Report - Renewal SA Quarterly Data Return (SA)

This solution details:

• Before you run the Renewal SA Quarterly Data Return Report
• Running the Renewal SA Quarterly Data Return Report
• If you get a warning message about a Property/Properties CP&G number

Before you run the Renewal SA Quarterly Data Return Report

Before running the Renewal SA Quarterly Data Return Report, you will need to ensure your Programs have been assigned an Allocation Type. From the Home Screen> System Maintenance> Reference Tables> Program:

Select an Allocation Type from each Programs row by clicking in the Allocation Type box, and selecting the applicable option from the drop down list (either Affordable, BPSC Leased, General or Supported):

Repeat for all Programs:

Running the Renewal SA Quarterly Data Return Report

To run the Renewal SA Quarterly Data Return Report, from the Home Screen, click Reports and Exports> SA Reports> Renewal SA Quarterly Data Return Report. The Renewal SA QDR screen will open:

Select the Start Date as the first day of the period you are reporting on, and the End Date as the final day of the period you are reporting on. 

Select an Output Folder as the location you would like to save the report to. Click the ... button to change the location the file will be saved to, and change the Output Filename if required (this will default to RenewalSAQDR).

Select the Program's you would like to include on the report by selecting their name. If you do not select any Program, Chintaro will include all Programs in the report. 

Click the Create File box, and a message will appear to advise the file was created successfully:

If you get a warning message about a Property/Properties CP&G number

If you click Create Report but you receive a warning message, Chintaro will advise you of the Property/Properties that do not have a CPaG number:

To accurately produce this report, each Property must have a CP&G number. To enter the CP&G number, click Property in the Toolbar, find the Property in the Manage Properties screen, and enter the CP&G umber in the CPG# field on the Property screen:

Once all Properties have a CP&G number, go back to Reports and Exports> SA Reports> Renewal SA Quarterly Data Return Report to run the report again.