By Participants - This report collects information on participants involved in Trade program services, and includes the participation dates, service provider, and cost information. By Daily Payments - This report collects information on daily payments pertaining to Trade program services. Trade Expenditure Reports Following is an example of the Trade Expenditure by Participants Report. Trade Expenditure by Participants Report For more information, access the Learning Center, or click this link, to view the video Fund Management Reports. Virtual OneStop Staff Services User Guide V18 05/2018

54 Training Reports The Training Reports display information about the individuals who have participated in training programs and the service providers who offer the training. The Training Reports include: Alison Metrics This report shows the individuals who have taken online training courses through the Alison website. Financial Aid This report displays Pell Grant recipients and includes links to the Staff s Profile screen. The report includes the activity code, projected and actual begin and end dates, and the type and amount of financial aid. Training These reports display WIOA program training statistics with specific focus by grant, by office, by provider, by region/lwia, and by staff assigned. Participants are listed as hyperlinks, which go to the Staff Profile tab for assisting individuals. Alison Metrics Training Reports The Alison Metrics report displays the individuals who have taken Alison online training courses and has links to the Staff s Profile screen. The report includes the name of the course, the start and end dates, total time spent on the course and the individual s completion status. Financial Aid Report Alison Metrics Report The Financial Aid report displays Pell Grant recipients and includes links to the Staff s Profile screen. The report includes the activity code, projected and actual begin and end dates, and the type and amount of financial aid. Pell Grant Recipients Report Virtual OneStop Staff Services User Guide V18 05/2018

55 Provider Funding Reports The Alison Metrics report displays the individuals who have taken Alison online training courses and has links to the Staff s Profile screen. The report includes the name of the course, the start and end dates, total time spent on the course and the individual s completion status. Sample Provider Funding Report Training List This report lists participants in WIOA Program Training and their employment status. By Grant This report displays WIOA Program Training statistics by grant, with the ability to view participant information using the report's toggle control. By Office This report displays WIOA Program Training statistics by Office location, with the ability to filter by Active/Inactive status. Participant information is available by using the report's toggle control. By Provider This report displays WIOA Program Training statistics by Provider, with the ability to filter by Active/Inactive status. Participant information is available by using the report's toggle control. By Region/LWIA This report displays WIOA Program Training statistics by Region/LWIA, with the ability to filter by Active/Inactive status. Participant information is available by using the report's toggle control. By Staff Assigned This report displays WIOA Program Training statistics by Staff, with the ability to filter by Active/Inactive status. Participant information is available by using the report's toggle control. Training Reports Virtual OneStop Staff Services User Guide V18 05/2018

56 Individual Reports Individual reports provide statistical or account information about all individuals registered in the system or a selected group of individuals. Reports can be filtered by a number of criteria, including age, desired salary, driver s license type and endorsement, education level and occupational experience. Note: These reports are not related to whether the individuals are engaged in federal programs, or using the system; they simply indicate individuals who have registered at one-stop locations. The Individual Reports include: Background Information Reports These reports provide data gathered when the registered individual enters information into the system through the Background Wizard. Registered Individual Reports These reports display information entered into the system during individuals system registration, such as age, gender, education, employment status, etc. Enrolled Individual Reports These reports combine information from an individual's registration form with basic case management fields. It is one of the primary reports that staff members can initially run when documenting case management program information on a group of individuals. Résumé Reports These reports document information concerning individuals and the résumés they create in the system. Background Information Reports Background Information reports provide information gathered in an individual's Background Wizard. The reports include information such as driver s license type and endorsement, desired salary, education, work experience, and desired work location. Background Reports Following is a list of the Background Information reports: List This report displays individuals basic information, such as city, state, and registration date. Clicking the User Name link opens the individual s Profile screen. Select the checkbox in the Map column and click the Map Selected Records link to view the individual(s) on a map. Virtual OneStop Staff Services User Guide V18 05/2018

57 By Individual Relies on Public Transportation This report allows staff to drill down to details of individuals who do or do not require public transportation. The report shows the answers to that question (Yes or No) and links staff to a report showing all individuals who gave that answer. The information displayed is the same as that on the List report described above. By Driver's License Endorsements This report provides a list of individuals and their driver's license endorsements. This report works the same as the By Individual Relies on Public Transportation report described above. By Actual Occupation Experience This report lists O*NET codes that link staff to a detailed report, just as the By Individual Relies on Public Transportation report described above. By Desired Salary This report lists salary ranges that link staff to a detailed report, just as the By Individual Relies on Public Transportation report described above. By Educational Category This report lists educational categories that link staff to a detailed report, just as the By Individual Relies on Public Transportation report described above. By Desired Work Location This report lists work locations that link staff to a detailed report, just as the By Individual Relies on Public Transportation report described above. By Access to Motor Vehicles This report lists individuals answers to whether they have access to a motor vehicle (Yes or No). The answers are links that take staff to a detailed report, just as the By Individual Relies on Public Transportation report described above. By Driver's License Type This report lists individuals driver's license types that link staff to a detailed report, just as the By Individual Relies on Public Transportation report described above. By Educational Level This report lists educational levels that link staff to a detailed report, just as the By Individual Relies on Public Transportation report described above. Background Information List Report For more detailed information, access the Learning Center, or click this link to view the video Background Information Reports. Virtual OneStop Staff Services User Guide V18 05/2018

58 Registered Individual Reports Registered Individual reports display information from individuals registration, such as age, race, gender, education, employment status, etc. Registered: Registered Individual Reports Following is a list of the Registered Individual reports: List This report displays registered individuals basic information, such as city, state, and registration date. Clicking the User Name link opens the individual s Profile screen. Select the checkbox in the Map column and click the Map Selected Records link to view the individual(s) on a map. (This is similar to the List report found under the Background Information Reports category described in the previous section.) By Age This report lists registered individuals age ranges. The age ranges are: 14-17, 18-22, 23-32, 33-44, 45-54, 55-64, and 65+. Click an age range link to view a detailed report of individuals within that date range. From the detailed report, click the Username link to open the individual s Profile screen. By Race This report lists individuals races. Click a link in the Race column to view a detailed report of individuals of that race. From the detailed report, click the Username link to open the individual s Profile screen. By Gender This report lists individuals genders. Click a link in the Gender column to view a detailed report of individuals of that gender. From the detailed report, click the Username link to open the individual s Profile screen. By Ward/Borough/Township This report lists individuals Wards, Boroughs, or Townships if the state uses those regional descriptions. (If not, the report will be blank.) Click a link in the Ward/Borough/Township column to view a detailed report of individuals in that area. From the detailed report, click the Username link to open the individual s Profile screen. By Education Achievement This report lists individuals education achievement levels (i.e., High School Diploma). Click a link in the Education Achievement Levels column to view a detailed report of individuals with that level of education. From the detailed report, click the Username link to open the individual s Profile screen. (A sample of this report is shown below, including a sample of Graph option.) Virtual OneStop Staff Services User Guide V18 05/2018

59 Sample Registered Individuals Report by Education Achievement Screen By Disability Status This report allows staff to drill down to details of individuals who indicated they do or do not have a disability. The report shows the answers to that question (Yes or No) and links staff to a report showing all individuals who gave that answer. The information displayed is the same as that on the List report described above. By Employment Status This report lists individuals employment statuses (i.e., Working Full Time, Not Working, etc.). Click a link in the Employment Status column to view a detailed report of individuals with that employment status. From the detailed report, click the Username link to open the individual s Profile screen. By Migrant Farmer Worker Types This report allows staff to drill down to details of individuals who indicated they have or have not worked as migrant farm workers. The report shows the types of Migrant Workers in the system (the report shows No for all individuals who indicated they did not work as any type of migrant worker). Clicking the links in the Migrant Farm Worker Type column opens a report showing all individuals who gave that answer. The information displayed is the same as that on the List report described above. By Military Spouse/Dependent Status This report allows staff to drill down to details of individuals who indicated they are (or are not) military personnel or the spouse or dependent of a military person. The report shows the answers to that question and links staff to a report showing all individuals who gave that answer. The information displayed is the same as that on the List report described above. By Registration Source This report lists the various methods that individuals used to register in the system (Self-service, Staff entered, etc.). Click a link in the Registration Source column to view a detailed report of individuals who were registered via that method. From the detailed report, click the Username link to open the individual s Profile screen. By IP Location This report lists the Internet Protocol (IP) locations individuals used during system registration. Responses are links to actual User Names. Columns show total numbers and percent of total. Click a link in the IP Location column to view a detailed report of individuals who were registered with that IP location. From the detailed report, click the Username link to open the individual s Profile screen. By No Virtual Recruiter This report lists individuals who do not have Virtual Recruiter searches saved as part of their profiles. Click the Username link to open the individual s Profile screen. Virtual OneStop Staff Services User Guide V18 05/2018

60 By County/Parish This report lists individuals counties or parishes and is otherwise identical to the "Ward/Borough/Township" report. By Hispanic Ethnicity This report is similar to the "By Race" report. It lists individuals responses to the Hispanic Ethnicity question (Yes/No) asked during registration. By Website Access Location This report lists the various locations from which individuals accessed the system during registration (i.e. Home, Work, Job Fair, etc.). Click a link in the Website Access Locations column to view a detailed report of individuals who were registered from that location. From the detailed report, click the Username link to open the individual s Profile screen. By Cookie Location This report lists individuals registration cookie locations and should always be Internet. The Cookie Location link is essentially of little value since it will list everyone. By Zip Code This report lists individuals zip codes. Click a link in the Zip column to view a detailed report of individuals who were registered from that location. From the detailed report, click the Username link to open the individual s Profile screen. Zip codes are links to actual User Names. Columns show total number and percent of totals. By Attending School Status This report allows staff to drill down to details of individuals who indicated they are (or are not) attending school. The report shows the answers to that question and links staff to a report showing all individuals who gave that answer. The information displayed is the same as that on the List report described above. By Region/LWIA This report lists the Regions/LWIAs of registered individuals. Click a link in the Region/LWIA column to view a detailed report of individuals within that region. From the detailed report, click the Username link to open the individual s Profile screen. By Unemployment Status This report lists individuals unemployment status and works like the By Attending School Status report described above. By Office This report lists the one-stop offices and is similar to the "By Region/LWIA" report. By Works in Agriculture ONET Occupation This report is similar to the "By Migrant Worker Types" report and lists individuals answers to the agriculture question. By ONET Occupational Group This report lists individuals O*NET occupational codes. Click a link in the O*NET Occupational Code column to view a detailed report of individuals with that code. From the detailed report, click the Username link to open the individual s Profile screen. By UI Update Date This report lists individuals based on their UI update dates. Click the Username link to open the individual s Profile screen. The figure below is an example of the Registered Individual List Report. Registered Individual List Report Virtual OneStop Staff Services User Guide V18 05/2018

61 For more detailed information, access the Learning Center, or click this link to view the video Registered Individual Reports. Veteran Reports These reports provide information about some or all the registered individuals who are veterans. Registered Individual Reports Veterans - These reports take all the fields from individual registration and allow staff members to run reports on them. By Potential Eligibility for Veteran Benefits This report lists individuals who are veterans and responded to this question. Responses are links to actual User Names. Columns show total number and percent of total. By Veteran Discharge Status This report lists veteran responses to this question. Responses are links to actual User Names. Columns show total number and percent of total. By Veteran Eligible Person This report lists veteran responses to this question. Responses are links to actual User Names. Columns show total number and percent of total. By Veteran Status This report lists veterans who responded to this question. Responses are links to actual User Names. Columns show total number and percent of total. By Transitioning Service Members This report lists veterans who responded to this question on transitioning. Responses are links to actual User Names. Columns show total number and percent of total. By Disabled Veteran Status This report lists veterans who responded to this question on disabilities. Responses are links to actual User Names. Columns show total number and percent of total. Characteristics. Participant Profile - This raw numbers report takes registration characteristics and provides information on subjects such as gender, age, ethnicity, and education level. Enrolled Individual Reports These reports provide information about some or all individuals who are enrolled in a specific program (i.e., WIOA or Wagner-Peyser). This report can be sorted by various criteria (e.g., by age, education, work status), and filtered by variables such as program, subprogram, type, county, veteran status, etc. Examples of typical reports staff may generate might include a breakdown by ZIP code for all individuals enrolled in WIOA who have a disability, or a breakdown by education level for all individuals enrolled in Wagner-Peyser who have been veterans for over 180 days. Virtual OneStop Staff Services User Guide V18 05/2018

62 Enrolled Individual Reports The Enrolled Individual Reports are divided into two categories one for general reporting of all individuals and another specifically for veterans. Following is a list of the Enrolled Individual reports: List This report provides a list of all enrolled individuals based on the selected filters. Click the Username link to open an individual s Profile screen. By Age This report lists enrolled individuals age ranges and otherwise works like the By Age report described above in the Registered Individual section. By Gender This report lists enrolled individuals genders and otherwise works like the By Gender report described above in the Registered Individual section. By Zip Code This report lists individuals zip codes and otherwise works like the By Zip Code report described above in the Registered Individual section. By County/Parish This report lists enrolled individuals counties or parishes and otherwise works like the By County/Parish report described above in the Registered Individual section. By Web Site Access Location This report, for enrolled individuals, works like the By Web Site Access Location report described above in the Registered Individual section. By One Stop Office This report lists enrolled individuals one-stop offices and otherwise works like the By Region/LWIA report described above in the Registered Individual section. By Staff Assigned This report lists assigned staff members. Click the link in the Staff Assigned column to open the detailed report for that staff member. From the detailed report, click the User Name link to open an individual s Profile screen. By Unemployment Status This report, for enrolled individuals, works like the By Unemployment Status report described above in the Registered Individual section. By Attending School Status This report, for enrolled individuals, works like the By Attending School Status report described above in the Registered Individual section. Virtual OneStop Staff Services User Guide V18 05/2018

63 By Working in Agricultural O*NET Occupation Code Status This report, for enrolled individuals, works like the By Migrant Worker Types report described above in the Registered Individual section. By NEG Grant This report lists individuals who are enrolled in an NEG Grant. Click the User Name link to open the individual s Profile screen. By WIOA Partner Program This report lists the WIOA Partner Programs in which individuals are enrolled. Click the link in the WIOA Partner Program column to open the detailed report for that program. From the detailed report, click the User Name link to open an individual s Profile screen. By Grant by Zip Code This report lists enrolled individuals by grant type and zip code. Click the User Name link to open the individual s Profile screen. By Ward/Borough/Township This report, for enrolled individuals, works like the By Ward/Borough/Township report described above in the Registered Individual section. By Work Status This report, for enrolled individuals, works like the By Employment Status report described above in the Registered Individual section. By Race This report, for enrolled individuals, works like the By Race report described above in the Registered Individual section. By Hispanic Ethnicity This report, for enrolled individuals, works like the By Hispanic Ethnicity report described above in the Registered Individual section. By Selective Service Registration This report allows staff to drill down to details of enrolled individuals who indicated they are (or are not) registered with Selective Service. The report shows the answers to that question and links staff to a report showing all individuals who gave that answer. The information displayed is the same as that on the List report described above. By Migrant/Seasonal Farm Worker Types This report, for enrolled individuals, works like the By Migrant Farm Worker Types report described above in the Registered Individual section. By Region/LWIA This report, for enrolled individuals, works like the By Region/LWIA report described above in the Registered Individual section. By Educational Achievement This report, for enrolled individuals, works like the By Education Achievement report described above in the Registered Individual section. By Disability Status This report, for enrolled individuals, works like the By Disability Status report described above in the Registered Individual section. By Haitian Ethnicity This report, for enrolled individuals, works like the By Hispanic Ethnicity report described above in the Registered Individual section. By Employment Status at Participation This report, for enrolled individuals, works like the By Employment Status report described above in the Registered Individual section. By Registration Source This report, for enrolled individuals, works like the By Registration Status report described above in the Registered Individual section. By WIOA 15% Grant This report lists individuals who are enrolled in a WIOA 15% Grant. Click the User Name link to open an individual s Profile screen. By WP Special Program This report works like the WIOA Partner Program report described above. By Cookie Location This report, for enrolled individuals, works like the By Cookie Location report described above in the Registered Individual section. Note: Many of the Detailed Reports can be filtered using drop-down lists that are dynamic. Making a selection causes subsequent drop-down lists to populate, based on the previous drop-down list selection. For example, selecting WIOA for Program Type updates the Subprogram drop-down list, so the user can select a specific subprogram, such as WIOA Adults or WIOA Youth. Virtual OneStop Staff Services User Guide V18 05/2018

64 The figure below shows a sample of the Enrolled Individuals List report. Veteran Sample Enrolled Individuals List Report The Veteran category of Enrolled Individual Reports has several reports that are most useful to staff who are assisting veterans. These reports pull information from individuals registration data and basic case management fields. Following is a list of the Veteran reports: By Potential Eligibility for Veteran Benefits This report allows staff to drill down to details of enrolled individuals who indicated they are (or are not) potentially eligible for veteran benefits. The report shows the answers to that question and links staff to a report showing all individuals who gave that answer. The information displayed is the same as that on the List report described above. By Veteran Status This report allows staff to drill down to details of enrolled individuals who indicated they do (or do not) hold a veteran status. The report shows the answers to that question and links staff to a report showing all individuals who gave that answer. The information displayed is the same as that on the List report described above. By Discharge Status This report lists the discharge statuses held by enrolled veterans. Click the link in the Discharge Status column to open the detailed report for that status. From the detailed report, click the User Name link to open an individual s Profile screen. By Veteran Eligible Person This report allows staff to drill down to details of enrolled individuals who indicated are (or are not) eligible as a veteran. The report shows the answers to that question and links staff to a report showing all individuals who gave that answer. The information displayed is the same as that on the List report described above. By Disabled Veteran Status This report works like the By Veteran Status report described above. By Veteran Campaign Status This report works like the By Veteran Status report described above. By Military Spouse/Dependent Status This report works like the By Veteran Status report described above. By Veteran Transitional Service Member This report works like the By Veteran Status report described above. For more detailed information, access the Learning Center, or click this link to view the video Enrolled Individual Reports. Virtual OneStop Staff Services User Guide V18 05/2018

65 Resumé Reports Resumé reports list individuals who have resumés in the system and track the results of those resumés. These reports indicate which resumes are generating responses and which individuals may need additional help with their resumes. The resumé reports offer a variety of sorting and filtering choices. Resumé Reports The system divides the Resumé reports into two categories Resumé (General Resumé Reports) and Worker. Resumé These reports document information about individuals resumes and the results those resumés generate. Worker These reports list individuals resumés by the individual s occupation, experience, or education. Resume List This report provides a list of individuals who have resumes in the system. The report includes the resumé title, the desired occupation, and whether the resumé is available online. Clicking the User Name link opens the individual s Profile screen. Select the checkbox in the Map column and click the Map Selected Records link to view the individual(s) on a map. By Desired Salary This report lists the desired salary ranges of individuals who have resumes in the system. Click a link in the Desired Salary column to open a detailed report of individuals with that desired salary. From the detailed report, click the User Name link to open the individual s Profile screen. By Desired Work Location This report lists the desired work locations of individuals who have resumes in the system. Click a link in the Desired Work Location column to open a detailed report of individuals with that desired work location. From the detailed report, click the User Name link to open the individual s Profile screen. By Actual Occupation Experience on Resume This report lists the occupations (and O*NET occupational codes) of individuals who have resumes in the system. Click a link in the Actual Occupation Experience column to open a detailed report of individuals with experience in that occupation. From the detailed report, click the User Name link to open the individual s Profile screen. By Assigned LWIA This report lists the assigned LWIA of individuals who have resumes in the system. Click a link in the Assigned LWIA column to open a detailed report of individuals assigned to that LWIA. From the detailed report, click the User Name link to open the individual s Profile screen. By Education Level This report lists the education levels of individuals who have resumes in the system. Click a link in the Education Level column to open a detailed report of individuals Virtual OneStop Staff Services User Guide V18 05/2018

66 with that education level. From the detailed report, click the User Name link to open the individual s Profile screen. By Desired Occupation This report is like the Actual Occupation Experience on Resumé report described above. This report, however, lists the individuals desired (not actual) occupation. By Resumes Viewed by Employers This report lists the employers that have viewed resumés in the system. Click a link in the Company column to open a detailed report of individuals whose resumés the employer has viewed. From the detailed report, click the User Name link to open the individual s Profile screen. By Registered Individual This report lists individuals who have resumes in the system. Click a link in the Individual column to open a detailed report of that individual s resumés. From the detailed report, click the User Name link to open the individual s Profile screen. By Individual's Location This report lists the locations (e.g., counties) of individuals who have resumes in the system. Click a link in the Individuals Location column to open a detailed report of individuals within that area. From the detailed report, click the User Name link to open the individual s Profile screen. By Assigned Office This report lists the assigned one-stop office of individuals who have resumes in the system. Click a link in the Assigned Office column to open a detailed report of individuals assigned to that office. From the detailed report, click the User Name link to open the individual s Profile screen. By Assigned Staff This report lists the staff members assigned to individuals who have resumes in the system. Click a link in the Assigned Staff column to open a detailed report of individuals assigned to that staff member. From the detailed report, click the User Name link to open the individual s Profile screen. Sample Resumé List Report Worker By Occupation This report lists all occupations for which resumés have been created in the system. Click a link in the Job Title column to open a detailed report of individuals with resumés for that occupation. From the detailed report, click the User Name link to open the individual s Profile screen. By Years Experience This report lists all occupations for which individuals have created resumés in the system and the number of years experience individuals have in each occupation. Click a link in the Occupation column to open a detailed report of individuals with resumés for that occupation. From the detailed report, click the User Name link to open the individual s Profile screen. By Education This report lists resumés from individuals by education status. Clicking on the status will display related resumés. The following figure shows a sample of the Resumés by Year of Experience report. Virtual OneStop Staff Services User Guide V18 05/2018

67 Years of experience Resumés by Year of Experience Report (Partial) For more detailed information, access the Learning Center, or click this link to view the video Resumé Reports. Miscellaneous Reports The Miscellaneous reports are organized into the following categories: Administration These reports allow staff members to retrieve data showing the most common assessment results for a particular area or region. Assessment Results These reports allow staff members to retrieve data showing the most common assessment results for a particular area or region. Equal Employment Opportunity These reports document employer, job order, and staff information as they relate to the age, race, and ethnicity of applicants who applied for jobs from preferred employers. EEO Reports include the Job Order, Employer, and Job Order Percentages Reports. Virtual OneStop Staff Services User Guide V18 05/2018

68 Security These reports are designed to assist staff in locating potentially fraudulent employers and other customer groups by analyzing information such as the number of individuals viewed or the number of messages sent or received. Tracking These reports track information important for system performance measures. The reports can inform staff of the parts of the system being used the most. For example, the reports may show the total number of times that users logged into the system or accessed educational services. Contact These reports list contact information to assist staff members in contacting individuals or employers. Messages The Message report displays messages sent during the selected date range. The report can be filtered by Case Manager, Region/LWIA, and Subject Match (exact or contains). Survey The Survey report displays the answers to customer satisfaction surveys submitted by system users. Assessment Results Assessment Results reports allow staff members to retrieve data showing the most common assessment results for a particular area or region. Administration The Administration report shows individuals privilege groups, offices create date, last log in date name and . Administration Reports Result The Result reports show individuals WorkKeys results. The report includes the staff member and individuals names and the scores for each category. Result Reports Work Keys by Individual This report provides a list of individuals WorkKeys skills results. Work Keys Summary This report provides a summary of data pertaining to the WorkKeys assessment skill levels and the number of individuals who attained each level. Virtual OneStop Staff Services User Guide V18 05/2018

69 Skill The Skill reports display information on the individuals with O*NET job skills. Job Skills by Individual This report provides a list of individuals that match O*NET job skills. Personal Skills This report provides a list of Personal Skills and the number of individuals with those skills. Job Skills by Summary This report provides a list of specific O*NET occupational job skills and the number of individuals with those skills. Skill Reports Rating Rating reports display the results of the Work Interest Analyzer and the Work Values Assessment tool. Interests by Individual This report provides a list of individuals and their interests as determined through the Workplace Interest Analyzer. Interests by Occupation This report provides a list of occupations and their interests as determined through the Workplace Interest Analyzer. Interests This report provides a list of interests and the number of individuals with each interest as determined through the Work Interest Analyzer. Work Values This report provides a list of work values and the scores of individuals with each work value as determined through the Work Values Assessment tool. Equal Employment Opportunity Reports Rating Reports These reports document employer, job order, and staff information as they relate to the age, race, and ethnicity of applicants who applied for jobs from preferred employers. The Equal Opportunity reports include: Job Order This report displays job orders and the gender and race/ethnicity of all applicants who applied and were hired. Click the Applied links to open a detailed report. Job Order Deviation This report displays the same information as the Job Order Report (described above) but includes a row for the standard deviation. Job Order Percentages This report displays the same information as the Job Order report but expresses the outcomes as percentages. Virtual OneStop Staff Services User Guide V18 05/2018

70 Employer This report displays the same information as the Job Order Report but breaks out the information by employer rather than by job order. Equal Employment Opportunity Reports Sample Equal Employment Opportunity Job Orders Report Security Reports Security These reports are designed to assist staff in locating potentially fraudulent employers and other customer groups by analyzing information such as the number of individuals viewed or the number of messages sent or received. Suspicious Employer Activity This report provides a list of employers and the number of resumés and individuals viewed versus the number of job orders posted and messages sent. Employer Lookup Report This report provides contact information, such as the primary address and phone number, of employers based on the selected search criteria. Note: The employer criteria includes the ability to select Security Question Response. This lets staff find employers who have questionable or consistently the same security responses (which can help staff identify problems, such as finding more employers who are scam accounts and routinely use the same response). The Employer Name is a link that opens the employer s profile to their General tab. Suspicious Message Activity This report displays the number of messages sent and read by staff, employers, and individuals. Individual Trace Report This report shows how often an individual s records and resumes were viewed and by what employer. Virtual OneStop Staff Services User Guide V18 05/2018

71 Security Reports Sample Suspicious Employer Activity Report For more detailed information, access the Learning Center, or click this link to view the video Security Reports. IP Location The IP Location reports help staff to identify employers that may not be legitimate. The reports show employers with IP locations that are a certain number (defined by the staff member running the report) from the employer s primary location. The reports will also show employers whose IP locations or Primary locations cannot be identified. The IP Location reports include: Suspicious Employer IP Distance This report lists employers whose IP location, entered into the system during registration, is a certain number of miles away from the employer s primary location address. On the Filter screen, staff can set the distance parameters for the report, as shown in the figure below. Virtual OneStop Staff Services User Guide V18 05/2018

72 Filter options for Suspicious Employer IP Distance Report Suspicious Employer IP This report lists employers whose IP location (on registration) cannot be identified. Suspicious Employer Primary Location This report lists employers whose primary location (on registration) cannot be identified. IP Location Reports The following figure displays an example of the Suspicious Employer IP Report. Sample Suspicious Employer IP Report Security (Suspicious Activity) These reports help staff to identify employer activity or message activity that may be suspicious, based on Employer status, number of resumes viewed, number of jobs posted, or other criteria. Virtual OneStop Staff Services User Guide V18 05/2018

73 Sample Suspicious Employer Activity Report Questionnaire Questionnaire reports track information as questions sets customized for generic programs and questions set created for a specific employer. Two examples are shown below. Questionnaire Reports Generic Programs Report Sample Virtual OneStop Staff Services User Guide V18 05/2018

74 Employer Report Sample Tracking Tracking reports track information important for system performance measures. The reports can inform staff of the parts of the system being used the most. For example, the reports may show the total number of times that users logged into the system and accessed educational services. By Service This report lists the total number of users who logged into the system during the selected date range and the number of users who visited specific locations within Virtual OneStop during that time. By Location This report lists the method used to access the site (i.e., internet) during the selected date range. Staff can click the link to open a detailed report of the user types that accessed the site during that time. Tracking Reports The following figure displays an example of the Tracking by Service Report. Sample Tracking by Service Report Virtual OneStop Staff Services User Guide V18 05/2018

75 Note: The tracking by location tab could be very helpful when using scan cards, or tracking cookie locations. If such a usage is not set up, all locations will display as Internet. For more detailed information, access the Learning Center, or click this link to view the video Tracking Reports. Contact These reports list contact information to assist staff members in contacting individuals or employers. These reports can be filtered by the individual or employer's registration date or by the last date they accessed the system. Employer reports also can be filtered by referral or job order dates. Analyst Registration Reports This report displays contact information for Labor Market Analysts including name, phone number, , address, and last login date (for systems that include an integrated LMI Analyst module). This information is also available via the Administrator system, for administrators managing access for LMI analysts. Employer Registration Reports This report displays contact information for employers within selected Regions/LWIAs during the selected date range. Individual Mini-Registration Reports This report displays initial information for individuals who registered via the Mini-Registration feature (if this feature was configured for your system). Referrals Reports This report displays contact information for job seekers within selected Regions/LWIAs during the selected date range of the referral. Scan Card with Age This report displays individuals scan card numbers and scan card issue dates. Individual Registration Reports This report contains contact information for individuals within selected Regions/LWIAs during the selected date range. Job Order Reports This report displays contact information for employers within selected Regions/LWIAs during the selected date range of a specific job order status. Contact Reports Virtual OneStop Staff Services User Guide V18 05/2018

76 The following figure displays an example of the Scan Card with Age Report. Sample Scan Card with Age Report For more detailed information, access the Learning Center, or click this link to view the video Contact Reports. Messages The Message report displays messages sent during the selected date range. The report can be filtered by Case Manager, Region/LWIA, and Subject Match (exact or contains). Sample Messages Report Survey The Survey report displays the answers to customer satisfaction surveys submitted by system users. The report can be filtered by Login Type (Analyst, Individual, Employer, or Guest), User Type (Youth, Job Seeker, Employer, etc.), Region/LWIA, and date range. Virtual OneStop Staff Services User Guide V18 05/2018

77 Sample Survey Report For more detailed information, access the Learning Center, or click this link to view the video Survey Report Summary Reports. Provider Reports Provider reports generate information about provider institution and their programs and contacts. The reports can be filtered by provider name or type, status, and date ranges. Information contained in these reports is derived primarily from the Manage Providers section of the system, and may include information entered by provider representatives, by staff assisting providers, or by DataLoader imports. The Provider reports are divided into two categories: Eligible Training (CRS) These reports generate information on WIOA-eligible program providers. Providers These reports generate information on providers, regardless of WIOA eligibility. Eligible Training (CRS) These reports contain information on providers that have WIOA-eligible programs. By Providers This report lists all providers (within the selected filters) that provide WIOAeligible training. The report includes the provider name, address, website address, and type. By Provider Contact This report provides summary or detail contact information for providers. Virtual OneStop Staff Services User Guide V18 05/2018

78 By Program This report provides summary or detail information on programs, such as the program description, class length, tuition costs, number of instructors, etc. By Program Status This report displays the application review status and details for the selected program(s). Note: The options for running By Provider Contact and By Program reports include selection of the data in a Summary or a Detail report type. They are similar to the Institution Detail and Program reports available to provider representatives, but staff can pick any provider institution for the report. Eligible Training (CRS) Reports Sample Eligible Training (CRS) by Program Status Report For more detailed information, access the Learning Center, or click this link to view the video Eligible Training Provider Reports (CRS). Provider These reports list detailed information on providers based on general profile information and course information. By Providers This report generates a list of providers based on the selected filtering criteria. The report indicates whether the provider is approved, and shows the provider s address, and website address, provider type, Vendor ID, and Status (Active or Inactive). By Provider Contact This report displays provider contact information, including contacts names. By Program This report provides a list of provider programs based on filtering data entered by staff. Virtual OneStop Staff Services User Guide V18 05/2018

79 Provider Reports The following figure displays an example of the Provider by Program report. Sample Provider by Program Report For more detailed information, access the Learning Center, or click this link to view the video Provider Reports. Services Reports The Services reports include the following: Event Scheduler These reports track services associated with events created through the Events calendar. Services Provided Employer These reports display information about the services staff provide to employers. Scan Card These reports display information about individuals using the system through the scan card method. Services Provided Individual These reports display information about the staff-provided services delivered to individuals by program (WIOA or Wagner-Peyser). Virtual OneStop Staff Services User Guide V18 05/2018

80 Service Reports Event Scheduler The Event Scheduler reports track services associated with events created through the Events calendar. The Geographic Solutions Attendance Tracking feature can assist staff members to associate service codes with events and track individuals who sign up for the events. Detailed Event List This report displays a list of events, based on the selected criteria, along with the event date(s), type, category, Region/LWIA, etc. Detailed Attendance Tracking This report lists the individuals associated with events (registered, attended, canceled, etc.) as well as basic event information. Registered Event Type Summary This report lists events and the number of registrants and attendees, as well as the number who cancelled or rescheduled or were no-shows. Registered Event Summary This report displays a list of events, with the event date, and the number of participants who registered and attended. On the report, click the link in the Event column to open a detailed report that displays the individuals who attended the event and their registration date. Event Scheduler Reports The following figure displays an example of the Registered Event Summary Report. Services Provided Employer Sample Event Scheduler Registered Event Summary Report These reports display information about the services staff provide to employers. The number of filters for employer services are more limited than the reports for individual services since the service possibilities for employers are more limited. Virtual OneStop Staff Services User Guide V18 05/2018

81 The system includes the following Services Provided Employer reports: List This report provides a list of all preferred employers and the services that were provided to them, the staff member, service dates, and comments. The Employer User Name is NOT a link to the employer's profile folders. By Service This report lists services provided employer reports, by service. By Staff This report lists staff members and the number of employers they served and the number of services they performed for preferred employers. Click the Staff Reported link to open a detailed report of the employers who received services through the selected staff person. By Office This report lists one-stop offices and the number of employers they served and the number of services they performed for preferred employers. Click the Office link to open a detailed report of the employers who received services through the selected one-stop office. By Service This report services, by employer service code, and the total number of employers who received that service. Click the Service link to open a detailed report of the employers who received the selected service. By Employer This report lists preferred employers and the number of services provided to them by staff. Click the Employer link to open the Services Provided Employer List report described above. By Service Status This report lists service statuses (e.g., Successful Completion) and the number of employers and number of services provided with that status. Click the Service Status link to open the Services Provided Employer List report described above. By Current and Past Year Comparison This report lists a comparison of services, by employer per year, for general services, resume search job order, and for each year that services occurred, staff can click to see details report on the specific services breakdown (clicking on the Yes indicator in the Year column). Services Provided Employer Reports Virtual OneStop Staff Services User Guide V18 05/2018

82 The following figure displays an example of the Services Provided Employer by Service. Services Provided Employer by Service The following figure displays an example of the Services Provided Employer by Current and Past Year Comparison. Services Provided Employer by Current and Past Year Comparison Report For more detailed information, access the Learning Center, or click this link to view the video Services Provided Employers Reports. Virtual OneStop Staff Services User Guide V18 05/2018

83 Scan Card Scan card reports display information about individuals using the system through the scan card method. These reports are only available in systems for customers who have purchased the VOScan module and utilize scan cards to track services and events. Note: Scan card reports may not be included in the system if the deployment does not use scan card equipment. The Event category of reports is only used in relation to the special terminals that are pre-programmable. The Scan Card reports include: Events This report tracks events set up through Scan Card. Events are created through Manage Activities > Manage Events. The Terminal Location link displays all individuals who scanned for that event and includes the User Name, Date-Time Scanned In, Date-Time Scanned Out, and Total Time Attended. Uncompleted Events This report tracks individuals who scanned into events but did not scan out, which could indicate they did not complete the event. The Terminal Location link displays all individuals who scanned in for the event(s) and includes the User Name, Date-Time Scanned In, Date-Time Scanned Out, and Total Time Attended. Event Activity Tracking This report tracks individuals scheduled for events through Scan Card. The Terminal Location link displays all individuals who scanned in for the event(s). Services Recorded by Scan Card This report tracks associated services and the individuals who swiped their scan card and attended the event(s). The Activity link displays all individuals who scanned for the event(s) and includes the User Name, and Actual Date Activity Recorded. Scan Card Time Tracking This report tracks the time elapsed between an initial scan and a scan out. Scan Card Service Wait Time This report tracks when individuals first scanned in for an activity, when they scanned out and the amount of time between the two scans. The purpose of this report is to derive an average time per service for staff-related assistance. The Case Management Types link displays specific staff members under those case management types and their wait times. The staff member name links display specific individuals and their wait times. Scan Card Reports Virtual OneStop Staff Services User Guide V18 05/2018

84 Services Provided Individuals These reports display information about the staff-provided services delivered to individuals by program (WIOA or Wagner-Peyser). The reports can be sorted by various criteria, e.g., age, county, staff member assigned, etc. and filtered by parameters such as program, registration date range or last one-stop access date, etc. Note: These reports require Staff to select a program type and cannot be run to search for services provided in Wagner-Peyser and WIOA simultaneously. The Services Provided to Individuals reports include those shown in the following figure. Services Provided Individuals Reports A sample report is shown below. Clicking the User ID link opens the individual s Profile screen. Sample Services Provided to Individuals Report List These reports have extensive lists of filtering options. The reports can be filtered by program, staff, activity, as well as many options that are specific to the individuals. These filters include such items as age, race, education, and unemployment, selective service, or disability status. Virtual OneStop Staff Services User Guide V18 05/2018

85 Services Provided to Individuals Filtering Options For more detailed information, you should also access the Learning Center, or click this link to view the video Services Provided Individual Reports. WARN Reports The WARN (Worker Adjustment and Retraining Notification) reports include the details of the associated layoff or closure that precipitated the WARN. The data found in these reports is entered into the system through the Manage Warn Notifications menu. Systems that do not include the WARN Notification component will not have the WARN Reports options. Virtual OneStop Staff Services User Guide V18 05/2018

86 Detailed Listing This report provides details of a WARN event and those who are impacted or associated with the event. By Location This report provides information about WARN notices by location. By LWIA This report provides information about WARN notices by workforce region. By County/Parish This report provides information about WARN notices by county or parish. By Company This report provides information regarding WARN notices organized by the company for which they were issued. By Layoff Date This report provides information regarding WARN notices by the layoff notice date. By Month This report provides information about WARN notices by month. The report also includes a summary of WARN activity by month. WARN Reports The following figure displays an example of the WARN Summary by Month Report. Sample WARN Summary by Month Report Custom Reports The Custom Reports menu option offers staff access to customized, ad hoc reports. Custom Reports may include those created by other states. Staff members cannot modify Custom Reports. The Custom Reports include the following: State Performance These reports display information on state performance in various programs, as well as information on the employment rate and job openings. Virtual OneStop Staff Services User Guide V18 05/2018

87 PREP/REA These reports were developed to display data on the Priority Reemployment Planning program (PREP) and the Reemployment and Eligibility Assessment (REA) sub-program providing reemployment services to unemployment compensation beneficiaries. Locally Developed These reports cover a wide range of topics. Some are case management related, some are statistical, and some document some aspect of labor exchange. Custom UI Reports These reports are specific to clients that have Unemployment Insurance functionality. Custom Reports State Performance Employment Rate for Those Receiving Training This report shows the employment rate of participants involved in training activities. In the Primary View, the Numerator and Denominator are links to a detailed view of the report; in the Detailed View, the User Name is a link to the individual s Profile screen. WIOA DW Entered Employment Rate This report provides a list of participants in the WIOA program, Dislocated Worker Customer Group, and their entered employment rates. In the Primary View, the Numerator and Denominator are links to a detailed view of the report; in the Detailed View, the User Name is a link to the individual s Profile screen. WIOA In School Youth Outcome Rate This report provides a list of participants in the WIOA In School Youth program and their Outcome Rate. In the Primary View, the Numerator and Denominator are links to a detailed view of the report; in the Detailed View, the User Name is a link to the individual s Profile screen. WIOA Youth Skill Attainment Rate This report provides a list of WIOA youth participants by numerator and denominator. In the Primary View, the Numerator and Denominator are links to a detailed view of the report; in the Detailed View, the User Name is a link to the individual s Profile screen. WIOA Timeliness of Data Input for Participations This report examines how effective regions are at entering participation data for WIOA participants in a timely manner. In the Primary View, the Participant links open a detailed view of the report that includes the Application ID, User Name, First and Last Name, Participation Date, Creation Date, and Elapsed Days. In the Detailed view, the User Name is a link to the individual s Profile screen. Regional MSFW This report provides a list of Migrant Seasonal Farm Workers based on location and time period. Click the User Name link to open the individual s Profile screen. WIOA Adult Entered Employment Rate This report provides a list of participants in the WIOA program and their entered employment rates. In the Primary View, the Numerator and Denominator are links to a detailed view of the report; in the Detailed View, the User Name is a link to the individual s Profile screen. WIOA Adult Employed Worker Outcome Rate This report provides a list of adult participants in the WIOA program and their entered employment rates. In the Primary View, the Numerator Virtual OneStop Staff Services User Guide V18 05/2018

88 and Denominator are links to a detailed view of the report; in the Detailed View, the User Name is a link to the individual s Profile screen. WIOA Out of School Youth Outcome Rate This provides a list of out of school youth participants in the WIOA program and is similar to the WIOA In School Youth Outcome Rate report. WIOA YY Exiters with Positive Outcomes This report provides a list of participants in the WIOA program, Younger Youth, and their Positive Outcome information. The User Name is a link to their profile folders. WIOA Timeliness of Data Input for Exits This report examines how effective regions are at entering exit data for WIOA participants in a timely manner. Click the User Name link to open the individual s Profile screen. Daily Job Openings This report gives a list of active job openings by region. Information is only retained for 24 hours before it is replaced by new job openings data. The report organizes jobs data by internal job orders, internal openings, external job openings, and total job openings. Each column contains links to specific job orders. State Performance Reports The following figure displays and example of the WIOA Youth Skill Attainment Rate Report. Sample WIOA Youth Skill Attainment Rate Report PREP/REA The PREP/REA reports include data about PREP/REA participation and scheduling. The reports include the numbers of participants scheduled for participation, as well as those who were assessed, excused, exited, and disqualified from the programs. EI Profile Ranking This report lists participants who are eligible under Maryland s Early Intervention program and it includes basic profile ranking information for supportive eligibility. Click the User Name link to open the individual s Profile screen. Initially Scheduled/ Not Resulted This report lists participants in the PREP/REA program and the scheduled date and time for their respective program participation. Program columns identify which program the individual is associated with (P for PREP and R for REA). Click the User Name link to open the individual s Profile screen. Virtual OneStop Staff Services User Guide V18 05/2018

89 Total Assessed This report lists the total number of participants who are assessed by either PREP or REA. Yellow Flag This report lists participants in PREP/REA and crucial information on attendance dates for PREP/REA events that are approaching, or just passed, and if they have a yellow flag monitoring status by staff. Click the User Name link to open the individual s Profile screen. Scheduled PREP Exempted This report lists participants in PREP/REA with Scheduled Meeting Exemptions and what specifically the Exemption is. Click the User Name link to open the individual s Profile screen. Total Excused This report lists individuals who are excused from the initial orientation in the programs. Combined This report lists participants in PREP/REA with combined statistics from both programs. No Show This report lists participants who did not show up for PREP or REA orientation sessions. Click the User Name link to open the individual s Profile screen. Total Scheduled This report lists participants who are scheduled for a PREP or REA event. Click the User Name link to open the individual s Profile screen. Red Flag This report lists participants in PREP/REA and crucial information on attendance dates for PREP/REA events that have passed, and which have a Red Flag Status to be monitored by staff. Click the User Name link to open the individual s Profile screen. Total Disqualified This report lists the total number of individuals who are disqualified from the programs. Total ReScheduled This report lists the total number of participants in PREP/REA who have been rescheduled for another orientation session. PREP/REA Reports Locally Developed This list of reports includes those developed by various states. The reports are described below and are listed by the state of origination. Virtual OneStop Staff Services User Guide V18 05/2018

90 Wyoming Locally Developed Reports Provider Programs - No. of Participants This report lists the number of participants in a specific provider program. District of Columbia Case Management This is an extensive report that lists several columns of information regarding individual enrollments in federal programs. Exiters This report lists WIOA exiters and basic information pertaining to their WIOA exit experience. Rapid Response This report lists information pertaining to participants in Rapid Response events. Generic Youth Active This report provides information on youth enrolled in generic programs. WIOA Followup This report provides extensive information regarding WIOA participants and their follow-up information after exiting the program. Profiling This report provides profiling information on WIOA participants. UI Claimants in Training This report lists information regarding Unemployment Insurance recipients who are enrolled in a training course through a federal program, such as WIOA. Exited WIOA Youth This report provides information on WIOA youth who have exited from the system. WIOA and Generic Active Youth This report documents youth enrolled in WIOA and/or local generic programs. Training This report lists the number of participants in various categories of training services. TEP This report documents individuals enrolled in the TEP program. Occupation This report lists information on individuals enrolled in WIOA by O*NET occupation, with the ability to filter with up to 5 different O*NET occupation codes. Virtual OneStop Staff Services User Guide V18 05/2018

91 Florida In School at Participation This report lists the number of participants who are in-school youth at the time of participation. The links in the Total column open a detailed view of the report where staff can review participant information, such as LWIA, User Name, Last Name, First Name, SSN, Customer Group, and School Status. In Detailed View, click the Username link to open the individual s Profile screen. Out of School at Participation This report lists the number of participants who are out-of-school youth at the time of participation. The links in the Total column open a detailed view of the report where staff can review participant information, such as LWIA, User Name, Last Name, First Name, SSN, Customer Group, and School Status. In Detailed View, click the Username link to open the individual s Profile screen. Customer Counts by Customer Group This report lists the total number of WIOA participants by customer group (i.e., Adult, Younger Youth, and Older Youth). The links in the Customer Group column open a detailed view of the report where staff can review participant information, such as LWIA, User Name, Last Name, First Name, and partial SSN. In Detailed View, click the Username link to open the individual s Profile screen. Maryland Native Language Users Monthly This report lists the number of non-english-speaking users by specific language types (Polish, Apache, etc.) on a monthly basis. Services This extensive report displays participants in the selected program. The report data includes the office, assigned staff, the individual s age, gender, race, reading and math levels, and exit date and reason, as well as much more. Placement This extensive report displays placement information for individuals and is otherwise similar to the Services report described above. Active Participants This extensive report displays information on active program participants and is otherwise similar to the Services and Placement reports described above. California Enrollment Roster This extensive report lists information on participants in the WIOA program. Click the Username link to open the individual s Profile screen. Exits This report lists individuals who have exited from the program, including their school status, basic skills deficiencies, and exit reasons. Click the Username link to open the individual s Profile screen. Demographics This extensive report lists demographic information (race, gender, etc.) regarding federal program participants. Training This extensive report lists training information about participants enrolled in various training programs. Click the Username link to open the individual s Profile screen. Case Management This report shows WIOA cases by office location, by case manager, and then by program. The report also includes Training Data Summary and Detail information. Youth Numeracy Literacy This report provides information on youth literacy-numeracy results in WIOA. New Registrations This report provides information on new registrants in the system. Ex-Offender Enrollments This report lists information on participants identified as exoffenders. OJT/Work Experience This report lists information on participants identified as being active in On-the-Job Training or Work Experience Contracts. Virtual OneStop Staff Services User Guide V18 05/2018

92 Louisiana Premier Customer This report provides information on preferred employers who are identified as "premier customers," receiving extensive customer service from workforce business services teams. Job Order Applicants This report lists individuals who applied to job orders in the system. Indiana Registered Individuals - JAG This report provides information on college-age registered individuals and their education status as part of Jobs for America's Graduates. New Mexico Placement This report lists individuals who have been placed with jobs by preferred employers in the system. Demographics This extensive report lists individuals with such information as city, race, age, gender, language, and veteran, education, employment and UI status. Rhode Island Training This report lists the number of participants in various categories of training services. The following figure displays an example of the Enrollment Roster report. Sample Enrollment Roster Report Custom UI Reports Active Claimants This report lists claimants who are currently active in the system and receiving UI benefits. Click the Username link to open the individual s Profile screen. Extended Benefits This report lists claimants whose UI benefit payments have been extended beyond the regular time period for various reasons. Exhaustees This report lists claimants who have used all of their UI benefit payments. UI Status Reports Virtual OneStop Staff Services User Guide V18 05/2018

93 The following figure displays an example of the Active Claimants report. Sample Active Claimants Report For more detailed information, access the Learning Center, or click these links to view the videos for: State Performance Reports Locally Developed Reports PREP/REA Reports Ad Hoc Query Wizard Reports An Ad Hoc Query wizard in the Reports module: Provides staff whose responsibilities include detailed data analysis the ability to create and save custom queries to access all data types in the system for report purposes. Provides the knowledgeable, experienced analyst (who will understand writing reports from databases and the system data tables) with a wider ability to create custom reports using the system, ALMIS, and O*NET databases. Provides experienced analysts the ability to create ad hoc reports and save them for their individual use or for shared use by others. Provides a full ad hoc report tool that eliminates the need for data writing tools and/or separate report writing software, such as Crystal Reports. This is especially useful when the customer is hosted by Geographic Solutions and, therefore, has no need for data extracts or data downloads. For more detailed information, access the Learning Center, or click this link to view the video Ad Hoc Query Wizard: An Introduction. Although no direct query language abilities are necessary to use the ad hoc query wizard, this tool is only intended for analysts with a working knowledge of the database structure and the concepts behind organizing an effective structured query. It can perform joins and queries of all fields in the database, but is not intended for larger, extremely complex custom reports. Virtual OneStop Staff Services User Guide V18 05/2018

94 1 Identify database & object to query or load a saved query 2 Pick filter Tables/View 3 Identify tables and table joins 4 Specify columns/fields, where conditions, and sort data 5 Click Add to add the conditions to the Query statement box. Ad-Hoc Steps 1 to 5 (Save and Results screens) Virtual OneStop Staff Services User Guide V18 05/2018

95 Federal Reports The Federal Reports let appropriate state staff members generate and review the information provided in the Employment and Training Administration (ETA)-required reports related to the WIOA and/or Wagner- Peyser programs and services. The Federal Reports are categorized as follows: ETA 9090 WIOA Quarterly The ETA 9090 WIOA Quarterly Reports calculate common performance measures and let the staff choose the quarter and year on which to report. ETA 9091 WIOA Annual These reports provide the same information as the Quarterly WIOA reports, but the information is reported by year. ETA 9002/VETS200 Quarterly These reports contain information on Wagner-Peyser services and the outcomes of registered job seekers and employers receiving those services through the public labor exchange as part of state one-stop systems. Trade Adjustment Act The ETA-563 report provides TAA participant information on a quarterly basis. MIC The MIC report counts and tracks various levels of services provided to individuals designated as Migrant and Seasonal Farm Workers (MSFW). ETA 9048 Profile The ETA-9048 Profile Report provides quarterly information on the Worker Profiling and Reemployment Service activities of claimants who are profiled to assess their likelihood of exhausting benefits. Recovery Act (ARRA) The Recovery Act reports (ETA 9147, ETA 9148, and ETA 9149), monitor participant statistics for the ARRA Program (America s Recovery and Reinvestment Act). EEO These reports provide valuable Equal Employment Opportunity Act (EEO) data, including gender and ethnicity information on claimants. Veteran Priority of Service Survey The Veteran Priority of Service Survey reports provide information about the state and local agency implementation of Priority Services for Veterans. Federal Reports The following sections briefly describe the purpose of the different federal reports, and indicate the possible options and formats for each report. Virtual OneStop Staff Services User Guide V18 05/2018

96 ETA 9090 WIOA Quarterly Reports The ETA 9090 WIOA Quarterly Common Measures Reports calculate the common performance measures and let the staff choose the quarter and year on which to report. The following ETA WIOA 9090 Quarterly reports are available: Total Participants This report displays all new individuals registered in WIOA (those who have at least one activity service in their WIOA service plan) based on service date range. Total participants are listed by program, provider, and region. Total Exiters This report lists program participants and when they intend to soft exit the system. Placement in Employment or Education This report lists program participants with placement results in employment or education. Entered Employment Rates This report lists program participants and their entered employment status. Retention Rate Displays individuals who have exited WIOA and are still employed at a defined time (e.g., 2nd quarter after exit). Literacy and Numeracy Gains This report lists participants and tracks their literacy/numeracy gains while in WIOA. Employment and Credential Rates This report lists participants and tracks their credential record or rate in the WIOA program. Average Earnings This report lists program participants and their average earnings. Attainment of Degree or Certificate This report tracks individuals attainment of training degree or certificate in WIOA. Youth Diploma/Equivalent Rate This report displays youth who started the program without a high-school diploma or GED, and information on who has earned a diploma or GED during enrollment in the program. Skill Attainment Rate This report tracks attainment of goals by participants through the WIOA program. Quarterly Summary This report displays a summary of all of the ETA 9090 WIOA Quarterly Common Measures reports. Based on the quarter selected, it will provide data on Total New Registrants, Total Exiters, Skill Attainment, Diploma Rate, Entered Employment, Retention Rate, etc., broken down by Customer Program Group (e.g., Adult, Dislocated Worker, and Youth). Staff can filter the results by quarter and year, LWIA, and by one-stop office status and location. ETA 9090 WIOA Quarterly Common Measures Reports Options Virtual OneStop Staff Services User Guide V18 05/2018

97 The following figure displays an example of the ETA 9090 WIOA Quarterly Credential Rates report. Sample Credential Rate Report ETA 9091 WIOA Annual Reports These reports provide the same information as the Quarterly WIOA reports described above, but the information is reported by year. Total Participants This report displays all newly-registered individuals, filtered by LWIA required (but not by one-stop office because of LWIA requirements). Total Exiters This report lists program participants and when they intend to soft exit the system, filtered by LWIA required (but not by one-stop office because of LWIA requirements). Placement in Employment or Education - This report lists youth program participants with placement results in employment or education, filtered by LWIA required (but not by one-stop office because of LWIA requirements). Entered Employment Rates This report lists program participants and their entered employment status, filtered by LWIA required (but not by one-stop office because of LWIA requirements). Retention Rates This report displays individuals who have exited WIOA and are still employed, filtered by LWIA required (but not by one-stop office because of LWIA requirements). Literacy and Numeracy Gains This report lists youth participants and tracks their literacy/numeracy gains while in WIOA, filtered by LWIA required (but not by one-stop office because of LWIA requirements). Twelve Month Earnings Increase - This report displays a snapshot of rate changes (identified during the follow up process), comparing individual wage earnings at the start of the program and twelve months after leaving the program. Wages at Entry to Employment This report lists participants wages at entry to employment. Staff can click the links in the Grand Totals row at the bottom of the report to view a detailed report related to the selected column heading (Exit Reason, Wages, Follow Up, etc.). Annual Summary This report displays a summary of all of the ETA 9090 WIOA Annual Common Measures reports and is otherwise similar to the Quarterly Summary report described in the previous section. Employment and Credential Rates This report lists participants and tracks their credential record or rate in the WIOA program, filtered by LWIA required (but not by one-stop office because of LWIA requirements). Average Earnings This report lists program participants and their average earnings. Attainment of Degree or Certificate This report tracks individuals attainment of training degrees or certificates in WIOA, filtered by LWIA required (but not by one-stop office because of LWIA requirements). Youth Diploma/Equivalent Rate This report displays youth who started the program without a high-school diploma or GED, and information on who has earned a diploma or GED during Virtual OneStop Staff Services User Guide V18 05/2018

98 enrollment in the program, filtered by LWIA required (but not by one-stop office because of LWIA requirements). Skill Attainment Rate This report tracks individuals attainment of goals through the WIOA program, filtered by LWIA required (but not by one-stop office because of LWIA requirements). Twelve Month Employment Retention Rate This report displays individuals who have exited WIOA and are employed 12 months after leaving the program. Note: This report does not track whether individuals have stayed with the same employer for 12 months, only that they are employed 12 months after exiting the program. The report does not indicate continuous employment. Non-Traditional Employment This report displays individuals non-traditional employment information, including wages, office location, and exit date. Staff can click the links in the Grand Totals row at the bottom of the report to view a detailed report related to the selected column heading (Exit Reason, Wages, Follow Up, etc.). Training-Related Employment This report displays individuals training-related employment data and is otherwise similar to the Non-Traditional Employment report described above. ETA 9091 WIOA Annual Common Measures Reports Options The following figure displays an example of the Total Participants report. Staff can click the links in the Grand Totals row at the bottom of the report to view a detailed report related to the selected type of participant (Adult, Younger Youth, etc.). Sample Total Participants Report Virtual OneStop Staff Services User Guide V18 05/2018

99 ETA WP 9002/VETS200 Quarterly Reports These reports contain information on Wagner-Peyser services and the outcomes of registered job seekers and employers receiving those services through the public labor exchange as part of state onestop systems. The ETQ WP 9002/VETS200 Quarterly Reports include: ETA 9002A - This report records information on services for all participants. The data is displays totals for participants by employment status and by race. ETA 9002B - This report records information for participants who are veterans, eligible persons, or transitioning service members. ETA 9002C - This report records information on employment outcomes resulting from the provision of employment services for all individuals who exit from Wagner-Peyser. ETA 9002D - This report records information on employment outcomes for veterans, eligible persons, or transitioning service members who exit from Wagner-Peyser. ETA 9002E - This report records information on job openings received. ETA 9002EUC - This report records information on services to participants and performance outcomes for exiters. The report displays the data for all claimants and for veterans, eligible persons, or transitioning service members, as well. ETA 9002 F This report displays Priority of Service information for both the current (selected) quarter and the cumulative totals for 4 quarters. VETS-200 (A)-DVOP This report records information regarding the Veterans Employment and Training Service, which is a subset of the 9002 data. The data contains similar elements to the 9002 data, but only applies to the activity of participants who received one or more services from Disabled Veteran Outreach Program staff (DVOPs). VETS-200 (B)-LVER This report records information regarding the Veterans Employment and Training Service, which is a subset of the 9002 data. The data contains similar elements to the 9002 data, but only applies to the activity of participants who received one or more services from Local Veterans Employment Representatives (LVER). VETS-200 (C)-LVER This report records information regarding the Veterans Employment and Training Service, which is a subset of the 9002 data. The data contains similar elements to the 9002 data, but only applies to the activity of participants who received one or more services from Local Veterans Employment Representatives (LVER) and Disabled Veteran Outreach Program staff (DVOPs). ETA WP 9002/VETS200 Reports Virtual OneStop Staff Services User Guide V18 05/2018

100 The following figure displays an example of the ETA 9002 A report. Sample ETA 9002 A Report Trade Adjustment Act Report Participation counts form a significant component of base allocations and reserve fund requests. TAA information is submitted electronically from states on a quarterly basis in a comma delimited file format. Trade Adjustment Act Report TAA provides TAA participant information on a quarterly basis in a format compatible with comma delimited files (Excel Spreadsheet). Staff can filter by quarter and click the Export Report button to download the information into an Excel spreadsheet and save it to a file location as a spreadsheet, comma delimited file, or in another format. The report does not have column headings, only data. Trade Adjustment Act Report Filter Virtual OneStop Staff Services User Guide V18 05/2018

101 Note: Sample ETA 563 Report Outcomes There are no column headings on this report. MIC Report The MIC report counts and tracks various levels of services provided to individuals designated as Migrant and Seasonal Farm Workers (MSFW) who are newly registered or have been provided MIC services (renewal) against state-established Migrant Indicators of Compliance. A sample report is shown below. Sample MIC Report (Partial) ETA 9048 Profile Report The ETA-9048 Profile Report provides quarterly information on the Worker Profiling and Reemployment Service activities of claimants who are profiled to assess their likelihood of exhausting benefits. Profiling allows for the targeting of reemployment services to those most in need. The data on this report is used for evaluation and monitoring of the Worker Profiling and Reemployment Services system on a national level. It includes breakouts of those who reported to services and those who completed services to be able to track service utilization. Virtual OneStop Staff Services User Guide V18 05/2018

102 The following figure displays an example of the ETA-9048 report. Sample ETA-9048 Report Recovery Act (ARRA) Reports The Recovery Act reports (ETA 9147, ETA 9148, and ETA 9149), were created to monitor participant statistics for the ARRA Program (America s Recovery and Reinvestment Act). ETA 9147 WP Emp. & Reemp. Services Grants This report monitors Wagner-Peyser Employment and Reemployment Services Grants. ETA 9148 WIOA Adult, Dislocated Worker, and National Emergency Grants This report monitors information on participants in the WIOA Adult, Dislocated Worker, and National Emergency Grants with ARRA. ETA 9149 Youth Served by ARRA This report monitors information on participants in the WIOA youth program. Recovery Act (ARRA) Reports Virtual OneStop Staff Services User Guide V18 05/2018

103 The following figure displays an example of the ARRA ETA 9147 Report. Sample ARRA Report - ETA 9147 Wagner-Peyser Employment & Reemployment Services Grants Report EEO Reports These reports provide valuable Equal Employment Opportunity Act (EEO) data, including gender and ethnicity information on claimants. Sample EEO Reports Menu WP Participant Services by Race, Ethnicity, and Gender This report provides information on the age, race, ethnicity, and gender of Wagner-Peyser participants. Staff can click to expand details on each category in the report (a sample of the report is shown below). Wagner-Peyser Age and Disability Status This report provides information on the age and disability status of Wagner-Peyser participants. Staff can filter by Region Status, Region, Office Status, Office Location, and Date Range. Virtual OneStop Staff Services User Guide V18 05/2018

104 Wagner-Peyser Ethnicity and Race This report provides information on Wagner-Peyser participants ethnicity and race. Staff can filter by Region Status, Region, Office Status, Office Location, and Date Range. Service Types Adult and Dislocated Worker This report provides information on WIOA Adult and Dislocated Worker service types. Staff can filter by Region Status, Region, Office Status, Office Location, and Date Range. Program Participations Adult and Dislocated Worker This report provides information on WIOA program participations, sorted by eligible, registrants, and exiters. Staff can filter by Region Status, Region, Office Status, Office Location, and Date Range. WIOA Youth Program Summary This report provides a summary of WIOA Youth information. Staff can filter by Region Status, Region, Office Status, Office Location, and Date Range. WIOA Youth Program Detailed This report provides detailed information on WIOA Youth. Staff can filter by Region Status, Region, Office Status, Office Location, and Date Range. The following figure displays an example of the Service Types - Adult and Dislocated Worker Report. Sample Service Types - Adult and Dislocated Worker Report (Partial) Virtual OneStop Staff Services User Guide V18 05/2018

105 The following figure displays an example of the Service Participant Services by Race, Ethnicity, and Gender Report. Sample Services by Race, Ethnicity, and Gender Report (Partial) Veteran Priority of Service Survey Report The Veteran Priority of Service Survey report provides information about the state and local agency implementation of Priority Services for Veterans. Staff can filter the report by Region LWIA, Office, and date. The report displays the number of post 9/11 participants and the number of new enrollees receiving intensive or staff assisted services. Sample Veteran Priority of Service Survey Report Virtual OneStop Staff Services User Guide V18 05/2018

106 Click a link on the report to open a detailed report that includes information such as the participants name, veteran status, service dates, and discharge status. Click the User Name link on the detailed report to open the individual s Profile screen. Sample Detailed Veteran Priority of Service Survey Reports Live Data Reports The Lived Data reports group let appropriate staff members generate and review statistical reports from live data When staff have access to these live reports, they will see the Live Data group at the bottom of the Report menu group, and they will have access to four specific Live Data reports, in Virtual OneStop. This includes four Virtual OneStop Live Data reports. Employer Registrations - Individual Registrations Job Orders Résumés Samples of each of the four possible reports are shown in the figure below. Virtual OneStop Staff Services User Guide V18 05/2018

107 Employer and Individual Registrations, Live Data reports. Virtual OneStop Staff Services User Guide V18 05/2018

108 Job Orders and Résumés, Live Data reports. Virtual OneStop Staff Services User Guide V18 05/2018