Page 95

Reports Guide Report Description Menu Frequency Agency Management Report Provides a comprehensive overview of applications received, their status, the agency’s average processing time, and any validation errors that need to be addressed. Management Weekly Application List A comprehensive list of all applications received YTD. The list may be filtered by program and application status. Management As often as needed Assigned Worker Detail Allows applications to be tracked by a specific worker. This report only works when a worker is assigned to each application. Local agencies may choose to run this report by the status of the application to see which cases are in pending status under a particular worker. Management As often as needed Auto Denial Report Shows the number of applications that have been automatically denied by the OHEP Data Management System. Only those applications that have a Request for Additional Information notice generated from the system will be automatically denied. Denials occur when the application is not set to awaiting within 25 days of generating the notice. It is important for the LAA to run this report to ensure customers were not wrongfully denied (i.e. customer has returned information, but the worker has not completed the application in the system). Dashboard Report Daily or Weekly Clients Not Applying This Year This list shows the customers who applied last program year, but not in the current program year. This report is extremely helpful when performing mass mailings, so as to avoid duplicate applications.

To run this report, select a program under the “Program” field and “ALL Customers” under the “Receive Benefits” field. This report may also be filtered by customers who received benefits last year or those who were denied. Management

As often as mass mailings

Updated May 2025