To Generate your Monthly Assistance Report in Oasis

Begin by navigating to the “My Agency” tab on the Oasis homepage. Click on the “Reports” tab. Once you are on the reports page, click on “Assistance.”

The Assistance Report dialogue box will appear. Select
“Table” to choose the format of your report. Click “Filter by Date of Assistance” to enter the date range of your report.

After you enter the date range of your report, scroll down, and click on “Filter by Assistance Category.” Scroll down the “Food” dropdown menu. Select the applicable options for your pantry. This will typically be “Food: Food Pantry (General) or Food: Client Choice.” If you aren’t sure, select both categories. To display all possible food assistance for the selected time period, don’t select any categories under “Food.” Once the filters have been applied, scroll down and click “Next.”

In “Assistance Summary Report Fields,” only select the following options:
“Summary: Assistance amount”
“Summary: Assistance unit totals”
“Summary: Assistance count”
“Summary: Age Ranges”
“Summary: Case count”
“Summary: Household count”

Then click “View Report”.

Once you’ve generated your report, click on the “Print Report” button to print the report or save it as a PDF.

Save Your Assistance Report as a Template

To begin saving your Assistance Report as a template. Click “Go Back” in the top left corner to return to the Reports tab in Oasis.

Once on the reports page, scroll down to the “Recent Reports section.” To the right of the report you just created, click “Add to Saved Reports” and then Click “Edit”. Rename your report “Monthly Report Template” and then click “Save & Continue”.

When the next menu appears, click “Save & Continue” and then “Save & Close” to Finalize your template.

To Run Monthly Report

To begin, navigate to the “My Agency” tab on the Oasis homepage. Click on the “Reports” tab. Scroll down to the “Saved Reports” section. To the right click “Edit.” When the “Add Report” option appears, click “Save & Continue.” When the next menu appears, click “Save & Continue” and then “Save & Close” to Finalize your template.

In the “Filter By Date of Assistance” drop down section, enter the dates for the month you are running the report for. Do not edit any other filters. Scroll down and click “Save & Continue.” When the next menu appears, click “Save & View Report.” Copy your results into eHarvest.