Quarterly CDBG Reporting

These instructions are for projects funded with CDBG funds. All CDBG-funded projects have CDBG in brackets in their project name. Example: FLC - The Dining Room [CDBG](3263). 

Reports are due the 6th of the month following the close of the quarter

Before you submit the report, be sure you review and correct the data first. You can review data by running the ESG CAPER. If you made corrections, you will need to wait until the next ART refresh for it to appear on the report.

To run the report:

• Click Reports in the menu on the left
• Click on "SAP BusinessObjects" in the Custom Reports section (hint: if you do not see this link, you do not have an ART license)
• Click on Folders → lanecounty_live-folder → CDBG Reports
• Click on the CDBG Reports sub-folder and locate your report. (If you aren't sure which report you should run, read the report description) 
• Click on the three dots to the right side of the correct report and click Schedule. If you are new to BusinessObjects, you may want to review the BusinessObjects Instructions (New ART interface)
• On the first page of prompts (General), you do not need to change anything unless you want to change the Recurrence to receive the report sometime in the future.
• On the second page of prompts (Report Features), select Excel as your Report Format and make sure to click on Edit Prompt Values. Do not enter an EDA provider. Select your project as the CDBG Provider. If you have multiple CDBG projects, you will need to run a report for each separately.

• Click Schedule in the bottom right corner of your screen.
• When it is finished running, this report will appear in your Instances. You can access the Instances at any time from the BusinessObjects homepage. Just click the Home icon if you are not on the homepage, and then select the Instances at the top of your screen.

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Once you have downloaded the report, open it and review the detail tab. CDBG only funds clients who have an AMI below 80% AND whose current residence is Eugene (for Eugene CDBG) or Springfield (for Springfield CDBG).

If you notice missing or incomplete data in the CDBG report, please review this with your staff. Remember that ART reports only update overnight and once between 1-2pm, so if you make corrections you will need to run this report again after the next refresh.

Once your report has been reviewed, save the report as a .xlsx file and email it to HSDHelpDesk@lanecountyor.gov.