The General Lease Financial Report screen uses the data created from the Occupancy Calculation to populate a template required by the Department of Health and Human Services. The two reporting periods are 1 January – 30 June and 1 July – 31 December, and the reports are due within 28 days of the end of the end of the reporting period.
There is a new template for 2022 attached to the bottom of this solution.
Calculating the Data Required by the General Lease Report
The Victorian General Lease report recently changed from a monthly report to a 6 monthly report. As a result, you will need to ensure that you calculate the entire period you want to report on from 1 single Occupancy Calculation, so that you can select the entire period when you are ready to create the report.
To do this, open the Reports and Exports menu, click Occupancy Calculation, and enter the calculation start date as the first date of the reporting period (EG 01/01/2022) and the Calculation End Date as the last date of the reporting period (EG 30/06/2022).
The calculation is will run and when it's completed, you can use the calculation to populate the report.
Running the General Lease Financial Report
To access the General Lease Financial Report, from the Home Screen, click Reports and Exports, then Vic Reports, and General Lease Financial Report Reporting.
On the left hand side of the screen you will see the previous calculations of Room Status's completed in Chintaro. This is important - you cannot complete the General Lease report without having previously run the occupancy calculation for the period you wish to report on.
To create a report, you must select the reporting period you wish to report on from the calculations in the table on the left hand side of the screen. Select the 6 monthly calculation from the list of existing available calculations on the left-hand side of the screen so that the dates are populated correctly on the right-hand side of the screen:
**NOTE: If you do not see a calculation on the left hand side for the period you with to report on, you must go back to the Occupancy Calculation screen and run a calculation for the period you wish to report on.
When you have selected the period (so that the row becomes highlighted), and the dates will populate on the right hand side of the screen in the Selected Report, Start and End date sections:
Next, you must select or change the Output Folder to the location you want the General Lease Financial Report to (navigate your local drives, click the ellipsis box with 3 dots highlighted yellow below), and change the name of the report in the Output Filename field if you want to rename it from GeneralLeaseFinancial:
Next, you must select the Program or Programs you want included in the General Lease Report from the Report Program Filter box. If you are reporting on 1 Program, click the row of the applicable Program to highlight. If you have multiple Programs to select, hold down <CTRL> key and click each of the Programs you want to include to select multiple:
NOTE: If you do not select any Programs in the Report Program Filter box, Chintaro will assume you want to report on all Programs listed.
Once you have selected the Program(s) to include on the General Lease Report, click Create Report at the top of the screen.
When complete, Chintaro will pop up a message confirming the report has run successfully and the General Lease Report will be created in the Output Folder you selected:
If you get a message about a template not existing
In order to run the General Lease report, you will need to ensure that you have the reporting template (attached) in your Chintaro\Data\Templates folder. Attached to this Solution is the General Lease Financial Reporting Template. Please download and add it to your Templates folder before re-running the General Release Report.
If you are a Chintaro Cloud user, please contact email@example.com for assistance.
If you require further assistance from Chintaro Support
Please raise a ticket with Chintaro Support by emailing firstname.lastname@example.org if you would like further assistance.
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