APR - Annual Performance Report

1. Click on the Reports tab located at the top of the screen. 
2. Click the Funder tab at the left, then click FY2024 CSV APR.  
   
3. Enter the Start Date and End Date for the reporting period. You can either type the dates or you can use the calendar icon to choose from date range options. 
4. Select the project for which you need to run the report (VESTA only lists the projects to which you have access). 
5. If the project is funded by more than one grant choose the grant to use.
6. Choose to view just Aggregate/summary information. 
7. 
   
8. Select all sections.
9. Click View here to run the report in VESTA 
10. A status message will let you know it is running.
11. Use the information in Q04a: Project Identifiers in HMIS to verify that you ran the report for the correct project and time frame.
12. Examine the numbers in the Q05a. Report Validations Table to make sure they are correct. If they do not look correct, click the icon to open a new browser tab with a list of the clients being counted.
13. As you scroll through the rest of the questions, look for items with error counts or counts for Data Not Collected – these are items you need to examine. Click the  icon to open a new browser tab with a list of the clients with these errors or answers.
14. Click the ClientID to open a client’s record to fix the issue.
15. The report will still be open in your browser tabs. You can click the tab return to it. 
16. When you have finished correcting errors, run the FY2024 CSV APR report again and review it to make sure all errors have been corrected. 
17. Click Download as set of CSV files to create the file that gets uploaded to Sage.
18. A status message will let you know it is running.
19. Click CLICK HERE TO DOWNLOAD IT to save the file on disk.
20. The ZIP file with the CSVs will appear in your browser's downloads area.